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recording sales by department
Posted: 31 May 2011, 11:53
by hilton icecream
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
Re: recording sales by department
Posted: 31 May 2011, 12:01
by leyburnsolutions
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
Re: recording sales by department
Posted: 31 May 2011, 12:30
by hilton icecream
No, I went into each relevant customer record and changed the default there
Re: recording sales by department
Posted: 31 May 2011, 12:32
by leyburnsolutions
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
Re: recording sales by department
Posted: 31 May 2011, 12:47
by hilton icecream
Ok done, thanks for that, hopefully that will work now, I'll let you know after I do the next invoice