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Viewing debtor codes for Central Master Data Management (CMDM)

Menu path

Modules ? Customers ? Reports ? Accounts ? Search 

Introduction

This page allows you to view the details of the debtor codes for divisions for Central Master Data Management (CMDM). This page is displayed when you click the hyperlink in the Divisions section of an account card belonging to a debtor. Note that this section is available only if you have selected the Accounts check box at Modules ? System ? Setup ? Central Master Data Management ? Settings.

Roles and rights

  • To create or modify debtor codes for main debtors, function right 312 – Maintain division debtor – main debtor is required. Users with the F&A staff role have this function right.
  • To link the debtor code to another account, function right 450 – Allows to change link of debtor number to account is required. Users with the F&A staff role have this function right.
  • To delete non-main debtors with transactions, function right 477 – Allows to delete non-main debtors with financial transactions is required. Users with the F&A staff role have this function right.
  • To create or modify details of the debtor codes, function right 564 – Maintain division debtor is required. Users with the Controller, F&A staff, or Customer manager role have this function right.

Note:

  • For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
  • For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 258 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I view debtor codes?

  1. On the Accounts: Search page, define the search criteria.
  2. Click Show.
  3. Select an account under the Account name column.
  4. Click a hyperlink in the Divisions section.

How do I create debtor codes?

  1. On the Accounts: Search page, define the search criteria.
  2. Click Show.
  3. Select an account under the Account name column.
  4. Click a hyperlink in the Divisions section.
  5. Click New.
  6. Define the fields.
  7. Click Save.

Keep in mind: All felds with the “!” icon are mandatory.

How do I edit debtor codes?

  1. On the Accounts: Search page, define the search criteria.
  2. Click Show.
  3. Select an account under the Account name column.
  4. Select a division under the Divisions section.
  5. Click Edit, and make the required changes.
  6. Click Save.

How do I copy details of debtor codes?

  1. On the Accounts: Search page, define the search criteria.
  2. Click Show.
  3. Select an account under the Account name column.
  4. Click a hyperlink in the Divisions section.
  5. Click Copy.
  6. Define the fields.
  7. Click Save.

Buttons

Icon

Fields

Related documents

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 27.386.225
 Assortment: Exact Synergy Enterprise  Date: 31-12-2018
 Release: 258  Attachment:
 Disclaimer

Attachments
ESE-OH258-ViewingdebtorcodesforCMDM-final.docx 34.5 KB View Download