Purchase Ledger - Flipbook - Page 16
No
Is the new account to be
created from a blank
record
Yes
Click Create - then select
contine
CRM - Company
CRM - Customer
Use Search facilities to
locate record to be
copied.
Process 01.01.900.01
At the Find record search for the
company or customer
CRM record
Click Copy radio
button
Yes
Does the CRM
record exist
Click on record confirm address
details
Click Load
Click Exit to return
to Purchase
Ledger
No
Is the CRM record the
correct detail for the supplier
record
No
Click Create Select Company
Customer
Vehicle
Yes
Look up again
Link record
If multi location select and confirm
location for CRM
record
Confirm letter displayed and
select - End of range or
First available free number
Click OK
Confirm displayed
details - add and
amend additional
fields as
necessary
The system can generate the
account number from the
presented grid or Cancel to
allocate manually
If postcode search
available - enter
postcode and select
house number or name
to pull address otherwise enter
manually
Complete Company or Title,
Initials, First &
Surname details complete
additional fields as
required
Click Create
to save the record
Click Save icon
then click Exit
Add/Modify Accounts - Create
01.02.001.01 – pwise – 01/06/06
Page 16 of 176
