Table of Contents

Cash sale entity code is the default cash sale debtor
Minimum GP% and Target Markup is used to:
1. colour prices on price lists below the minimum amount
2. Can alert managers to sales orders below minimum GP%
Auto Allocate invoices - used when a payment is entered and will allocate the oldest invoices to the payment
Auto off credit hold - removes customers and orders from hold (only those on hold due to debt) when a payment removes the hold requirement
Max Debtor write-off adjustment - allows users with Secure Features to write off small amounts - see Getting orders off hold and out the door#Savethepaymentandupdatetheallocations
Max Creditor write off adjustment - allows users with Secure Features to write off small amounts - Supplier Invoices and Payments#SmallAmountWriteoffs
Fee service - determines the service to be added to the invoice for cheque payment charge
Default price list - will default for all new debtors. Note that each price list has unique values for each branch in the system.

Booking Services and Fees

...

Print templates

A print template defines the layout of the report generated for a journal type.
The print template must be built by an our developer before it can be assigned to a journal type.

Print templates can be attached to emails that are sent from the system - see Entering Email Templates

Info
When the system is looking for a report to use it looks in the following order: The report name (eg invoice.mrt) prefixed by the search code of the host company, eg SOULFRESinvoice.mrt or KARMAinvoice.mrt The report name prefixed by the host company Report Prefix, eg SFinvoice.mrt The report name with no prefix, eg invoice.mrt

Journal Type
- The type of journal that the template applies to.
  - Description ::A description of the use of the template.
  - Template ::The file name of the print template. This will be provided by the our developer.
  - Trigger Account ::is the account that will trigger the email to be sent

...

Versions Compared