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    Release Note: Unit Maintenance: Unit Nominal Code

    The Change

    To be able to enter nominal codes against the units for the invoice export to the accounts package.
     
    Release Date: 28-Aug-2013

    Reason for the Change

    Standard Functionality.

    Customers Affected

    All R9 customers wishing to export invoices and credits


    Release Notes


    Unit Nominal Code


    Fig 1 - Edit Unit

    Fig 1 - Edit Unit
    • Follow the path: Set Up > Organisation Hierarchy > Edit Unit.
    • To add a nominal code to an existing unit click on the edit link on the unit.
    • Save the changes.
     
    Fig 2 - Create Unit

    Fig 2 - Create Unit
    • Follow the path: Set Up > Units > Create Unit.
    • Under unit configuration is the field unit nominal code. 
    • Enter the code and then save the changes.
    • Once all relevant nominal codes are entered, all “approved and marked for export” invoices and credits will be posted to the corresponding code within the external accounts package upon export.

    Other Notes 

    • The nominal code can be alphanumerical and can include hyphens and underscores.
    • The code must be unique per unit.
    • Changes to the code will impact the output to the accounts package.
     

    Required Security Permissions

    The table below provides the required security permissions.

    Module Security Permission Functionality Level
    Core Menu Access Organisation Access Menu Access
    Core Menu Access Units Menu Access
    Core Configure Units Units Access
    Core Configure Units Units Edit


    Also See

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