Difference between revisions of "How do I supersede an account?"
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Tim Laundon (talk | contribs) (Created page with "{{Review}} == Summary == The following article explains how you can supersede an account in Platinum. == More Information == There may be times when you need to supersede a cust...") |
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== Summary == | == Summary == | ||
The following article explains how you can supersede an account in Platinum. | The following article explains how you can supersede an account in Platinum. | ||
== More Information == | == More Information == | ||
| − | There may be times when you need to supersede a customer or | + | There may be times when you need to supersede either a customer or a supplier account. This may be for several reasons, e.g. incorrectly created account code, duplicated account code. |
| − | The following will show how to supersede an account on the | + | The following will show how to supersede an account on the {{SL}. The process for the {{PL}} is much the same. |
| − | * Go to {{Menu|Accounts| | + | * Go to {{Menu|Accounts|{{SL}}|Customer File Maintenance| Add or Edit Customers}}. |
* At {{DataPrompt|Search On:}}, enter the name of the customer you wish to supersede. | * At {{DataPrompt|Search On:}}, enter the name of the customer you wish to supersede. | ||
* Once found, press {{KeyPress|F5}} to edit the customer. | * Once found, press {{KeyPress|F5}} to edit the customer. | ||
| − | * Select the Invoicing tab. | + | * Select the {{Tab|Invoicing}} tab. |
| − | * At the {{DataPrompt| | + | * At the {{DataPrompt|Superseded by:}} field, enter in the account code of the customer to supersede to. |
| − | * Click {{ | + | * Click {{Button|Done}} and {{KeyPress|Accept}} to save the record. |
== See Also == | == See Also == | ||
Revision as of 12:11, 7 August 2012
Summary
The following article explains how you can supersede an account in Platinum.
More Information
There may be times when you need to supersede either a customer or a supplier account. This may be for several reasons, e.g. incorrectly created account code, duplicated account code.
The following will show how to supersede an account on the {{SL}. The process for the Purchase Ledger is much the same.
- Go to " Accounts Sales Ledger Customer File Maintenance Add or Edit Customers".
- At "Search On:", enter the name of the customer you wish to supersede.
- Once found, press <F5> to edit the customer.
- Select the [Invoicing] tab.
- At the "Superseded by:" field, enter in the account code of the customer to supersede to.
- Click [Done] and <Accept> to save the record.
See Also
