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Updating accounts in batches

Menu path

CRM ➔ Processes ➔ Selections ➔ Actions, and then click Update. 

Introduction

The following screen is displayed when you select one account or more in the oveview of accounts to be maintained at CRM ➔ Processes ➔ Selections ➔ Actions and click Update. For more information, see Overview of accounts to be maintained. At this screen, you can update the selected accounts in batches.

It is therefore important to select the correct accounts and specify the correct options that you want to update. Updating is usually done when there are changes in the account details. For example, if a supplier has moved and you need to enter the new address of the supplier. Another example would be if the customer’s contact has changed, then you may want to update a new contact person for the customer.

What version are you using?

The information in this document is based on product update 422.

How do I create accounts receivable?

  1. Click New.
  2. Under the Financial tab at Name, type the name of the debtor. This is mandatory.
  3. Fill in other details, if required.
  4. Click Save to save the accounts receivable entry.
  5. Click Close to exit.

How do I edit accounts receivable?

  1. Define the criteria.
  2. Click Search.
  3. Select a debtor account, and then click Open.
  4. Go to the Financial tab, make the necessary changes to the entry, and then click Save.
  5. Click Close to exit.

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Related documents

     
 Main Category: Attachments & notes  Document Type: Support - On-line help
 Category:  Security  level: All - 0
 Sub category:  Document ID: 12.299.443
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
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