Difference between revisions of "Accounts Receivable System Setup"
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| '''Print contact with name and address''' || Example | | '''Print contact with name and address''' || Example | ||
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| − | | '''Attn prefix''' || | + | | '''Attn prefix''' || If selected, this prefix precedes the contact name in the Past Due Report (AR34) output |
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Revision as of 14:51, 21 September 2012
Contents
Overview of AR01
Accounts Receivable System Setup is a multi-tabbed workspace that enables you to establish a foundation for use of Accounts Receivable functions. Many of the settings found here will be selected then rarely if ever changed.
- From the DDI Connect main menu, double-click Accounts Receivable
- Double-click Setup
- Double-click Accounts Receivable System Setup. You will see this screen:
There are multiple tabs available on this screen.
NOTE: If your organization has multiple entities, you will want to click the drop down arrow to the right of the Settings field and select the entity that you wish to make changes for.
To modify settings on this screen, click the Edit button. The fields will enable for modification.
General tab
The following fields are available on this screen:
| Field | Description |
|---|---|
| Use Name/Address System to maintain customers | Selecting this option uses the Name/Address system to store and maintain customer records. Otherwise customer records are not accessible through Name/Address. Selecting this box enables the Address types field |
| Address types | List of codes representing constituent addresses applicable to accounts-receivable functions. Relevant only when the Name/Address system is used to store customer name records. Enter the code or codes, separated by commas, or click the list icon to select from a list of active address type codes in the system |
| Post to general ledger | Selecting this option posts all accounts-receivable transactions to the general ledger when G/L Transaction Posting (FW20) runs (provided the accounts-receivable criterion is selected). Otherwise AR transactions are created, but they are not posted to the general ledger |
Settings tab
When you click the Settings tab, you will see this screen:
The following fields are available on this screen:
| Field | Description |
|---|---|
| Reset receipt numbers each year | Example |
| Default customer class | Example |
| Default terms code | Example |
| Print contact with name and address | Example |
| Attn prefix | If selected, this prefix precedes the contact name in the Past Due Report (AR34) output |
