Page History

...

Example : To create a new Accounting Preference

1. Select the 'Setup' button next to the party to be setup
2. The Accounting Preferences screen is displayed. (IMPORTANT: The first time this screen is displayed all of the fields will be modifiable. Once this has been saved only certain fields will be modifiable!!)
3. The default entries will be based on (or inherited from) 'Company'
4. Enter any changes that are required (eg Invoice Prefix, Error Journal name - as you may want error transactions from separate departments to be handled differently...)
5. Press the 'Add' button

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

1. Select the 'Setup' button next to the party to be setup
2. The Accounting Preferences screen is displayed but only certain fields will be modifiable
3. Enter any changes required
4. Press the 'Update' button

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. TO DO

How to I delete an Accounting Preference?

...