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.
|
Include Currency Accounts in Auto-Payment Procedures
Viewed 1705 times since Fri, May 27, 2016
Which Price Matrix Entries
Viewed 2085 times since Fri, May 20, 2016
Account Costs (Sales Ledger) - Database Profiles
Viewed 2257 times since Mon, Jul 2, 2012
Allocations by Account - Sales Ledger
Viewed 2345 times since Mon, Jul 2, 2012
System Status
Viewed 1744 times since Mon, Jul 2, 2012
Copy Notice for Invoice Reprints (Sales Ledger)
Viewed 1810 times since Mon, Jul 2, 2012
Re-Scan Documents (Purchase Ledger)
Viewed 1755 times since Mon, Jul 2, 2012
Database Audit
Viewed 1791 times since Mon, Jul 2, 2012
Allow Insert of Lines within Order by Status
Viewed 168 times since Thu, Jan 2, 2025
Period / Year End Facilities - Application User Facilities
Viewed 1861 times since Mon, Jul 2, 2012
|