Recently enhanced as one of our new “SPEED” forms function library. SPEED technology is being applied to browser forms that often carry large volumes of records. The object being to minimise user load speeds and increase efficiency. In addition to a number of behind the scenes changes to these forms, one of the most noticeable changes is the default support for Single Entity selection prior to populating the browser view. When the view / grid is loaded the user pre selects an entity to focus on prior to viewing the relevant data, rather than seeing a much larger and possibly irrelevant result list before focusing on specific entities. The result is near instantaneous presentation of relevant information.
The Sales Account Enquiry or Sales Ledger is used to view details of customer accounts, showing any balances that have been brought forward from previous periods, total amount invoiced and pain, any unallocated amounts and an overall balance for each customer. The Sales Ledger Screen is shown below.
There are different ways this feature will display records depending on what is set up for each entity, below will be a couple of examples to demonstrate.
Example 1: Sales Ledger
The ‘Customer’ drop down is used to select Customers within the selected Master Entity. For each customer the sales ledger details will be displayed. We have added a new “Related” selection drop down which will display all customers related to the Customer selected in the customer field, via enCentral Relationships.
As shown below, you can see ‘Customer One’ has four invoices directly linked to it.
These entities are related to the Customer One entity and you can see this within enFocus (shown below) by double clicking the entity within the CRM.
The user can then use the ‘Related’ field to filter onto one of these specific entities, this is useful when there are many invoices from multiple related entities and you quickly need to find a specific one.
Example 2:
Entity ‘Doltos Ltd’ has just the one invoice linked to it, which will appear correctly when you are not searching for any related entities.
The ‘related’ drop down will show entities as demonstrated above.
If we now check enFocus for ‘Doltos Ltd’, we can see that 'Field, Alan' is a client entity.
As a result, selecting this entity for the ‘Related’ field will proceed to list all invoices/entries related to Field, Alan (including the original Doltos Ltd invoice).
Control Buttons
The control buttons down the left hand side are used to perform various tasks in the Sales Ledger, these buttons are detailed below.
This button shows a list of all the Sales Ledger batches for the selected Billing Customer, this has the same effect as double clicking on a Billing Customer in the main grid. The displayed list looks like this.
All batches for the selected customer and period will be displayed in this list, the user can then selected the desired batch to see summary information on the right hand side. To see more detailed information about the selected batch the user can press the view batch button, they will then be displayed batch information, transaction line information and receipt information relating to the selected batch.
For Invoices in this list the user can select the invoice and press the view invoice button to launch the invoice wizard for the selected invoice in read only mode.