HiFinance
4
SECTION 7.2.2.1 - CREDITOR
GROUPS
Every Creditor must be associated with a Creditor
Group. This puts the Creditor into a reporting group. The report menu can then isolate
or sort by group when printing Creditor records and transactions. Also,
HiFinance maintains totals by Creditor Group, which can be viewed and reported.
The CREDITOR
GROUPS MENU is accessed as item 1 from the CREDITOR TABLE MAINTENANCE MENU. On selecting
this function, the following will be displayed:
To
return to the CREDITOR TABLES MENU,
press <ESC>.
Fields
available on the CREDITOR GROUPS file.
Name Comments
CREDITOR GROUP This is the Group's code. This is the code by which
the Group will be referenced throughout HiFinance. It is up to 15 characters
long. The code may be any alphanumeric sequence (without embedded spaces).- and \ are an acceptable
characters but . and / are not. To make the codes easier to remember, it is usually an
abbreviation of the Group's name, eg. LOCAL, OVERSEAS, etc. Alternatively, it might be a number starting
from 1. When using an all numeric codes take care to make
all the codes the same length or they will not sort as expected. (See APPENDIX A.)
DESCRIPTION The full name of the Group, eg. OVERSEAS CLIENTS. It may be up to 50 characters long. This field
must not be left blank.
PERIOD BALANCES This is the total of all the balances, split up by
period, for all the Creditors in this group. These are calculated fields and
are recomputed each time you enquire on the Creditor Group record.
PERIOD PURCHASES This is the total of all the purchases, split up by
period, for all the Creditors in this group. These are calculated fields and
are recomputed each time you enquire on the Creditor Group record. These fields
are accessible by printing the enquiry screen (see SECTION 7.2.3.1).
TOTAL BALANCE This is the total of all the balances of all the
Creditors in this group. It is a calculated field and is recomputed each time
you enquire on the Creditor Group record.
LAST PAYMENT VALUE This displays the value of the last payment
processed in this group. It is a calculated field and is recomputed each time
you enquire on the Creditor Group record.
LAST PAYMENT ON This displays the last payment date in this group.
It is a calculated field and is recomputed each time you enquire on the
Creditor Group record.
ITEMS IN GROUP This displays the number of Creditors in this group.
It is a calculated field and is recomputed each time you enquire on the
Creditor Group record.
MODIFIED ON/AT/BY This displays the last time this record was
modified. It is stamped with the date, time and the usercode of person who did the modification.
