Company Manager
Companies added to the Company Manager can be identified as Customer (C), Supplier (S) and Prospect (P) by the checkbox ticked on the company grid.
Customer Details
Companies identified as Customer will have details showing accounts on the Customer Details with a Free-Text Account Number.
Supplier Details
Companies identified as Supplier will have details showing accounts on the Supplier Details with a Free-Text Account Number.
Customer Details
Companies that are identified as Prospect will have accounts in Customer Details which are labelled Default as the account number.
Contacts
Contacts can be added to the Company by the end user in the contacts tab.
Document Link
Documents can be added to objects. Users will be able to click on the link to the location of the document which will use the default program set to view the file type.
Analysis Code Manager
With analysis codes added to V12 in the Analysis Code Manager, end users will able to attach these to objects.
Add Analysis Code
By editing the object the end user wish to add the Analysis Code to, there will be an Analysis tab where the Analysis Codes can be added to the object.
Attach Analysis Code
Although analysis codes can be set to be displayed in their respective modules but the end user are able to select from any analysis codes by using the available ‘Show All’ checkbox.
Edit Analysis Code
Once the Analysis Code has been added to the object, the end user will then be able to edit the Analysis Code to input a value.
Selective Analysis Code
The value that can be entered will be dependent on the type of analysis code being edited. An example of a selective analysis code is being shown.
Analysis Grid
When values have been added to the Analysis Codes by the end user, these details will be displayed on the Analysis grid.
