Difference between revisions of "How do I create a sales or purchase centre?"

From Catalyst
Jump to: navigation, search
(→‎Creating a New Centre)
(Bulk update)
 
(One intermediate revision by one other user not shown)
Line 37: Line 37:
 
* At {{DataPrompt|Search on:}} find the centre you want to copy with {{Button|Search}} or {{Button|List}}.
 
* At {{DataPrompt|Search on:}} find the centre you want to copy with {{Button|Search}} or {{Button|List}}.
 
* Press {{Button|Copy}} to copy your selected centre.
 
* Press {{Button|Copy}} to copy your selected centre.
−
* Enter the centre code you want the new centre to have and press {{Button|Copy}}.
+
* The next available number will be generated but you may over type this with a number of your choice if you wish.
−
** You can enter any number and use {{KeyPress|A-F1}} to find the next available centre from the number entered if you are allocating your centres in blocks.
+
{{Information|text=Please note you may not choose a centre which is already in use as you cannot merge centre details.}}
−
** The centre code you use cannot already be in use (You cannot merge centre details).
+
* All details will be copied.
−
* This will copy that users :
+
** Amend the {{DataPrompt|Description}} and any other details to suit.
−
** General details.
 
−
** Attributes.
 
−
** Notes.
 
−
* Fill out any details as required (see above).
 
  
−
Once you have made all the changes you require press {{Button|Done}} and {{KeyPress|Accept}} your copied centre.
+
* Click {{Button|Done}} and {{KeyPress|Accept}}.
  
 
== See also ==
 
== See also ==

Latest revision as of 05:29, 7 October 2020

Summary

This article explains how to set up Sales and Purchase Centres within Platinum. For the purposes of this document, Sales Ledger and Purchase Ledger are interchangeable.

More Information

Creating a New Centre

Go into " Sales Ledger or Purchase Ledger Maintenance Options Centre Maintenance Add or Edit Centres".

Details
  • Press [Add] to create your new centre.
  • At "Centre:", enter the new code you wish to create.
    • You can use <Alt+F1> to use the next available centre.
  • At "Description:", enter a suitable description for the centre.
  • At "Revenue type:", enter a shorthand description of this code.
    • This will be used for creating new nominal codes automatically that are related to this sales\purchase centre.
  • At "Nominal Centre:", type the Nominal Code to which you wish to link.
Details - Cost of Sales
Please ensure you understand how the cost of sales works and is switched on before entering a cost of sale or work in progress centre.
  • At "Cost of sales centre:", enter the Nominal Code for the cost of sales relating to these sales.
  • At "Work in progress centre:", enter the Nominal Code for the work in progress relating to these sales.
    • Attributes
    • You can allocate attributes to your centre for detailed reporting.
    Notes
    • Enter any notes you wish to store against this centre.

    Once you have entered all your centre details press [Done] and <Accept> your new centre.

    Copying an Existing Centre

    Go into " Sales Ledger or Purchase Ledger Maintenance Options Centre Maintenance Add or Edit Centres".

    • At "Search on:" find the centre you want to copy with [Search] or [List].
    • Press [Copy] to copy your selected centre.
    • The next available number will be generated but you may over type this with a number of your choice if you wish.
    		Please note you may not choose a centre which is already in use as you cannot merge centre details.
    • All details will be copied.
      • Amend the "Description" and any other details to suit.
    • Click [Done] and <Accept>.

    See also


    Feedback
    Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
    Keywords AND Misspellings
    centre, center, sales, purchase, sales centre, purchase centre, cost centre
    Tags

    GR52

    Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=How_do_I_create_a_sales_or_purchase_centre%3F&oldid=42267"