Home » Categories » Solutions by Business Process » Finance » Sales and Purchase Ledgers |
Default ‘Eligible Accounts’ on Statements |
Article Number: 363 | Rating: Unrated | Last Updated: Mon, Jun 19, 2023 at 4:29 PM
|
Datafile Software 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). |
Attachments
![]() There are no attachments for this article.
|
Change Order Status - Stock Record Locking
Viewed 118 times since Thu, Jan 2, 2025
Scan / Input Bar Code for Stock Code
Viewed 161 times since Thu, Jan 2, 2025
Enter Invoices
Viewed 2980 times since Mon, Jul 2, 2012
Set Account Group on Stop
Viewed 13448 times since Fri, Oct 26, 2012
Save Statement Balance to Account / Transactions
Viewed 1979 times since Fri, Oct 26, 2012
Improvements to Statement Print Locking
Viewed 1845 times since Fri, Oct 26, 2012
Aged Analysis – Select to Age on Invoice or Due Date
Viewed 51 times since Wed, Oct 16, 2024
Print Preview and Test Print - Document Design Manager
Viewed 2357 times since Mon, Jul 2, 2012
Supplier Payments Due (Purchase Ledger)
Viewed 1853 times since Mon, Jul 2, 2012
Copy Items - Database Profiles
Viewed 1765 times since Mon, Jul 2, 2012
|