How To: Create a Sales Nominal Account for a Customer
Creating a sales nominal and mapping it against a customer allows the sales for that customer to be reported on in the accounts. The sales would not be added to the main sales nominal. There are two stages involved:
- Creating the sales nominal.
- Mapping the sales nominal against the customer.
See Sales Nominal Hierarchy for the sales nominal hierarchy.
Notes:
- The system will warn the user when saving a new entry if a duplicate nominal code has been created. The user can acknowledge the warning and continue or change the code used before saving again.
- You cannot have duplicate nominal codes.
Note : If you have duplicate nominal codes before upgrading to a version that does not allow duplicate codes, if you go into edit mode and try to save then a warning will appear and you will not be able to save.
Create the Sales Nominal
- Open an Accounts screen .
- Open the
[ Accounts | Nominal Accounts | Nominal Accounts ]
screen. - Press Alt+E or click to enter edit mode.
- Press F3 or click to add a new item.
- Enter the following information:
- Code: enter the Nominal Code.
- Description: for example Sales - Fred Bloggs.
- System Type: Sale
- Account Type: Company
- Press Ctrl+S or click to save changes
Mapping the sales nominal against the company
- Open a Customer screen .
- Load the required customer record.
- Open the
[ Detail | Financial ]
tab. - Press Alt+E or click to enter edit mode.
- In the SNominal dropdown in the bottom left, select the sales nominal you created above.
- Press Ctrl+S or click to save the record.