Home » Categories » Solutions by Business Process » Finance » Sales and Purchase Ledgers

Default ‘Eligible Accounts’ on Statements

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).

Custom Fields
  • Release ID: 5.6
Attachments Attachments
There are no attachments for this article.
Related Articles RSS Feed
Document Watermark - Document Design Manager
Viewed 2437 times since Mon, Jul 2, 2012
Change Account Code
Viewed 2297 times since Mon, Jul 2, 2012
Turnover History Report
Viewed 3612 times since Mon, Jun 11, 2012
Discount and Supplier Matrix Prevent Sale of Items to Selected Customers
Viewed 2390 times since Fri, May 20, 2016
Period End & Year End
Viewed 2192 times since Mon, Jul 2, 2012
Record Groups as Items in Discount and Supplier Matrix
Viewed 2750 times since Fri, May 27, 2016
Expand Data Files
Viewed 1849 times since Mon, Jul 2, 2012
Cash Accounting and Forward Payments
Viewed 2213 times since Wed, Jun 13, 2012
System Status
Viewed 1851 times since Mon, Jul 2, 2012
Spot Rate Revaluation
Viewed 2391 times since Mon, Jul 2, 2012