The Sales and Purchase Ledger allow the facility to reference accounts
as being part of a group. This group
identification can be used for reporting selection criteria and for the new
Group Enquiry function discussed later in this manual. Credit Control options allow you to mark the
account as ‘on stop’ preventing the generation of invoices for a specific
account, this new feature allows the option to mark an account group as a whole
as ‘on stop’.
The option to mark an Account Group
on Stop asks you to select an account, <F4-Select> is available but will
restrict selection to those accounts where the main account code matches the
group account.
After selecting the STOP (or RELEASE if account already on stop) option
the system will warn that will place all accounts in the group on stop and ask
if OK to proceed.
Record Locking
If
elect to flag all accounts the system will exclusive lock all accounts within
the group. If the locks cannot be
achieved the user will be warned accordingly and the change rejected.
Installation
Menu Design
The Mark Account Group On Stop option needs to be
added as required to the Sales/ Purchase menu.To add a new menu option sign-on as the CONFIG user and select Application
Menu Design, choose the menu to update (the Sales Ledger Utilities menu is
SLUTIL.D03, the Purchase Ledger Utilities is PLUTIL.D03) and then select to
update either the left or right-hand menu.Move down to a blank menu entry and enter the title required then press
<Enter> to enter the menu parameters.
Applic, Program or Notes P-Program
Menu Name or Program Path SL.EXE / PL.EXE
Parameter 1011
NB: Other options can be set as required.
Database Changes
The Group Account Flag item is usually a pre-existing data
item (GRP-ADD-XREF) and can be set via the Sales / Purchase extra maintenance
screens. However, for this option the
account flag needs to be a secondary index item.
To update select Installation from the main menu followed by Application Manager and then Restructure
A Database. Select the Sales Ledger or Purchase Ledger application. Elect to update the Live
Files and then select the Accounts File. The existing data items are
then displayed on screen, scroll-down to the GRP-ADD-XREF item and press <F4-Select>
to set as secondary index.
Up to two secondary indexes can be defined against a
database, if both in use Premier users can consider moving one of the index items into the Extra Selection items
(note than any search on this moved item will be slower however). Diamond users would have to consider whether they can replace one of the index items.
Once the indexes have
been updated press the <ESC> key and select the UPDATE button to
save the database changes. When prompted respond ‘Y’ to the prompts to ‘Extract
Existing Data to New Database Structure’ and, if appropriate, ‘Copy
Table Entries from Old Database to New Database’. Final prompts ask
to ‘Remove (.OLD) Database’ and to ‘Carry Out the Same Restructure on
the BASE File as well’ – respond as required. If you select to update the
base file you need to manually update the index items here also.
Article ID: 1904 Created On: Fri, Oct 26, 2012 at 11:27 AM Last Updated On: Mon, Jun 19, 2023 at 3:24 PM
