This option allows you to set up the default entries or template (sometimes referred to as the initial record) for new Sales Ledger accounts created. These defaults extend to the Main Details, Other Details, Financial and BACS Details tabs. It is unlikely that any defaults will be applied to the Financial and BACS Details tab. In this way, for example, if a single currency is being used, the Currency code on the Main-details tab can be entered onto the Account defaults and would then default into that field for every new account created. This would then save you having to enter it on every record created.
Warning: Caution should be exercised when setting up these defaults, to avoid the situation where the default set is not common to all new accounts created and therefore potentially could prevent an operator determining the correct code/parameter out of a choice available.
The descriptions and available content of each field is described in the Add/Modify Sales Ledger Accounts help files which are broken down into the four tabs as below.
Other buttons that are available on the Debtor Accounts, Initial Record form are as follows:
Help |
This button is used to access the online help facility for this topic. |
Save |
This button is used to save any record changes and make them permanent to the default record. |
Cancel |
This button can be used to end the function and return to the System Maintenance menu therefore leaving the records unaffected. |
