Synergetic Financial Configuration - Business Units - Sales sub-tab - Page 3 sub-tab

Owned by Former user (Deleted)
Last updated: Sept 10, 2021 by Richard Kennedy (Unlicensed)
2 min read

Use the Page 3 sub-tab of the Sales sub-tab of the Business Units tab to define the allowable descriptions of sales close-off types that the user can choose when they perform a sales close-off procedure.
See Understanding close off types in the Sales manual.
 

 Opening the Page 3 sub-tab

To open the Page 3 sub-tab of the Sales sub-tab:

  1. Select Module > System > Finance Configuration Maintenance from the main menu.
    The General tab of the Synergetic Financial Configuration window is displayed.
  2. Click the Business Units tab.
    The Business Units tab of the Synergetic Financial Configuration window is displayed.
    Tip: You can also open the Business Units tab by selecting System > Business Unit Maintenance from the main menu.
  3. Click the Sales sub-tab.
    The Sales sub-tab of the Synergetic Financial Configuration window is displayed.
  4. Click the Page 3 sub-tab.
    The Page 3 sub-tab of the Sales sub-tab of the Synergetic Financial Configuration window is displayed.


Synergetic Financial Configuration - Business Units - Sales - Page 3 sub-tab key fields

Field

Description

Close Off Type <n> Description

These descriptions appear as the text on the radio buttons that allow the user to select the sales close-off type in the Sales > Sales Close Off window.
Up to four close-off types can be configured, where <n> is an integer in the range 1-4.
The Individual setting is provided by Synergetic automatically and does not need to be specified on this tab.

You use different close-off types for:

  • general ledger transfers between departments
  • debtors
  • cash sales
  • cheque
  • credit card.
    Typically you would close off cash, cheques and credit card transactions every day to allow you to do the banking, and debtor accounts each term.