Accessed via
Address Management,
selecting
Credit Controls
from the
Edit
Menu
or by selecting the
icon
from the
Toolbar
and selecting the
Accounts Tab
.
This Tab allows for up to twenty different Sales Ledger accounts (in addition to the primary Sales Ledger account) to be taken into account when calculating the outstanding debt for this customer. These accounts are checked for unpaid invoices, the value of which are added to the other items forming the outstanding debt calculation.
This area displays an Accounts Grid containing the following fields:
A specific Sales Ledger account code (e.g. A0014 ) to be taken into account when calculating the outstanding debt for this customer.
A single-left-click of the mouse within this column enables an ellipsis button (...). Selection of the ellipsis button immediately to the right of this field initiates an SL Accounts Search that enables selection from the current available SL account codes. The cursor is located in the search field. Key part or all of the required account code (this must be in the correct case) and select the Account Code command button. Accounts matching the entered criteria are displayed and, having selected the required code by highlighting with the mouse, the OK command button is used to confirm this selection and return to the Accounts Tab .
The full Sales Ledger account name associated with the selected account code. This column is populated automatically following selection of the Account .
Up to twenty different Sales Ledger accounts may be selected.