Debtors Additional Properties
The system caters for the categorization of master data as well as transactions.
Additional properties are used for these categorizations.
Several fields in the system can be used for categorization purposes such as Division, Region, Category, Billing group, etc.
The categories are Company-specific and as such can be defined by your company.
Should you wish to use these properties, you will need to first decide on whether you need to use a single category or multiple categories
Once you have decided how many levels of categorization you require, you will choose which of the properties best suit your requirements.
if you have different branches, you could use Division as a means to distinguish transactions from one branch versus another
Or if you wish to differentiate your Clients by account terms, you could use billing Group Property
To add debtors/customers additional properties go to:
Debtors Module> Configuration> Add Debtor Properties
- Click on the Tab related to the respective Property you decided to use
- Click Add Button
- Enter a Code
- Enter a Description
- Click Save and Close or Save and New to add another option
Once you have added all the required options, you can click on another Tab, eg. Region and add the required option in a similar manner
Should you now wish to set default Divisions and Regions against the debtors, you can go to the Debtor Setup and edit the respective Debtor
Configuration> Debtors Setup>
Enter the Debtor code or name
Click Search
Edit the Debtor Setup
Click the Division Drop Down Arrow
Select the required Division this debtor is to be allocated to
Do the same with Region..
You do not need to use multiple of the properties. Should you choose, to only use one of the properties, this is fine
Click Save and Close
This now sets the default properties on this debtor and when capturing transactions, the user does not need to remember to select the Division/ Region
When you capture a transaction, invoice as an example, you will note the Division/ Region automatically is populated
These filtering options can also be used to filter reports
You can generate the Debtors Age Analysis for only these filters
