| Home » Categories » Solutions by Business Process » Finance » Sales and Purchase Ledgers |
Credit Control Manager Apply Colour Highlighting Rules Sales Ledger |
|
Article Number: 2173 | Rating: Unrated | Last Updated: Fri, Jun 16, 2023 at 4:25 PM
|
|
Diamond and Premier 2016 onwards only This facility allows the facility to apply colour highlighting rules to the Credit Control Manager. You could apply colour highlights to accounts for which the next action date is overdue, for accounts where there are transactions over a set number of days overdue and so on.
InstallationApplication User FacilitiesTo update Installer users can right-click on the menu option for Credit Control Manager within the Explorer Menu pane and select the ‘Configure Option’ facility and move to screen 5 of the parameters. Alternatively you can select Installationfrom the main menu followed by Application Manager and then Application User Facilities. Select the Sales Ledger application before selecting Sales Transactions and move to screen 5 of the parameters. Up to five colour highlighting rules can be applied. To update select the ‘Amend’ input for an entry and the colour options will be displayed – select the required colour and then enter the selection criteria for the account that is required to apply that colour. Highlight rules are applied on the basis of the first matching entry – you should apply the most important highlights first. For example, if you highlight entries based on which ‘statement dates’ are recorded then you should set the highest statement flag as the first colour. Similarly, if the most important criteria is the ‘next action date’ is today / overdue then set this as the first colour rule. |
Attachments
There are no attachments for this article.
|
Cheque Printing (Purchase Ledger) - Application User Facilities
Viewed 2559 times since Mon, Jul 2, 2012
Invoice Document Clear Down Options
Viewed 2275 times since Fri, Jun 8, 2012
Show History on Order Entry
Viewed 698 times since Thu, Jan 2, 2025
System Profiles Screen 5 (excluding Compact)
Viewed 2203 times since Mon, Jul 2, 2012
Set Transaction Status Flags - Purchase Ledger
Viewed 2150 times since Mon, Jul 2, 2012
Change Order Status - Stock Record Locking
Viewed 356 times since Thu, Jan 2, 2025
Account and Transaction Pick Lists
Viewed 2727 times since Mon, Jun 11, 2012
Compact & Audit Database
Viewed 2399 times since Mon, Jul 2, 2012
Copy Notice for Invoice Reprints (Sales Ledger)
Viewed 2186 times since Mon, Jul 2, 2012
Copy Items - Database Profiles
Viewed 2054 times since Mon, Jul 2, 2012
|


