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Definition: What is it?

Accounting Preferences are a set of configuration details that are related to a party. To appear on this screen the party must be setup with the role of 'Internal Organisation'. This means that you can add the internal organisation role to a party and they will be added to this screen and then can be configured.

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NOTE: The majority of the configuration information displayed in Accounting Preferences are taken from the Enumeration entity.

What is it used for?

It is used for setting specifying information related to the accounting setup for a specific organisation or parties that exist within an organisation such as business units, cost centres, departments ,subsidiaries etc.

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NOTE TO CHECK: Sales Order numbering is controlled in Store setup - is there any other cross over where configuration info exists in other modules.....????

What's on the screen?

TO DO

How do I create or setup a new Accounting Preference?

IMPORTANT NOTE: A party must be setup with the role of 'Internal Organisation' before it will appear on the Accounting Preference screen so that it can be setup. Once this has been done then

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NOTE TO CHECK: If invoices have already been generated then you may not be able to change the 'Last Invoice Number' field of any new Accounting Preference......????

How do I update an Accounting Preference?

Example: To update an Accounting Preference

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NOTE: If you need to change any of the fields that are not modifiable then it can be done via the Entity Data Maintenance on Webtools menu using the PartyAcctgPreference entity. You will need to be careful in editing an existing preference especially if the configuration already been used for transactions.

How to I delete an Accounting Preference?

There is currently no delete option via the user interface but an Accounting Preference can be removed by deleting the role of 'Internal Organisation' from the party record.

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