This help topic, part of Add/Modify Accounts, explains how to amend Sales Ledger accounts that already exist in your ledger.
On entry to the option you will be presented with the Debtor Accounts form upon which you can Amend existing accounts. This form will have the default values, from your Account defaults record, already entered for you.
Using the search facilities provided locate the account you wish to amend or alternatively if the account code is known then enter directly into the Account field at the top of the Debtor Accounts form.
Having entered an account code that matches the image in the Sales Ledger System Parameters and tabbed off the Account field, Autoline will load the selected record in display mode and place an entry into the Message box at the bottom right of the form to inform you the Record loaded OK. If Autoline is unable to find the account entered then the Message box will read Record not Found.
Click the Amend button and Autoline will inform you if the Account has a balance or history attached to it. If this is the case Click the OK button and the following fields are disabled.
VAT group
Currency code
Account type
Control account
Whether you have had to respond to a message or not when the record has been successfully loaded Autoline will place an entry into the Message box at the bottom right of the form to inform you the Record secured OK.
You can now amend or enter new data into any of the editable fields on any of the tabs of the record.
Once all your amendments and new data have been entered click the Save button and Autoline will place an entry into the Message box at the bottom right of the form to inform you the Record saved OK.
You can now return to the menu by clicking the Exit button. Alternatively you can repeat the procedure and amend further accounts.
