How do I create a sales or purchase centre?

Summary

This article explains how to set up Sales and Purchase Centres within Platinum. For the purposes of this document, Sales Ledger and Purchase Ledger are interchangeable.

More Information

Creating a New Centre

Go into " Sales Ledger or Purchase Ledger Maintenance Options Centre Maintenance Add or Edit Centres".

Details

• Press [Add] to create your new centre.
• At "Centre:", enter the new code you wish to create.
  • You can use <Alt+F1> to use the next available centre.
• At "Description:", enter a suitable description for the centre.
• At "Revenue type:", enter a shorthand description of this code.
  • This will be used for creating new nominal codes automatically that are related to this sales\purchase centre.
• At "Nominal Centre:", type the Nominal Code to which you wish to link.
  • If you do not have a nominal centre created already you can enter the number and press <Shift+F10> to create one.
  • See How do I create a nominal code?.

Details - Cost of Sales

Please ensure you understand how the cost of sales works and is switched on before entering a cost of sale or work in progress centre. See Stock integration to the nominal ledger.

At "Cost of sales centre:", enter the Nominal Code for the cost of sales relating to these sales.]].

At "Work in progress centre:", enter the Nominal Code for the work in progress relating to these sales.]].

Attributes

• You can allocate attributes to your centre for detailed reporting.

Notes

• Enter any notes you wish to store against this centre.

Once you have entered all your centre details press [Done] and <Accept> your new centre.

Copying an Existing Centre

Go into " Sales Ledger or Purchase Ledger Maintenance Options Centre Maintenance Add or Edit Centres".

• At "Search on:" find the centre you want to copy with [Search] or [List].
• Press [Copy] to copy your selected centre.
• Enter the centre code you want the new centre to have and press [Copy].
  • You can enter any number and use <Alt+F1> to find the next available centre from the number entered if you are allocating your centres in blocks.
  • The centre code you use cannot already be in use (You cannot merge centre details).
• This will copy that users :
  • General details.
  • Attributes.
  • Notes.
• Fill out any details as required (see above).

Once you have made all the changes you require press [Done] and <Accept> your copied centre.

See also

• What is a sales or purchase centre?
• How do I create a nominal code?
• Stock integration to the nominal ledger

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Keywords AND Misspellings

centre, center, sales, purchase, sales centre, purchase centre

Tags

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