recording sales by department

hilton icecream · Post by **hilton icecream** » 31 May 2011, 11:53

Hello, I am using Sage Line 50 Accountant Plus v. 12

I have just set up a department (20) and then went to the customers to use that department as the default.
Then I created an invoice using 'new invoice' on Sage but when I checked, this didn't get applied to the department I set up but to dept 0

What did I do wrong?

Cheers,
Angela

leyburnsolutions · Post by **leyburnsolutions** » 31 May 2011, 12:01

Changing the default department in Settings -> Customer Defaults (assuming that is what you've done) will not change the departments on any of the existing Customer Records, it only affects customer records that are created from now on...

John

hilton icecream · Post by **hilton icecream** » 31 May 2011, 12:30

No, I went into each relevant customer record and changed the default there

leyburnsolutions · Post by **leyburnsolutions** » 31 May 2011, 12:32

I assume you are creating Product Invoices? If so, by default, Sage will always update using the department from the Product record rather than the Customer. Go to Settings -> Invoice Defaults and one of the options there is 'Update Using Customer Department' - make sure this is selected.

John

hilton icecream · Post by **hilton icecream** » 31 May 2011, 12:47

Ok done, thanks for that, hopefully that will work now, I'll let you know after I do the next invoice

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recording sales by department

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