Sales and Purchase Ledgers - Flipbook - Page 25
Add/Modify Accounts
- Modify
Introduction
The process used to create a customer record, is also used to modify the record.
If the record has a balance then the Vat group, Currency code, Account type and Control account cannot be
changed but all other details may be amended.
If the record is unused, then all details may be amended.
The credit limit is amended via this routine, as well as putting the account on stop. The stop flag can be removed
in this routine and based on priority may also be removed at the time of posting cash to the account.
If the customer9s address details change, this can be updated in two ways. If the CRM record is linked via the
Join tick on the Other details tab, changes to the CRM record address will automatically update the Sales Ledger
record. If the Join field is un-ticked, then the required changes will have to be made separately in both CRM and
Sales Ledger.
Add/Modify Accounts - Modify
01.01.001.02 – pwise – 01/06/06
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