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Add a
To add a new account, click the 
New button. A blank form appears.
A valid entry only requires an Account Code and an Account Description.
- Account Code can be up to twenty (20) characters in length and is an alpha numeric field.
- Account Description can be up to forty (40) characters in length.
Enter a valid Account Code and Account Description. Click the Save button to continue.
Additional flags include Inactive and Revoked.
- Inactive – When checked, the selected account is set to inactive. It will not appear in any drop down lists on other screens.
- Revoked - When checked, the selected account is set to revoked. It will still appear in drop down lists on other screens but no transactions can be processed against it.
To undo any changes click the Undo button.
General
Ticket Type and Journal Ticket Type
When adding new accounts, the Ticket Type and Journal Ticket Type will automatically be set to use the ticket format set as the system default. Click the drop-down arrow to select a different ticket format file from the available list. The selected ticket format will be used for printed tickets.
Transaction Defaults
When creating accounts, default items may be set for each category. Default categories are intended to simplify weigh form processing. Default selections can always be changed during the transaction. Click the drop-down arrow to display a list of available items to choose from in each category.
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When operating in Unattended mode, the default category cannot be changed during the transaction. To allow for prompting, leave the category set to -1 None. Other prompting options are available in Truck History and Orders/Jobs. |
Custom Fields
Custom fields can be used to store additional account information. This information can be printed on tickets or used when exporting data for other software application such as 3rd party accounting systems.
Up to five (5) custom fields can be activated for the Customer account type and Hauler account type. If an account is set as a Customer and Hauler account type, up to ten (10) custom fields could be available.
To activate custom fields, select Setup | Configure - Accounts.
Editing and Existing Account
Changing the Account Code
To change the Account Code for an existing account, select the account from the list or use the search field. Make desired changes and click the Save button. A window similar to the following appears.
- Click the Change existing code button to change the code and save.
- Click the Cancel button to not save changes and restore the original value
- Click the Make a copy instead button to create a new record.
Changing the Account Description
To change the Account Description for an existing account, select the account from the list or use the search field. Make desired changes and click the 
Save button. A window similar to the following appears.
- Click the Change description button to save the changes and return to the Account Table.
- Click the Cancel button to cancel all changes.
Delete an Account
To delete an Account, select the account from the list or use the search field and click the Delete button. A window similar to the following will appear.
Click Yes to delete the account.
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An Account cannot be deleted from the database if it is associated with a record in another table; such as the order/job table, transaction table, truck table etc. If a transaction has not been created for the account, it may be possible to edit the other tables and remove or change the account or delete trucks from the account and try deleting it again. If a transaction has already been created for the account, it is best to set the account Inactive. |
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