This new feature allows you to update the sales or purchase account you are currently enquiring upon.Primarily intended for update of contact details you can update any item displayed on screen subject to the restrictions detailed below.
Selecting the UPDATE button available on the action panel at
the foot of the screen you are taken on to the screen to edit the items as
required.
Notes
Whilst the enquiry screen design can set whether items are view-only or not, selected items are view-only by design regardless of these settings. These items include account ‘sensitive’ items such as balance, balance-b/f, turnover-ytd, etc. plus any DB-profiled items that would normally allow look-ups (which are not supported in the ledger enquiry) such as tax code or default nominal code.
Installation
The Ledger Enquiry Manager allows access to the screen
design for the enquiry so that you can set items as view-only or not as
required. In addition, though, you need
to set the authority level for the account update within the ‘Transactions /
Details Enquiry’ parameter screen.
U – Update Account– set the authority level from 0-9 where 0 is the highest and 9 is the lowest
to allow access to the Update option on the ledger enquiry. Leave blank to disable the Update action for
all users.
Article ID: 272
Created On: Wed, Jun 13, 2012 at 11:17 AM
Last Updated On: Tue, Jun 20, 2023 at 6:12 PM
Online URL: https://kb.datafile.co.uk/article/ledger-enquiry-â€-update-sales-purchase-accounts-272.html