| 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.
|
Print Statement Date in “Full” Date Format
Viewed 4157 times since Wed, Jun 13, 2012
Year End Reports
Viewed 2426 times since Mon, Jul 2, 2012
Account Mandatory - Database Profiles
Viewed 2587 times since Mon, Jul 2, 2012
Account Invoicing (Sales Ledger) - Database Profiles
Viewed 2876 times since Mon, Jul 2, 2012
Transfer Outstanding Invoices
Viewed 2332 times since Mon, Jul 2, 2012
Display Price Item Names
Viewed 3500 times since Fri, May 20, 2016
System Status - Application User Facilities
Viewed 2064 times since Mon, Jul 2, 2012
Extra Account Items on Aged Analysis Reports
Viewed 19126 times since Thu, Jun 7, 2012
Nominal Asset Account Validation
Viewed 2850 times since Wed, Jun 13, 2012
Ledger Enquiry Manager
Viewed 3047 times since Mon, Jul 2, 2012
|


