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Always Change Account Items

Datafile Software

Always Change Account Items

When record a sales invoice the system displays items from the selected account (usually the name and address detail) for confirmation and asks whether you wish to update these details for this invoice. This new feature, particularly of use when invoicing against a cash sale account, allows the system to assume update of the details and allow the operator to amend or confirm the account details as required.


Installation

Document Design Manager

This new option is set within the document parameters for the invoice document parameters. To update Diamond and Premier users should select Installation followed by Application Manager and then Document Design Manager, Compact and Professional users should select Installation followed by Document Design Manager.

From the list of application documents select Invoicing Documents and then select the document type and then the list of documents is displayed, enter the document number required and the document mask is displayed.

To change account details automatically select the Parameters option from the main toolbar and move to screen ’7 – Account Items Displayed / Printed’ by selecting the ACTION button and selecting the required screen from the list.


Always Change Accs – set to not prompt to ‘Change Any Account Details’ but to assume that details are always changed.

 Notes

 The account items available for change are the entries 1-8 of the items set to print above.

Custom Fields
  • Release ID: 6.3
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