See also: Display Accounts
This tab holds additional information about the supplier record.
Some of the fields on this tab are entered by you and others are updated automatically by the system.
Account opened: The date on which the account was opened.
Account amended: The date on which the account was last amended.
Account closed: The date on which the account was closed.
Amended by: The user ID of the last person to amend this account record.
Periods unused: Indicates the number of periods for which this account has not been used. Reports and queries based on it can provide a guide to old accounts accumulating in the system. Such reports can also be useful as a warning of loss of revenue from particular accounts. The field is updated from the End current period option.
Unique account ref: Holds a unique reference allocated to this account code on creation of the new record.
Last payment date: The date of the last payment receipt made to this account.
Last payment amount: The monetary value of the last payment receipt made to this account.
Tip: The Unposted cash field on the Financial tab should be checked before accepting these fields at face value. Payments for the current working day may not have been posted and therefore the last payment date and amount may not be accurate.
CRM customer type: This indicates a link to the CRM module. It shows that the link in the CRM Module is to a company or customer.
CRM record number: The unique CRM record number within the type indicated in the previous field.
Note: Both these CRM link fields are updated by the system upon creation of the account. You are forced by the system to create a link to CRM dependant upon the string of account types held in the Purchase Ledger system parameters.
Discount code 1 and Discount code 2: Provide discount information for the Point-of-Sale module.
Discount code 1 is used for direct purchase of parts over the counter. Discount code 2 is used for purchase of parts via a workshop or bodyshop.
Analysis code 1 and Analysis code 2: Provide purchase analysis information for the Point-of-Sale module.
Analysis code 1 is used for direct purchase of parts over the counter. Analysis code 2 is used for purchase of parts via a workshop or bodyshop.
Supplier's AR code: Sales Ledger account code of the supplier.
Payment by BACS: This check box, if ticked, indicates that the local system of bank clearance payment is in operation for this account. If BACS is installed, the BACS tab becomes visible for each account.
If the check box is left unset, this indicates that this account is not going to be settled through the Bank Automated Clearing System.
Remittance Y/N: This check box is usually ticked, and signifies that remittances are to be printed for this account. When left unset, it prevents remittances being printed for this account even if they fall within the selection criteria chosen for printing in the Remittances option.
Remittance analysis: Allows a user-defined remittance analysis code to be associated with the account. The contents of this field can then be used as a selection criteria in remittances printing. This means that by using this field, you may print remittances in batches for specific analysis codes.
Reciprocal trading: This check box is for information only. If the check box is ticked, it indicates that this supplier is also a recipient of goods/services from your business. The field is left unset by default.
R/T account code: Shows the Sales Ledger account code if this supplier is also a supplier of goods or services to your business. It is a memo-only field.
ISO/BSI status: If the account is ISO accredited, this is the ISO status?
ISO registration number: The ISO number.
BACS account name: The account name for BACS transactions.
BACS sort code: The sort code for BACS transactions.
BACS account number: The actual account number for BACS transactions.
BACS account type: Specify the account type.
