This option gives up to six extra screens for account maintenance. In the systems as we distribute them are four screens on the Sales Ledger and three screens on the Purchase Ledger. Datafile Diamond and Premier users can modify these screens and define the remaining screens as they require. The BACK button returns you to the main account maintenance menu whereas the CLOSE button will exit account maintenance completely.
Contact – this screen allows you to update and view contact details for an account, including email and website addresses, in addition to the name, address, and telephone and fax details.
Turnover – this screen allows you to view the account turnover and costs for the current period, previous 12 periods and on a year-to-date basis.
Crd Stat – short title for Credit Status, this option allows you to view and update the credit and settlement terms for the account.
Delivery - this screen allows you to add, update, view and delete delivery address details. A delivery address is an account record in it’s own right but no transactions are posted against it. When a delivery account is used in Invoicer and Order Processing and when updating the sales ledger, the system will post the invoice to the cross-referenced ‘invoice’ account.
Contact – this screen allows you to update and view contact details for an account including email and website addresses, in addition to the name, address, telephone and fax details.
Crd Stat – short title for Credit Status, this option allows you to view and update the credit and settlement terms for the account.
Factor – this screen allows you to add, update, view and delete factor accounts.A factor account is an account record in it’s own right but no transactions are posted against it. When a factor account is used in Invoicer and Order Processing and when updating the purchase ledger, the system will post the invoice to the cross-referenced ‘invoice’ account.
Article ID: 1271
Created On: Mon, Jul 2, 2012 at 9:23 AM
Last Updated On: Mon, Jun 19, 2023 at 4:07 PM
Online URL: https://kb.datafile.co.uk/article/other-â€-extra-maintenance-screens-1271.html