Difference between revisions of "Applying customer or supplier groups"

Revision as of 10:40, 8 August 2013

The following article explains how to apply a account group to an account code and set up its parameters accordingly.

Go to " Systems\Accounts Sales Ledger Customer File Maintenance Add or Edit Customers".

This will take you to a search screen. Type either the account code or name required.
E.G.: 'SMI001' or the description 'John Smith'.
Double click on the account to which you want to add an account group or press [Edit].
Click on the Groups/Analysis tab.
Enter a 3 character code in CAPITAL LETTERS for the group that you wish to attach to this account.

E.G.: 'TRA' for Trade account.

@@ Line 1: / Line 1: @@
-{{Incomplete}}
+{{Review}}
 == Summary ==
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 == More Information ==
-Go to {{Menu|Systems\Accounts|{{SL}}|Add or Edit Customers}}.
+Go to {{Menu|Systems\Accounts|{{SL}}|Customer File Maintenance|Add or Edit Customers}}.
-* This will take you to a search screen. Type either the account code of the item required {{Example|title=E.G.|text=&nbsp;{{DataValue|SMI001}} or the description {{DataValue|John Smith}}.}}
+* This will take you to a search screen. Type either the account code or name required. {{Example|title=E.G.|text=&nbsp;{{DataValue|SMI001}} or the description {{DataValue|John Smith}}.}}
-* Click twice on the account to which you want to add an account group.
+* Double click on the account to which you want to add an account group or press {{Button|Edit}}.
 * Click on the Groups/Analysis tab.
 * Enter a 3 character code in '''CAPITAL LETTERS''' for the group that you wish to attach to this account.