Difference between revisions of "Applying customer or supplier groups"
From Catalyst
m (Les Ward moved page Applying Account Groups to Applying customer or supplier groups: Lower case (except for Platinum menu options)) |
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* It is recommended that you enter a 3 character code in '''CAPITAL LETTERS''' for the group that you wish to attach to this account. | * It is recommended that you enter a 3 character code in '''CAPITAL LETTERS''' for the group that you wish to attach to this account. | ||
{{Example|text={{DataValue|TRA}} for ''Trade'' account.}} | {{Example|text={{DataValue|TRA}} for ''Trade'' account.}} | ||
| − | {{Note|text=To explain the recommendation above, the Account Group is a free-type field of up to six characters, so you will need to be consistent in what you type if you want various | + | {{Note|text=To explain the recommendation above, the Account Group is a free-type field of up to six characters, so you will need to be consistent in what you type if you want various accounts to be in the same group. If you stick to three characters in capital letters, it is easier to keep them consistent.}} |
* Press {{KeyPress|ESC}} and {{KeyPress|ENTER}} to accept the data. | * Press {{KeyPress|ESC}} and {{KeyPress|ENTER}} to accept the data. | ||
| − | * Press {{KeyPress|ESC}} to return to | + | * Press {{KeyPress|ESC}} to return to search. |
== See also == | == See also == | ||
| − | |||
* [[How do I create an internal account?]] | * [[How do I create an internal account?]] | ||
* [[Setting up an Account status]] | * [[Setting up an Account status]] | ||
Revision as of 11:47, 14 January 2019
Summary
The following article explains how to apply an account group to an account code.
More Information
Go to " Sales Ledger Customer File Maintenance Add or Edit Customers" or " Purchase Ledger Supplier File Maintenance Add or Edit Suppliers".
- This will take you to a search screen. Type either the account code or name required.
'SMI001' or the name '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.
- It is recommended that you enter a 3 character code in CAPITAL LETTERS for the group that you wish to attach to this account.
| 'TRA' for Trade account. |
 | To explain the recommendation above, the Account Group is a free-type field of up to six characters, so you will need to be consistent in what you type if you want various accounts to be in the same group. If you stick to three characters in capital letters, it is easier to keep them consistent. |
- Press <Esc> and <Enter> to accept the data.
- Press <Esc> to return to search.
See also
- How do I create an internal account?
- Setting up an Account status
- Creating a New Account Analysis Code
