Before the Sales Ledger accounts can be set up at least one Category code must exist.
This option allows you to create or amend a single-character alphanumeric Category code and a description. e.g. 'C' for Cash Sales. These codes are for the general convenience of the user in grouping or categorising Sales Ledger accounts. If the Point-of-Sale function is active, a series of pre-determined categories must be used for certain accounts. The Autoline installation consultant will assist you in setting these up.
On selection of the option you should be presented with the SL Account categories form which offers the following buttons; Exit, Help, Ad-hoc, Grid, Sort, Create, Delete, Next and Previous.
If however the form you are presented with has a Column button on the bottom right then click this button and then you will be presented with the correct form for maintenance of records.
To create a new Category Code click the Create button and enter the relevant details into the Category and Description fields.
Each field is a user-definable field supporting alpha and numeric characters. Once all the fields have been completed click the Save button.
To amend an existing record, locate the record by using the Next and Previous buttons. Once the record is displayed on the form double click any field in the record and it will be opened in edit mode for you. Make your changes and click the Save button.
To delete an existing record, locate the record by using the Next and Previous buttons. Once the record is displayed on the form click Delete button.
Clicking either the Next, Previous or Grid buttons will view previously created codes.
