Selecting account
Selecting Account for Recoding
Description
This screen is displayed once the Browse icon in the Code box is clicked.
It is possible that not all the
columns in this example are displayed. You can add or delete columns as
required. For detailed instructions on how to customize displayed columns, see Inserting
and deleting columns.
Search
Click Search to search for the accounts based
on the defined criteria.
Clear
Click Clear to
clear the defined criteria.
Rows
Type the number
of rows to be displayed for each screen. If you have set the default number of
rows to 10, then 10 rows will be displayed. Therefore, if you have more than 10
rows listed, you will see the Previous
and Next buttons.
Previous
Click Previous
to return to the previous screen.
Next
Click Next
to go to the next screen.
Filter
Select the
required option to filter the search that starts
with or contains a certain
letter or word.
Account
Type a full or partial unique code
of an account to search for the account. The account code is based on the debtor
code defined in Code in the accounts
receivable maintenance. Go to Finance/Accounts receivable/Maintain,
select the relevant debtor and click Open (in Simple mode under the Basics tab) or via the same menu path,
at Debtor (in Advanced mode under the Basics tab).
In
addition, an account code can also be based on the creditor code defined in Code in the accounts payable
maintenance. Go to Finance/Accounts
payable maintain, select the relevant creditor and click Open (in Simple mode). In the Advanced mode, the account code for an
account payable is defined at Creditor
under the Basics tab.
Name
Type a full or partial name of
an account to search for the account. The account’s name is based on the
Name defined at the accounts
receivable maintenance (go to Finance/Accounts
receivable/Maintain, select the relevant debtor and click Open) or at the accounts payable maintenance
(go to Finance/Accounts payable maintain,
select the relevant creditor and click Open).
Buttons
Select
Click Select to select an account that you want to recode.
Note: This
button is enabled only if an account is selected.
Close
Click Close to exit.
| Main Category: |
Attachments & notes |
Document Type: |
Support - On-line help |
| Category: |
|
Security level: |
All - 0 |
| Sub category: |
|
Document ID: |
14.768.770 |
| Assortment: |
Exact Globe+
|
Date: |
26-09-2022 |
| Release: |
370 |
Attachment: |
|
| Disclaimer |