data_load_-_customer_load_-_national_accounts
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data_load_-_customer_load_-_national_accounts [2010/08/17 10:29 (14 years ago)] – andrew | data_load_-_customer_load_-_national_accounts [2013/02/26 13:58 (11 years ago)] – pwright | ||
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* In the Account Number create an account number which is used to link the subsidiary to the head office. | * In the Account Number create an account number which is used to link the subsidiary to the head office. | ||
- | ==== National Accounts Matching Toolbox ==== | ||
- | When the data load is complete, use the toobox routine National Accounts matching which will link them all up with a test feature, before committing the matches.\\ | ||
- | * Match by first bunch of characters. | ||
- | HF1001\\ | ||
- | HF1002\\ | ||
- | \\ | ||
- | WHF1001\\ | ||
- | WHF1002\\ | ||
- | \\ | ||
- | HFG101\\ | ||
- | HFG102\\ | ||
- | * Match by first N(2) characters\\ | + | === ==== National Accounts Matching Toolbox ==== === |
- | HF1001\\ | + | |
- | HF1002\\ | + | |
- | HFW1012\\ | + | |
- | HFC1012\\ | + | |
- | \\ | + | |
- | + | ||
- | Sample | + | |
- | + | ||
- | ^Name | + | |
- | |Home Furniture | + | |
- | |Home Furniture Westbank | + | |
- | |Home Furniture Penticton | + | |
- | |Home Furniture Summerland |HF1004 | + | |
- | + | ||
- | + | ||
+ | National Accounts is a System Five feature to handle a business requirement where Invoices for Goods Sold to Subsidiaries of a Head Office, will be Tracked Back To, Reported On and Paid by the head office. | ||
+ | . | ||
+ | {{importing_linking_national_accounts.pdf|}} | ||
data_load_-_customer_load_-_national_accounts.txt · Last modified: 2013/02/26 14:03 (11 years ago) by pwright