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 to enter edit mode.
4. Press F3 or click 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 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 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 to save the record.

See Also

• Accounts overview
• System Nominal Accounts
• Customer/Supplier Screen screen