Difference between revisions of "How do I find a Sales/Purchase Ledger Number?"
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== Summary == | == Summary == | ||
| − | This article explains how to find a specific {{SL}}\{{PL}} ledger number in your Platinum system. | + | This article explains how to find a specific {{SL}}\{{PL}} ledger number in your Platinum system. |
== More Information == | == More Information == | ||
| − | Every accounting transaction posted in Platinum is allocated an internal reference number called a ledger number. These are allocated in the order that the transactions are recorded. There are separate sets of numbers for Sales, Purchase and Nominal Ledgers. They are particularly useful in the | + | Every accounting transaction posted in Platinum is allocated an internal reference number called a ledger number. These are allocated in the order that the transactions are recorded. There are separate sets of numbers for Sales, Purchase and Nominal Ledgers. They are particularly useful in the {{PL}}, where they can be used as a filing reference. |
| − | *To find a | + | *To find a {{PL}} transaction by its ledger number, go to {{Menu|{{PL}}|Supplier History}}. |
| − | *Leave the account code blank, and press {{KeyPress|F7}}. | + | *Leave the account code blank, and press {{KeyPress|F7}}. |
*Press {{KeyPress|F9}}. | *Press {{KeyPress|F9}}. | ||
*Click on {{DataPrompt|Ledger Number}}. | *Click on {{DataPrompt|Ledger Number}}. | ||
| Line 13: | Line 13: | ||
*If the transaction is found, the system will take you straight to the supplier to whom that transaction belongs. If it is not found, the system will tell you, and either the number is not correct, or the item may have been archived. | *If the transaction is found, the system will take you straight to the supplier to whom that transaction belongs. If it is not found, the system will tell you, and either the number is not correct, or the item may have been archived. | ||
| − | {{Tip|text=To search for a | + | {{Tip|text=To search for a {{SL}} number, go to {{Menu|{{SL}}|Customer History}} and continue from there.}} |
== See also == | == See also == | ||
| Line 19: | Line 19: | ||
{{KB_Tags|accounts, ledger number, transaction, reference, purchase, ledger, sales, history, activity}} | {{KB_Tags|accounts, ledger number, transaction, reference, purchase, ledger, sales, history, activity}} | ||
| − | {{KB_PL}}{{KB_SL}}{{ZN_Accounts}} | + | {{How}}{{KB_PL}}{{KB_SL}}{{ZN_Accounts}} |
Latest revision as of 05:34, 19 June 2019
Summary
This article explains how to find a specific Sales Ledger\Purchase Ledger ledger number in your Platinum system.
More Information
Every accounting transaction posted in Platinum is allocated an internal reference number called a ledger number. These are allocated in the order that the transactions are recorded. There are separate sets of numbers for Sales, Purchase and Nominal Ledgers. They are particularly useful in the Purchase Ledger, where they can be used as a filing reference.
- To find a Purchase Ledger transaction by its ledger number, go to " Purchase Ledger Supplier History".
- Leave the account code blank, and press <F7>.
- Press <F9>.
- Click on "Ledger Number".
- Type the ledger number for which you are looking.
- Click [Search].
- If the transaction is found, the system will take you straight to the supplier to whom that transaction belongs. If it is not found, the system will tell you, and either the number is not correct, or the item may have been archived.
 | To search for a Sales Ledger number, go to " Sales Ledger Customer History" and continue from there. |
See also
