Other Details Tab

System Updated Fields

Warning: On creation of an account none of the following fields should have data entered into them.

Account opened:	The date on which the account was opened.
Last amended:	The date on which the account was last amended.
Account closed:	The date on which the account was closed.
Last amended by:	The user ID of the last person to amend this account record.
Periods unused:	Indicates the number of periods for which this account has not been used. Reports and queries based on it can provide a guide to old accounts accumulating in Autoline. Such reports can also be useful as a warning of loss of revenue from particular accounts. The field is updated by the End current period option.
Unique account reference:	Holds a unique reference allocated to this account code on creation of the new record.
Last payment date:	The date of the last payment received into this account.
Last payment amount:	The monetary value of the last payment received into this account.

Tip: The Unposted cash allocations field on the Financial tab should be checked before accepting these fields at face value. Payments for the current working day may not have been posted and therefore the last payment date and amount may not be accurate.

CRM supplier type:	This indicates a link to the CRM module. It shows that the link in the CRM module is to a Company or Target record.
CRM record number:	The unique CRM record number within the type indicated in the previous field. Click the Ellipsis button to select the appropriate CRM record number.

Note: Both these CRM link fields are updated by the system upon creation of the account. You are forced by the system to create a link to CRM dependant upon the string of Account Types held in Purchase Ledger system parameters.

Fields Updated by Users

Discount code 1 and Discount code 2:	Provides discount information for the Purchase Control module. Discount code 1 is used for direct purchase of parts over the counter. Discount code 2 is used for purchase of parts via a workshop or bodyshop. These fields cannot be left blank. Click the Ellipsis button to select the appropriate code.
Analysis code 1 and Analysis code 2:	Provide purchase analysis information for the Purchase Control module. Analysis code 1 is used for direct purchase of parts over the counter. Analysis code 2 is used for purchase of parts via a workshop or bodyshop. Click the Ellipsis button to select the appropriate code.
Supplier's AR code:	Sales Ledger account code of the supplier.
Purchase inv type:	For use with Purchase control verification. There are 5 ways of populating the field. D means delivery note, in that the delivery note number is prompted for when verifying the goods. O means order number, in that the order number is prompted for when verifying the goods. S is for split surcharges- if a part number carries a surcharge, the supplier invoices part of it with a surcharge, and part of it without a surcharge. 1 and 2 are not currently used in standard Autoline configurations, but is related to situations where verification is not used.
Remittances:	This check box is usually ticked and signifies that remittances are to be printed for this account. When set to a blank, it prevents remittances being printed for this account even if they fall within the selection criteria chosen for printing in the Remittances option.
Remittance analysis:	Allows a user-defined statement analysis code to be associated with the account. The contents of this field can then be used as a selection criteria in statement printing. This means that by using this field, you may print remittances in batches for specific analysis codes.
Reciprocal trading:	This check box is for information only. If the box is ticked, it indicates that this supplier is also a supplier of goods or services to your business. By default, this field is unset.
Reciprocal account:	Shows the Purchase Ledger supplier's account code if this supplier is also a supplier of goods or services to your business. It is a memo-only field except when it is being used on an account for Vehicle Stock Books Inter Company Transfers (ICT's).
VSB transfer code:	This field is very rarely used in the Purchase Ledger, but is similar to the Vehicle Preparation field in thr Sales Ledger. It is effectively a code that is used to pass costs to a vehicle specification record.
ISO/BSI Status and ISO/BSI registration number:	The contents of this field indicates whether the supplier is an accredited ISO/BSI company, and if so, the registration number of the company.