Exact Globe+

Creating sources

Menu path

To create a source, select the Marketing tab from one of the existing debtor or creditor accounts.

Introduction

Sources are used to determine the communication method between your company and its creditors and debtors. You can only create sources for creditors and debtors. To create a source, select the Marketing tab from one of the existing debtor or creditor accounts. In this document, the creditor account at Finance ➔ Accounts payable ➔ Maintain is used.

Fields

The Sources screen is displayed when you select Source.

Search

Click this to search for entries based on the defined criteria.

Clear

Click this to clear the defined criteria.

Rows

Type the number of rows to be displayed for each page. If you have set the default number of rows to 10, then 10 rows will be displayed. Therefore, if you have more than 10 rows listed, you will see the Previous and Next buttons.

Click this to return to the previous list of entries.

Click this to go to the next list of entries.

Code

Type a code to display the specific source.

Description

Type the description to display the specific source.

Buttons

Select

Click this to select a source and return to the Marketing tab.

Note: This button is enabled after you have selected a source.

Open

Click this to view the selected source.

Note: This button is enabled after you have selected a source.

New

Click this to create a source. The Sources - Exact screen will be displayed. Define the fields and click Save to save the source, New to create another source, or Close to exit.

Close

Click this to exit.

Main Category:	Attachments & notes	Document Type:	Support - On-line help
Category:		Security level:	All - 0
Sub category:		Document ID:	13.037.095
Assortment:	Exact Globe+	Date:	26-09-2022
Release:		Attachment:
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