Difference between revisions of "How do I find a centre?"
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Tim Laundon (talk | contribs) (New page: {{Incomplete}} == Summary == This article sets out to explain how you search for a Cost Centre from anywhere within Platinum. == More Information == Cost Centres are used in various place...) |
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== Summary == | == Summary == | ||
| − | This article | + | This article explains how to search for a Sales or Purchase Centre. |
== More Information == | == More Information == | ||
| − | + | Centres are used in various places throughout Platinum. In the following example, searching for a centre is going to be performed in {{Menu|Purchase Ledger Postings}}. For help on how to post an Invoice in Purchase Ledger Postings, see [[Posting purchase invoices]]. | |
| − | * Post the Purchase Invoice as shown in [[Posting | + | * Post the Purchase Invoice as shown in [[Posting purchase invoices]] then, at the {{DataPrompt|Centre}} field, press {{KeyPress|C-F1}}. |
| − | * At the Purchase Centre Search | + | * At the {{Menu|Purchase Centre Search}} window, in the {{DataPrompt|Search on:}} field, type a description of the centre you are looking for; e.g. if you are posting a Parts Invoice, search for {{DataValue|stock}}. |
| − | * This | + | * This will return a list of all matches with {{DataValue|stock}} in the description. |
| − | * Select the one that you want | + | * Select the one that you want and click {{Button|Choose}}. |
| − | * If a | + | * If a Centre doesn't exist for the description you are looking for, then it can be created by following this link [[How do I create a sales or purchase centre?]]. |
== See also == | == See also == | ||
| − | * [[What is a | + | * [[What is a sales or purchase centre?]] |
| − | * [[ | + | * [[How do I create a sales or purchase centre?]] |
| + | |||
| + | {{KB_Tags|centre, purchase centre, sales centre, search, def centre}} | ||
| + | {{FAQ}}{{How}}{{KB_PL}}{{KB_SL}}{{ZN_Accounts}}{{ZN_Admin}} | ||
| + | |||
| + | {{KB_Ref|GR52}} | ||
Latest revision as of 05:34, 19 June 2019
Summary
This article explains how to search for a Sales or Purchase Centre.
More Information
Centres are used in various places throughout Platinum. In the following example, searching for a centre is going to be performed in " Purchase Ledger Postings". For help on how to post an Invoice in Purchase Ledger Postings, see Posting purchase invoices.
- Post the Purchase Invoice as shown in Posting purchase invoices then, at the "Centre" field, press <Ctrl+F1>.
- At the " Purchase Centre Search" window, in the "Search on:" field, type a description of the centre you are looking for; e.g. if you are posting a Parts Invoice, search for 'stock'.
- This will return a list of all matches with 'stock' in the description.
- Select the one that you want and click [Choose].
- If a Centre doesn't exist for the description you are looking for, then it can be created by following this link How do I create a sales or purchase centre?.
See also
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