Sales and Purchase Ledgers - Flipbook - Page 17
Add/Modify Accounts
- Create
Introduction
This function is used to create or amend Sales Ledger accounts.
When creating a new account the system will force a link to the CRM module, based on a system parameter.
There is a system parameter that determines account types that must have a CRM link. This helps to ensure that
relevant and quality information is available to the CRM module. The CRM link is also a consideration if credit
chasing letters are required.
The default values that populate various fields when creating a new Sales Ledger account are held on the
Account defaults function, found on the System Maintenance Menu.
The account number is generated on completion of the set up by clicking the available Create button.
Add/Modify Accounts - Create
01.01.001.01 – pwise – 01/06/06
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