Difference between revisions of "How do I find a Nominal Ledger Number?"

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== Summary ==
 
== Summary ==
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There are a number of different ways, depending on the circumstances, to find a nominal ledger number.  
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This article explains how to find a specific nominal ledger number in your Platinum system.
  
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For example, you may want to know the nominal ledger number for a Sales Ledger invoice, that has updated to the nominal ledger; or you might want to break down a Nominal Centre, between a date range, to analyse the transactions to find out the Nominal Ledger number from there.
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== More Information ==
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There are a number of different ways, depending on the circumstances, to find a nominal ledger number.
  
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== Sales/Purchase Ledger Transactions ==
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For example, you may want to know the nominal ledger number for a Sales Ledger invoice, that has been updated to the Nominal Ledger; you might want to break down a Nominal Centre, between a date range, to analyse the transactions to find out the Nominal Ledger number from there.
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=== {{SL}}/{{PL}} Transactions ===
 
You can use either Customer History or Supplier History, depending whether the transaction came from Sales Ledger or Purchase Ledger, to find out the transaction's Nominal Ledger number.
 
You can use either Customer History or Supplier History, depending whether the transaction came from Sales Ledger or Purchase Ledger, to find out the transaction's Nominal Ledger number.
  
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Go to "Sales Ledger" -> "Customer History", or "Purchase Ledger" -> "Supplier History".
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Go to {{Menu|{{SL}}|Customer History}}, or {{Menu|{{PL}}|Supplier History}}.
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* Enter the customers or supplier code if known, or [[How do I find a customer?|search]] for a customer or supplier.
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* Enter the customer or supplier code if known, or [[How do I find a customer?|search]] for a customer or supplier.
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* Once you have found the customer or supplier, press {{KeyPress|Enter}} at Document or type in the document number and press {{KeyPress|Enter}}.
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* Once you have found the customer or supplier, press {{KeyPress|ENTER}} at {{DataPrompt|Document}} or type in the document number and press {{KeyPress|ENTER}}.
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* With the cursor next to the transaction for which you want the Nominal Ledger Number, press {{KeyPress|Shift+F2}}.  
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* With the cursor next to the transaction for which you want the Nominal Ledger Number, press {{KeyPress|S-F2}}.
 
* The nominal ledger number is shown on the left hand side of the screen about half way down.
 
* The nominal ledger number is shown on the left hand side of the screen about half way down.
  
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== Nominal Ledger ==
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=== {{NL}} ===
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You can find a nominal ledger number from the Nominal Ledger if you know the centre the transaction is posted to. Using the Nominal History you can view the entries made and their credentials.
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You can find a nominal ledger number easily using the Nominal Review.
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Go To "Nominal Ledger" -> "Nominal History" -> "View Centre History"
 
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* Enter the nominal centre code into "Start Centre" and press {{KeyPress|Enter}} this will repeat the centre code into "End Centre"
 
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* Enter the date range you are interested in and press {{KeyPress|F2}} to run the report.
 
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Here moving the cursor down you should find the transaction you are looking for and the nominal ledger number.
 
  
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Go to {{Menu|{{NL}}|Nominal Review}}.
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* At {{DataPrompt|Journal from}}, enter the nominal ledger number and press {{KeyPress|ENTER}}. This will repeat the nominal ledger number into {{DataPrompt|Journal to}} automatically for you.
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* If it is a historic nominal ledger number, you will need to make sure {{DataPrompt|Include historic}} is set to {{DataValue|Yes}}.
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* Press {{KeyPress|F2}} or {{Button|Search}} to begin the search.
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* You can view the results as they were posted by pressing {{KeyPress|F5}} or using the button labelled {{Button|View}} or {{Button|Edit}}.
  
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== See also ==
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* [[Posting journals]]
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* [[Posting cashbook entries]]
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* [[How do I create a nominal code?]]
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* [[How do I find a Sales/Purchase Ledger Number?]]
  
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{{FAQ}}{{KB_Tags|Nominal Ledger, Ledger Numbers, Nominal Ledger Number}}{{KB_NL}}{{ZN_Accounts}}
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{{KB_Tags|nominal ledger, ledger numbers, nominal ledger number}}
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{{FAQ}}{{How}}{{KB_NL}}{{ZN_Accounts}}

Latest revision as of 05:34, 19 June 2019

Summary

This article explains how to find a specific nominal ledger number in your Platinum system.

More Information

There are a number of different ways, depending on the circumstances, to find a nominal ledger number.

For example, you may want to know the nominal ledger number for a Sales Ledger invoice, that has been updated to the Nominal Ledger; you might want to break down a Nominal Centre, between a date range, to analyse the transactions to find out the Nominal Ledger number from there.

Sales Ledger/Purchase Ledger Transactions

You can use either Customer History or Supplier History, depending whether the transaction came from Sales Ledger or Purchase Ledger, to find out the transaction's Nominal Ledger number.

Go to " Sales Ledger Customer History", or " Purchase Ledger Supplier History".

  • Enter the customer or supplier code if known, or search for a customer or supplier.
  • Once you have found the customer or supplier, press <Enter> at "Document" or type in the document number and press <Enter>.
  • With the cursor next to the transaction for which you want the Nominal Ledger Number, press <Shift+F2>.
  • The nominal ledger number is shown on the left hand side of the screen about half way down.

Nominal Ledger

You can find a nominal ledger number easily using the Nominal Review.

Go to " Nominal Ledger Nominal Review".

  • At "Journal from", enter the nominal ledger number and press <Enter>. This will repeat the nominal ledger number into "Journal to" automatically for you.
  • If it is a historic nominal ledger number, you will need to make sure "Include historic" is set to 'Yes'.
  • Press <F2> or [Search] to begin the search.
  • You can view the results as they were posted by pressing <F5> or using the button labelled [View] or [Edit].

See also


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Keywords AND Misspellings
nominal ledger, ledger numbers, nominal ledger number
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