Enter Branches

Explanation

Use this activity to enter the branches that the company uses in combination with numeration groups for customers to be able to split a customer  invoice type into several invoice series. 

Prerequisites

This activity has the following prerequisites:

System Effects

As a result of this activity:

  • A branch is created and can be used throughout the flow.
  • The branch is available from the List of Values in other windows, e.g. Combinations per Invoice Type and Instant Invoice.
  • Customer invoices can be connected to a branch and is linked in combination with the numeration group of the customer to a specific invoice series identity used when printing the invoice.

    • Window

    Branches

    Related Window Descriptions

    Branches

    Procedure

    1. Open the Branches window.
    2. From the drop down list choose the company for which you want to create, view or modify branches.
    3. To create a new branch, enter the code for the branch in the Branch field.
    4. Enter a description of the branch in the Description field.  
    5. Save the record.
    6. Repeat steps 3 through 5 until you have entered all the branches that you will use in your company.