Difference between revisions of "How do I find a centre?"

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== Summary ==
 
== Summary ==
This article sets out to explain how you search for a Cost Centre from anywhere within Platinum.
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This article explains how to search for a Sales or Purchase Centre.
  
 
== More Information ==
 
== More Information ==
Cost Centres are used in various places throughout Platinum. In the following example, searching for a Cost Centre is going to be performed in Purchase Ledger Postings.  For help on how to post an Invoice in Purchase Ledger Postings, click here [[Posting Purchase Invoices]]
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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 Purchase Invoices]] then, at the Cost Centre field, press {{KeyPress|Ctrl+F1}}
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* 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 dialogue box, in the "Filter On" field, type a description of the centre you are looking for; eg, if you are posting a Parts Invoice, search for "stock" etc.
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* 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 then returns a list of all matches with, in the above example, "stock" in the description.
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* This will return a list of all matches with {{DataValue|stock}} in the description.
* Select the one that you want by clicking {{Button|Choose}}
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* Select the one that you want and click {{Button|Choose}}.
* If a Cost 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?]]
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* 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 Sales or Purchase Centre?]]
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* [[What is a sales or purchase centre?]]
* [[Posting Purchase Invoices]]
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* [[How do I create a sales or purchase centre?]]
  
{{KB_Tags|Cost Centre, Purchase Centre, Invoice}}
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{{KB_Tags|centre, purchase centre, sales centre, search, def centre}}
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{{FAQ}}{{How}}{{KB_PL}}{{KB_SL}}{{ZN_Accounts}}{{ZN_Admin}}
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{{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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Keywords AND Misspellings
centre, purchase centre, sales centre, search, def centre
Tags

GR52