How To: Create Sales Nominal Accounts for UK, EU and WW Sales

To create different nominal accounts for UK, EU and WW sales requires the following two stages:

  1. Create a sales nominal account for:
    • UK Sales
    • EU Sales
    • WW Sales
  2. Map the Sales Nominal to the countries in [ System Data | International | Countries ]

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.
  • If the option Post header totals only (Sales) is enabled in [ System Values | Accounts | General | General ] then manufacturer / stock type / stock item nominal mappings cannot be used.
  • 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 Nominals

  1. Open an Accounts screen (show me how).
  2. Open the [ Nominal Accounts | Nominal Accounts ] tab.
  3. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. Create the UK Sales nominal:
    1. Enter the Code to be used for the UK Sales nominal.
    2. Add a description of UK Sales.
    3. System Type of Sales.
    4. Account Type of Country.
    Note: if there is an existing Sales nominal, update the nominal description to UK Sales.
  5. 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.
  6. Create the EU Sales nominal:
    1. Enter the Code to be used for the EU Sales nominal.
    2. Add a description of EU Sales.
    3. System Type of Sales.
    4. Account Type of Country.
  7. Create the WW Sales nominal:
    1. Enter the Code to be used for the WW Sales nominal.
    2. Add a description of WW Sales.
    3. System Type of Sales.
    4. Account Type of Country.
  8. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save changes

Map the Sales Nominals

Map the EU Sales Nominal to the EU Countries

  1. Open a System Data screen (show me how).
  2. In [ International | Countries ] tab.
  3. Right-click on the EU column heading to sort the grid on EU countries.
  4. Green-select all EU countries.
    Hint: Focus on a ticked box and pressCtrl+ Shift+R.
  5. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  6. Focus in the SNominal column.
  7. Right-click and select Apply Value Range.
  8. Select theEU Sales nominal from the list.
  9. Click on OK.

Map the WW Sales Nominal to the WW Countries

  1. Ctrl+A to reverse the green-selected lines.
  2. Focus in the SNominal column.
  3. Right-click and select Apply Value Range.
  4. Select theWW Sales nominal from the list.
  5. Click on OK.
  6. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save changes

Map the UK Sales Nominal to the UK Countries

  1. Click on the Zone column so all UK countries are adjacent.
  2. Green-select all UK countries.
    Hint: Focus on the UK zone and pressCtrl+ Shift+R.
  3. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. Right-click and select Apply Value Range.
  5. Select theUK Sales nominal from the list.
  6. Click on OK.
  7. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save changes

See Also


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