When you create a new sales or purchase account the system can be configured to link to another account for invoice, statement, or group reference purposes.This new feature allows you to define copy items from the cross-referenced account to the account being added. This allows you to copy the likes of credit terms, email addresses etc.
Note
Copy items are only actioned when you add the account. Once added items are maintained manually.
Installation
System Profiles
To enable the copy items a new parameter has been added to the Sales and Purchase System Profiles.To update select Installation from the main menu, select to Lock Out All Systems, and then select System Profiles. Select the required application.
Cross-Reference A/C Copy Items – set to define copy items between the
linked accounts. When set a pop-up form
will be displayed that allows you to define up to twenty copy items per link.
For each pair of copy items define the data item you wish to copy from and the item you wish to copy to.As you are defining copy items between records in the same database it is likely that the from/to copy items are identical, but it is not required.
Article ID: 2334
Created On: Thu, Oct 17, 2024 at 3:15 PM
Last Updated On: Thu, Oct 17, 2024 at 3:35 PM
Online URL: https://kb.datafile.co.uk/article/cross-reference-account-copy-items-2334.html