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Release Note: Site Maintenance: Site Nominal Code

Fourth Customer Success Portal
  • Updated

The Change

To be able to enter nominal codes against the sites 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


Nominal Code Location

  • Follow the path: Set Up >Organisational Hierarchy >Create New/Edit Site.

Fig 1 - Edit Site

Fig 1 - Edit Site
  • To add to an existing site click edit on the site.

Fig 2 - Nominal Code Field

Fig 2 - Nominal Code Field
  • Under Site Configuration is the field Nominal Code.
  • Enter the code and then save the changes.

Fig 3 - Nominal Code Field
 

Fig 3 - Nominal Code Field
  • For new sites, when creating the “Nominal Code” is in the same place as when editing.
  • Save changes.

Note

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

Required Security Permissions

The table below provides the required security permission for a particular action:

Module Security Permission Functionality Level
Core Menu Access Organisation Access Menu Access
Product Organisation Site Create
Product Organisation Site Edit
 

Also See

 

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