When record a sales
invoice the system displays items from the selected account (usually the name
and address detail) for confirmation and asks whether you wish to update these
details for this invoice. This new
feature, particularly of use when invoicing against a cash sale account, allows
the system to assume update of the details and allow the operator to amend or
confirm the account details as required.
Installation
Document Design Manager
This new option is set within the document parameters for the invoice document parameters. To update Diamond and Premier users should select Installation followed by Application Manager and then Document Design Manager, Compact and Professional users should select Installation followed by Document Design Manager.
From the list of application documents select Invoicing Documents and then select the
document type and then the list of documents is displayed, enter the document
number required and the document mask is displayed.
To change account
details automatically select the Parameters option from the main toolbar and move to screen ’7 – Account Items Displayed /
Printed’ by selecting the ACTION button and selecting the required screen from
the list.
Always Change Accs – set to not prompt to ‘Change Any Account Details’ but to assume that details are always changed.
Notes
The account items available for change are the entries 1-8 of the items set to print above.
Article ID: 136
Created On: Mon, Jun 11, 2012 at 1:50 PM
Last Updated On: Mon, Jun 12, 2023 at 7:55 PM
Online URL: https://kb.datafile.co.uk/article/always-change-account-items-136.html