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Default ‘Eligible Accounts’ on Statements

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Default ‘Eligible Accounts’ on Statements

When printing a Sales or Purchase Statement a run-time parameter asks for the ‘Eligible Accounts’ – i.e. the accounts for which you wish to produce a statement. This defaults to ‘All Accounts’; other options include entering a list of specific accounts, a range of accounts or applying criteria. This new option allows a statement to be configured to default to one of these options.

Installation

Document Design

To set a default for ‘Eligible Accounts’ you need to amend the statement design.

To update the document layout select Installation off the main menu, followed by Application Manager and then Document Design Manager. Select to update either the sales or purchase documents as appropriate and then enter the number of the statement you wish to update.Once the statement layout is displayed on screen choose Parameters from the tool bar, parameter screen 1 - ‘General Document Parameters 1’ - is displayed.

Eligible Accounts

Defaulting to ‘A’ for ‘All Accounts’ you can amend this to select ‘L’ for entering a list of accounts to process, ‘R’ to enter a range of accounts and ‘S’ to allow entry of selection criteria (NB: A pre-existing option below allows you to preset this criteria).

Custom Fields
  • Release ID: 5.6
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