How can I change how Platinum creates accounts?

Summary

This article will guide you through changing the way that Platinum creates an account code. As standard when you go to create an account in Platinum the system creates the code automatically, with the first three digits being based on the customer's surname and the remaining 3 characters being a sequential number.

Example: Creating an account code for the 30th Smith, the system will create the code SMI030.

Changing How Platinum Creates the Account Code

Go to: "Reports & Parameters" -> "Maintenance Options" -> "System Administrator".

• A screen prompt may appear asking "Other Users are in this copy of the software. Do you still want to enter this option?". Click [Yes] to continue.

• Click on [System Parameters], press <Page-Down> until you get to page 4 which is headed Accounts (1).

• The sections that we are interested in on this page are as follows:
  • "Account Code - Digits :" '3'.
    • This is the amount of digits automatically created by the system.(For the above example the amount of digits is 3 for 030.)

• • " - Position :" '4'.
    • This is the position where the automatic numbers start from. (For the above example the starting position is 4, so the first 3 characters are the letters SMI and the remainder is the next number available.)

Example: Changing the above figures to read "Account Code - Digits :" 4 and " - Position :" 3 would result in the account code for the 30th Smith being created as SM0030.

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Keywords AND Misspellings

Create, Creates, Account, Accounts, Code, Automatically, Change, Alter, Edit, Adjust, Creation