data_load_-_customer_load_-_national_accounts
Differences
This shows you the differences between two versions of the page.
Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
data_load_-_customer_load_-_national_accounts [2010/08/17 10:29 (14 years ago)] – andrew | data_load_-_customer_load_-_national_accounts [2013/02/26 14:03 (11 years ago)] (current) – pwright | ||
---|---|---|---|
Line 1: | Line 1: | ||
===== National Accounts - Head Office Subsidiaries ===== | ===== National Accounts - Head Office Subsidiaries ===== | ||
+ | |||
==== Customer Load ==== | ==== Customer Load ==== | ||
- | To load in Head Office and Subsidiaries accounts | + | To load in Head Office and Subsidiaries accounts |
- | * In the National Header create a heading " | + | |
- | * In the Account Number create an account number which is used to link the subsidiary to the head office. | + | |
- | + | ||
- | ==== National Accounts Matching Toolbox ==== | + | |
- | When the data load is complete, use the toobox routine National Accounts matching which will link them all up with a test feature, before committing the matches.\\ | + | |
- | * Match by first bunch of characters. | + | |
- | HF1001\\ | + | |
- | HF1002\\ | + | |
- | \\ | + | |
- | WHF1001\\ | + | |
- | WHF1002\\ | + | |
- | \\ | + | |
- | HFG101\\ | + | |
- | HFG102\\ | + | |
- | + | ||
- | * Match by first N(2) characters\\ | + | |
- | HF1001\\ | + | |
- | HF1002\\ | + | |
- | HFW1012\\ | + | |
- | HFC1012\\ | + | |
- | \\ | + | |
- | Sample | + | ==== ==== National Accounts Matching Toolbox ==== ==== |
- | ^Name | ||
- | |Home Furniture | ||
- | |Home Furniture Westbank | ||
- | |Home Furniture Penticton | ||
- | |Home Furniture Summerland |HF1004 | ||
- | + | National Accounts is a System Five feature to handle a business requirement where Invoices for Goods Sold to Subsidiaries of a Head Office, will be Tracked Back To, Reported On and Paid by the head office. | |
+ | {{importing_linking_national_accounts.pdf|}} | ||
data_load_-_customer_load_-_national_accounts.txt · Last modified: 2013/02/26 14:03 (11 years ago) by pwright