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:

  1. Creating the sales nominal.
  2. 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

  1. Open an Accounts screen (show me how).
  2. Open the [ Accounts | Nominal Accounts | Nominal Accounts ] screen.
  3. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. Press F3 or click the NEW ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right to add a new item.
  5. Enter the following information:
    1. Code: enter the Nominal Code.
    2. Description: for example Sales - Fred Bloggs.
    3. System Type: Sale
    4. Account Type: Company
  6. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save changes

Mapping the sales nominal against the company

  1. Open a Customer screen (show me how).
  2. Load the required customer record.
  3. Open the [ Detail | Financial ] tab.
  4. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  5. In the SNominal dropdown in the bottom left, select the sales nominal you created above.
  6. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save the record.

See Also


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