Difference between revisions of "How do I supersede an account?"
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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. | 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 {{PL}} is much the same. | + | 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|{{SL}}|Customer File Maintenance| Add or Edit Customers}}. | * Go to {{Menu|Accounts|{{SL}}|Customer File Maintenance| Add or Edit Customers}}. | ||
Revision as of 13:47, 30 September 2013
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 Sales Ledger. 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- At the "Superseded by:" field, enter in the account code of the customer to supersede to.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
