Updating a Debtor

You can update the details of a debtor in the Debtor master file, and you can delete debtors you no longer require. Note that you cannot delete active debtors that have orders, current sales or batches open.

1. Open the Debtor File Update screen for the debtor you want to update or delete.

Refer to "Opening the Debtor Master File".

2. Optionally, recall a debtor by selecting FILE | FIND.

3. Update the debtor details on the following tabs as required:

• Debtor details - refer to "File - Debtor - Debtor"
• Delivery addresses - refer to "File - Debtor - Delivery"
• Bank details - refer to "File - Debtor - Bank"
• Debtor Text - refer to "File - Debtor - Text"
• Account on Hold - refer to "File - Debtor - Hold"
• Account details - refer to "File - Debtor - Account"
• Extra information - refer to "File - Debtor - Extra"
• Debtor Contacts - refer to "File - Debtor - Contacts"
• Default stationery Formats - refer to "File - Debtor - Formats"
• Debtor Contracts - refer to "File - Debtor - Contracts"
• Sales Budgets - refer to "File - Debtor - Budget"
• Mandatory user defined fields - refer to "File - Debtor - Mandatory"
• Qualifications required by employees to process orders for a debtor - refer to "File - Debtor - Qualifications"
• Debtor Rebates - refer to "File - Debtor - Rebates (v2.7)"
• Inter Company Trading ICT details - refer to "File - Debtor - ICT"
• Debtor pre and post checks for Field Service - refer to "File - Debtor - Field Service"

4. Select FILE | SAVE to save your changes.

5. To delete the debtor displayed, select FILE | DELETE.