When adding a supplier on the Bank Details screen there is a drop down Payment field which lists BACS, Cash, Cheques etc it also has User Defined 1 - 5 fields, please can someone advise how I am able to edit the User Defined 1 to an appropriate payment method (ie I want to add Visa Debit Card).
Running Sage 50 Professional
Thanks
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User Defined Payment Field - Supplier
- brucedenney
- Site Admin
- Posts: 4628
- Joined: 28 Feb 2006, 09:56
- Sage Version: v28 UK/Europe/Africa
Re: User Defined Payment Field - Supplier
In version 2011 (You don't say which version you are using)
Press the button with three dots in it to the right of the drop down and you can edit the labels on the user defined options.
Press the button with three dots in it to the right of the drop down and you can edit the labels on the user defined options.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.
Re: User Defined Payment Field - Supplier
Hi,
Is there anyway to show these methods on a report ?
i can find the payment method ID on the purchase ledger, but not the actually the method name.
I'm using v24
Thanks
Paul
Is there anyway to show these methods on a report ?
i can find the payment method ID on the purchase ledger, but not the actually the method name.
I'm using v24
Thanks
Paul
- brucedenney
- Site Admin
- Posts: 4628
- Joined: 28 Feb 2006, 09:56
- Sage Version: v28 UK/Europe/Africa
Re: User Defined Payment Field - Supplier
You can do it.
See attached sample report and PDF of the result
What you need to do is to go to Report>Joins and add the table "PAYMENT_METHOD"
Now create a link between the PAYMENT_METHOD_ID field in the PURCHASE_LEDGER table and the UNIQUE_ID in the PAYMENT_METHOD
You do this by dragging and dropping one field on the other.
Back in the maid report window you will now have the PAYMENT_METHOD table and you can add the DESCRIPTION field from that table to the report.
Hope this has been of help.
Bruce
See attached sample report and PDF of the result
What you need to do is to go to Report>Joins and add the table "PAYMENT_METHOD"
Now create a link between the PAYMENT_METHOD_ID field in the PURCHASE_LEDGER table and the UNIQUE_ID in the PAYMENT_METHOD
You do this by dragging and dropping one field on the other.
Back in the maid report window you will now have the PAYMENT_METHOD table and you can add the DESCRIPTION field from that table to the report.
Hope this has been of help.
Bruce
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For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.
Re: User Defined Payment Field - Supplier
Hi Bruce,
Thanks you so much for this work, you've helped me with Joins before, so it was good to know how to do this again.
This is perfect .
thanks
Paul
Thanks you so much for this work, you've helped me with Joins before, so it was good to know how to do this again.
This is perfect .
thanks
Paul
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