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| Both sides previous revision Previous revision Next revision | Previous revisionLast revisionBoth sides next revision | ||
| cats:procedures:accounting:1099report [2017/06/20 14:37] – jen | cats:procedures:accounting:1099report [2017/12/19 03:21] – external edit 127.0.0.1 | ||
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| =====Using the Accounts Name and Address Feature===== | =====Using the Accounts Name and Address Feature===== | ||
| + | {{entry> | ||
| Use the Accts: Name/Addr feature to quickly access and update account information. For each account, you can review and update information including account addresses, account phone numbers, payment information, | Use the Accts: Name/Addr feature to quickly access and update account information. For each account, you can review and update information including account addresses, account phone numbers, payment information, | ||
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| [{{: | [{{: | ||
| * Exposure and Credit - See details below.\\ | * Exposure and Credit - See details below.\\ | ||
| + | |||
| + | ===Default details for an Account=== | ||
| + | |||
| * Payment Terms - At the bottom of this screen are the payment terms.The pay and weigh terms will be used to populate the contract. | * Payment Terms - At the bottom of this screen are the payment terms.The pay and weigh terms will be used to populate the contract. | ||
| * Approval - Enter an approval terms code. This is whether or not you need pre-shipment approval.\\ | * Approval - Enter an approval terms code. This is whether or not you need pre-shipment approval.\\ | ||
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| * Exposure Available - Is the maximum value of exposure.\\ | * Exposure Available - Is the maximum value of exposure.\\ | ||
| * Contract Exposure Used - How much exposure is in open contracts for this account. \\ | * Contract Exposure Used - How much exposure is in open contracts for this account. \\ | ||
| - | * Purchase Exposure - \\ | + | * Purchase Exposure - How much open purchase contracts are open for this account.\\ |
| - | * Sale Exposure - \\ | + | * Sale Exposure - How much open sale contracts are open for this account.\\ |
| * P/L - \\ | * P/L - \\ | ||
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| ===Credit Limit=== | ===Credit Limit=== | ||
| - | ====Default details for an Account==== | + | {{tag>" |