Accessing an Account

When the Display accounts option is selected, the system prompts you for an account number. If you do not know the account number, click the Ellipsis button to search either by Short name or Word search.

Note: If you want to access a series of accounts in either Account Code or Short Name order, you can use the or buttons to move backwards or forwards through the file without having to enter an account code or a short name.

Short name search:

Click the Account field Ellipsis button to activate the Short name search.

A Supplier accounts form is opened with button prompts to perform a Short name search or Word Search.
Click the Short name button.

A list of all accounts is presented in short name order showing the short name, account code, name and part of the address fields.

Tip: You can limit the search to a specific letter or letters by entering your search criteria into the field to the left of the Short name button. This search is case sensitive and searches on the Short Name field.
Select the required account from the Supplier accounts form, and click the OK button. For details of the results, refer to Step 3 of the Word Search.

Word search:

Click the Account field Ellipsis button to activate the Word search.

A Supplier accounts form is opened with button prompts to perform Short name or Word Search.

The following data is present in the word search index for Purchase Ledger accounts.
- Suppliers Name
- Address Lines 1-5
- Post Code
- Short Name
- Phone Number
Enter the words on which you want to search, and click the Word Search button.

A list of matching records is displayed showing the short name, account code, name and part of the address fields.
Select a matching record from the search results and click the OK button.

Tip: To abort the search without selecting an account, click the Cancel button.

The Main-details tab is presented in the foreground of a multi-tabbed Display Supplier Account Details form. Some of the tabs are optional, depending on the setting of the system parameters.

Note: To link to a description of the tabs, click on the appropriate tab description below.
Tip: If you request a new account from a particular tab, the system presents the same tab of information for the new account. For example, if displaying the Financial tab for account A0001 you enter a new account in the Account field as A0002, the Financial tab for A0002 is shown. This facility allows you to move quickly through a series of different accounts displaying the same tab of information for each account.

BUTTONS: