This tab is on the SL system parameters form. Certain system parameters have a general significance in the Sales Ledger and should be set up before starting to work with it. The General Tab is grouped into sections of related parameters. These parameters are described here a section at a time.
Account code verification image: |
This mask is a verification mask against which the system checks Account numbers as they are created, amended or used in any way within the Sales Ledger files. Because this image is crucial to the whole set-up and functioning of the Sales Ledger, once this field is set, it cannot be amended other than by an Autoline consultant.
This mask can be composed from the following characters:
What this means, is that, for every position in the Account number, the system will check the character against the corresponding character in the mask. If a character in the Account number lies outside the permitted character type, the account code will not be accepted. For example, if the mask takes the form ######, Account numbers must consist of six numeric characters only. |
Note: The possible number, position and value, of the characters entered, are all controlled by the verification mask.
Area code verification image: |
This mask is a verification mask against which the system checks
Area codes as they are entered onto the Sales Ledger Header records.
This mask can be composed from the following characters:
What this means, is that, for every position in the Area Code, the system will check the character against the corresponding character in the mask. If a character in the Area Code lies outside the permitted character type, the number will not be accepted. For example, if the mask takes the form A###, Area Codes must consist of four characters, the first of which must be alpha and the next three numeric. |
Note: The possible number, position and value, of the characters entered, are all controlled by the verification mask.
Allow auto-creation of SL accounts: |
This check-box, when set,  allows the user to create a Sales Ledger account on-the-fly if, while entering data, it is found that a specific Sales Ledger Account is not on-file. It is operative in the Batch-input of documents and the Generate and print documents options.
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Update master account links: |
This check-box, when set, will cause Autoline to update the CRM and Sales Ledger records linked to Master Debtors records when changing information held on Master Debtor records.
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Account types with no CRM link: |
The string of account types entered in here will not be forced to have a CRM record link, e.g.: Account type I = Internal accounts, entered into this string, will mean that you do not require CRM links for any of your Internal accounts when creating or amending the accounts.
Note: It is possible to leave a space in the string of characters e.g. AI V, meaning that the "blank" account type does not require a CRM link. There is also the opportunity to input the character "0" (as per the hover text over the field). This is NOT a valid account type, but is used to warn the user that ALL account types DO require a CRM link if "0" is entered on its own in this field. If the field has nothing entered in it at all, it means that account types do NOT require a link to CRM. |
Auto-number accounts: |
This check-box, when set, will switch on an Account number allocation assistance facility.
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Master debtor file: |
Enter here the company number in whose file system your Master Debtors file is held if you wish to use the Master Debtors facility. If the concept of master debtors is not being used, this field should be left blank. For further information on Master debtors, click this hyper-link. |
Period to retain received payments: |
This parameter instructs Autoline how long you wish to retain Payments received records. When the Clear Received Payments option is executed, it is this parameter that it uses to calculate whether the record should be deleted. Enter here the number of days for which you wish to retain records. |
Internal VAT code: |
Enter here the VAT code you wish Autoline to use for all Internal transactions. |
Use document transfer: |
This check-box, when set, will allow the Document transfer option to appear on the main SALES LEDGER menu.
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Priority to create SL accts. outside SL: |
This parameter controls whether a user can create Sales Ledger accounts from a facility outside the SALES LEDGER module. Your options for this field are: 0 - 9, or N. The numbers are priority levels of the user. If a user's access priority is equal to, or greater than, the priority set, the user can execute this feature. The 'N' = 'Never', which means that no user, whatever the priority, can execute this feature. |
Priority to refund deposits taken: |
This parameter controls whether a user can refund a deposit previously taken from a customer. Your options for this field are: 0 - 9 or N. The numbers are priority levels of the user. If a user's access priority is equal to, or greater than, the priority set, the user can execute this feature. The 'N' = 'Never', which means that no user, whatever the priority, can execute this feature. |
Account turnover VAT inclusive: |
This check-box, when set, instructs the system to include VAT in the turnover values held on each account header. The turnover figures referred to are: the Account-to-date, the Period-to-date and The Year-to-date, figures. These fields are updated when the day-books are processed.
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Age 'On Account' against oldest: |
This check-box, when set, instructs the system to age on-account payments against the oldest items. It controls the Financial Tab display in the Display Accounts option.
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ATD figure to be last year's YTD: |
This check-box, when set, instructs Autoline to use the Account-to-Date (ATD) values as last-year values. It instructs Autoline to transfer the Year-to-Date (YTD) values to the ATD field at year end.
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Note: If not checked, the Account-to-Date field will always hold the turnover since the account was opened.
Edit text Priority: |
This field contains the access priority level needed to edit text in the Display accounts option. Your options for this field are: 0 - 9, or N. The numbers are priority levels of the user. If a user's access priority is equal to, or greater than, the priority set, the user can execute this feature. The 'N' = 'No', which means that no user, whatever the priority, can execute this feature. |
Display terms: |
This check-box controls which age terms are used in the calculation of the age analysis shown on the Financial Tab in the Display Accounts option. When set, Autoline will use the 'Age Analysis Terms' held in systems parameters on the Formats Tab. If unset, Autoline will use the Terms held on the Sales Ledger header record that you are displaying.
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Display transaction path: |
This parameter determines the default sequence in which transactions are displayed when viewing the Transactions tab of a Sales Ledger account when using the Display accounts option. Your options are:
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Tip: This parameter is only a default, as the display sequences can be changed during the use of Display accounts.
Check statement flag in clear paid docs: |
Each transaction record has a 'printed on statements' flag, which is set on the first printing of Statements which includes the specific transactions. When set, it will prevent the Clear paid documents option from removing the fully paid transactions from the account unless they have been printed on at least one statement as well as meeting all the other Clear Paid Documents criteria.
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Clear paid documents date: |
This parameter specifies which date you wish to use as your start-date to which the retention periods are applied before paid documents will clear in the Clear paid documents options on the Miscellaneous menu.
Your options are:
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Tip: Setting the parameter to "C" ensures that the most recent paid documents will be retained for longer, allowing retrospective Age analysis to be printed further back in history.
Debtors' history required: |
This check-box, when set, instructs Autoline to hold a debtors' history. It is used by the Sales Ledger End current period option.
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Archive transactions: |
This check-box, when set, instructs the system to transfer the transactions to an
archive file when the Clear paid documents option is executed.
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