Add Debtor / Creditor Control Memo from Ledger Enquiry

The Creditor Control Manager within the Sales Ledger allows for the recording of a ‘Debtor’ memo against an account record and, once created, this memo can be viewed and edited via the Notes function on the Ledger Enquiry but you couldn’t create a new memo from the Ledger Enquiry. New in Release 6.5 an additional option has been added to the Notes panel for the Sales / Purchase enquiry to add/update the debtor memo.

No configuration changes are required for this facility; the debtor and creditor memo buttons are available immediately on update to 6.5. Note that whilst the Credit Control Manager is a Diamond and Premier only feature, the Debtor / Creditor Memo can be recorded on the Professional system and accessed and viewed through the Ledger Enquiry.

Article ID: 15
Created On: Fri, Jun 8, 2012 at 10:45 AM
Last Updated On: Mon, Jun 19, 2023 at 4:12 PM

Online URL: https://kb.datafile.co.uk/article/add-debtor-creditor-control-memo-from-ledger-enquiry-15.html