Home » Categories » Multiple Categories |
Change Account on Sales / Purchase Order |
Article Number: 37 | Rating: Unrated | Last Updated: Wed, Jun 14, 2023 at 4:59 PM
|
Datafile Software Change Account on Sales / Purchase Order Various utilities are available for changing account
codes globally on sales or purchase orders for use when the accounts files are
updated – i.e. a change in account formats or a change in the
customers/suppliers account code – but if a sales or purchase order was entered
against an incorrect account then you had to replicate the order to the correct
account. This new feature allows you to
amend the account the original order was placed against. A new menu option is available to change the account code; when selected the system will prompt for the order reference to be updated, display the old account and prompt for the new account reference. <F4-Select> is available on code inputs if required. Note that there are restrictions applied to the change account process and these include: Only orders which are active and have not been delivered (blank delivery date) or invoiced (zero invoiced value) can be updated. If order authorisation processes are active then if the order has been authorised it cannot have its account code amended. If the new account code is on stop or adding the order to the new account would take the account over its credit limit then the order cannot be updated. If multi-currency then you cannot change the account code if the currency code would change. The change of account code will reprocess the configured account-to-header copy items within the database profiles plus selected standard system copy items from account to header (credit terms, settlement discount, etc.) and will re-process the header-to-detail copy items where the header item has been updated by the above.However pricing detail such as order detail prices and price numbers, line discounts and VAT codes will not be updated and remain as per entry against original account code. Installation Menu Design The Change A/C option needs to be added as required to
the menu. To add a new menu option
sign-on as the CONFIG user and
select Application Menu Design,
choose the menu to update (the main Sales Order Processing menu is SP.D03, with
Purchase Order Processing as PP.D03) and then select to update either the left
or right-hand menu. Move down to a blank
menu entry and enter the title required then press <Enter> to enter the
menu parameters. Menu Name or Program Path SP.EXE / PP.EXE Parameter 1018 NB: Other options can be set as required. |
Attachments
There are no attachments for this article.
|
Purchase Order Batch Update
Viewed 1073 times since Tue, Jul 3, 2012
Prompt to Show Account / Stock History
Viewed 1338 times since Mon, Jun 11, 2012
Fax Printing - Document Design Manager
Viewed 1783 times since Wed, Jul 4, 2012
Order Entry
Viewed 1152 times since Tue, Jul 3, 2012
Scan Supplier Delivery Notes on Goods Receipt
Viewed 4636 times since Tue, Jun 12, 2012
Print Invoices / Purchase Invoices - Application User Facilities
Viewed 1363 times since Wed, Jul 4, 2012
Moving, Deleting and Amending Items - Document Design Manager
Viewed 1301 times since Wed, Jul 4, 2012
Transaction / Detail Enquiries
Viewed 1843 times since Wed, Jul 4, 2012
Omit Values on Delivery Note
Viewed 2078 times since Tue, Jun 12, 2012
Database Audit
Viewed 1316 times since Wed, Jul 4, 2012
|