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External Organisation Clerk Allocation

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FUNCTION

This function is used to allocate groups of organisations to the same debtor or creditor clerk.

 

This function is especially useful when a clerk looks after all debtor external organisations starting with "A" up to "M".  Another clerk may look after all external organisations starting with "N" to "Z".

 

INQUIRE

The user must have a security profile linked to the function External Organisation Clerk Allocation with an access allowed of Inquire.

 

On this tab the following headers can be viewed:

 

hmtoggle_plus1Apply

The user must have a security profile linked to the screen External Organisation Clerk Allocation with an access allowed of Change.

 

When the "Apply" button is clicked, the organisation codes are selected from the External Organisation table according to the characters entered, in the "From" and "To" fields.

 

It validates if the organisation and current clerk's status is Active (A).

 

The system also validates that the billing address is more than 2 characters in length and the contractual currency for the external organisations exists.

 

If the validations are passed, the selected organisations clerk is updated.

hmtoggle_plus1Clerk

It is populated with surname, first name, middle initial, and the employee ID from the Employee Master table where the status is Active (A) or Unavailable (U).

 

The number of characters to be entered before the list is shown is governed by the value of "populate length" (mandatory).

hmtoggle_plus1Organisation Detail

You must select either Debtors or Creditors. The Debtor and Creditor organisations have to be updated individually.

 

The fields "First Characters From" and "First Characters To" are mandatory and must have the same number of characters entered.

 

The organisation detail determines which organisation's clerks, need to be updated.  If Debtors is selected, the characters from entered is "A" and the characters to entered is "M', all

Debtors organisations between "A" and "M" will be updated with the clerk entered.