This capability is sometimes referred too as “Account Types
as Sales Types”. The POS system will read the Account Type Code assigned to the
Customer and then look for a Sales Type Code that matches. When the system
finds a matching Sales Type Code the G/L Sales Account or Department specified
in the Sales Type Code setup will be used. Otherwise, the default Sales Type
specified in the POS Control File will be used.
Setup Procedure
1. Using
Active Accounting select the Main Control File/Customer Defaults tab. Create a
Customer Account Type
Code for each G/L Sales Account number you would like to disperse to. For
example Account Type Code “W” for wholesale type customers, “R” for retail type
Customers, and “C” for commercial type Customers. If the user needs help with
creating Account Types, F1 key help is available.
2. Assign
an Account Types to the Customers you desire using the Customer F/M Change Mode
Form. There will be a drop down list of Account Type Codes from which the
desired code for the Customer may be selected.
3. Next,
using the Main Control File/Order-Invoice tab, create Sales Types each with a
Sales Type Code to match the desired Account Type Code. These Sales Types may
specify a specific G/L Sales Account number or if using a departmentalized
Chart of Accounts maybe a G/L Sales Account Department number. F1 key help is
available for setting up Sale Types.
4. Double-click
on the POS020.exe icon to start the POS Control File program.
5. Select
the Customer Defaults tab.
6. Place
a check mark in the check box named: Acct type as Sale Type.
7. Select
OK to save and leave the POS Control File. Do this for every existing POS
workstation.
8. Do
all POS posting at the appropriate time. After posting is complete the system
will be prepared to begin using Account Types as Sales Types .
Addendum:
If the user also employees the POS to Job Costing Internal
Sale technique, there is an additional setting required:
1. Open
up the Main Control File/Customer Defaults tab and add an Account Type Code
identical to the Sales Type Code used for an Internal Sale.
2. Assign
this Account Type Code to your Landscape Department (Customer F/M Change Mode
form) and 'save'.
3. Run
POS Posting routine (Pos030.exe) to update POS with the new Account Type Code
assigned to your Landscape Department account.
4. Proceed
with an Internal Sale using your Landscape Department as usual. You are set to
go.