CONTROL DEFAULTS (FORMATS TAB)

Overview

The Controls Defaults Format Tab set-up form is accessed via the Kerridge Utilities / Control Defaults menu options within the Contract Administration module.

The Format Tab is used to define (at set-up) the default stationery formats for invoices printed within the Contact Administration module. These are overridden by formats defined within Batch Control. The default is used for any invoices not included within a batch.

• Sales Invoices

The default format stationery definition ID used for printing sales invoices for example, K01.

• Credit Note

Not currently used by the system.

• Finance Repayment

The default format stationery definition ID used for printing repayment invoices to finance houses.

• Broker Payments

The default format stationery definition ID used for printing payment invoices to brokers.

• Purchase Items

The default format stationery definition ID used for printing Purchase Ledger invoices.

• Un-batched Sales Invoices Batch Code

The drop-down arrow immediately to the right of this field displays the current available options:

• I  Invoices are batched by invoice date.
• R  Invoices are batched by registration number
• A  Invoices are batched by account code. Results in the various items appearing on the one invoice by batch type.