Home » Categories » Multiple Categories

Default Ledger & Stock Update Descriptions

Datafile Software

Default Ledger & Stock Update Descriptions

When entering sales, and purchase orders, you will be asked for a description to use when updating the ledger and the stock files. This description is (usually) used on the statement and remittance advice and to identify the transaction and the invoice documents in the ledger enquiry.

This option allows you to set a default description to apply as the sales/purchase update description and, if different, the stock update description. The default is applied on creation of the order and can be amended on order header input or document production (subject to configuration).

Installation

Application User Facilities

An option has been added to the fourth screen of the Optional Features to enter the default descriptions.

To access the Optional Features select, from the main menu, Installation followed by Advanced Features Manager and Application User Facilities. Select the sales or purchase order processing application and then select Enter/Amend Orders followed by Advanced Input Facilities and then Optional Features.

Default HDR Description for Sales Trans

Default HDR Description for Stock Trans

Enter the default descriptions to be applied on creation of a new order. Note that often the stock description will be ‘cross-referenced’ as the sales/purchase description in the database profiles – if this is so then you should only enter the default sales/purchase description.

Custom Fields
  • Release ID: 5.6
Attachments Attachments
There are no attachments for this article.
Related Articles RSS Feed
Maintain Order Reference as ‘Contract’ Reference
Viewed 1550 times since Wed, Jun 13, 2012
Forms – Define a Quick Form (Diamond and Premier only)
Viewed 815 times since Tue, Jul 3, 2012
POP Accessories
Viewed 1351 times since Tue, Jul 3, 2012
Stock Images on Documents – Keep in Proportion
Viewed 951 times since Wed, Jun 13, 2012
Ledger Enquiry Manager
Viewed 1828 times since Wed, Jul 4, 2012
Link Order to Accounts Contact
Viewed 2057 times since Fri, Jun 8, 2012
Reverse VAT Charges for Mobile Phones and Computer Chips
Viewed 19211 times since Wed, Jun 13, 2012
Document Processing - Select Nominal Code from Order Header Item
Viewed 2283 times since Mon, Jun 11, 2012
Cost of Sales Updating
Viewed 2542 times since Mon, Jun 11, 2012
Marking Sales Orders for Purchase
Viewed 1433 times since Tue, Jul 3, 2012