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.
|
System Profiles Screen 6 (Sub-Contractors Accessory)
Viewed 1751 times since Mon, Jul 2, 2012
Account Statements (Sales Ledger) - Database Profiles
Viewed 2433 times since Mon, Jul 2, 2012
Validate Invoice Entry against Job Budgets (P/L only)
Viewed 2096 times since Wed, Jun 13, 2012
Expand Data Files
Viewed 1670 times since Mon, Jul 2, 2012
Record Groups as Items in Discount and Supplier Matrix
Viewed 2466 times since Fri, May 27, 2016
Set Application Code Formats
Viewed 1757 times since Mon, Jul 2, 2012
Trans Optional 1 - Database Profiles
Viewed 1800 times since Mon, Jul 2, 2012
Extra Features in Purchase Invoice Transaction Lookup
Viewed 3315 times since Tue, Jun 12, 2012
Period End & Year End
Viewed 1989 times since Mon, Jul 2, 2012
Auto-Increment Account Codes
Viewed 2246 times since Wed, Jun 13, 2012
|