HiFinance
5
SECTION 7.2.1.1 - DEBTOR
GROUPS
Every Debtor must be associated with a Debtor Group.
This puts the Debtor into a reporting group. The report menu can then isolate or
sort by group when printing Debtor records and transactions. Also, HiFinance
maintains totals by Debtor Group, which can be viewed and reported.
The DEBTOR
GROUPS MENU is accessed as item 1 from the DEBTOR TABLE MAINTENANCE MENU. On selecting
this function, the following will be displayed:
To
return to the DEBTOR TABLES MENU,
press <ESC>.
Fields available on the DEBTOR GROUPS file.
Name Comments
DEBTOR 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. SHOPS, 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 Debtors in this group. These are calculated fields and are
recomputed each time you enquire on the Debtor Group record.
PERIOD SALES This is the total of all the sales, split up by
period, for all the Debtors in this group. These are calculated fields and are
recomputed each time you enquire on the Debtor Group record. These fields are
accessible by printing the enquiry screen (see SECTION 7.2.1.1).
TOTAL BALANCE This is the total of all the balances of all the
Debtors in this group. It is a calculated field and is recomputed each time you
enquire on the Debtor Group record.
LAST SALE VALUE This displays the value of the invoice processed in
this group. It is a calculated field and is recomputed each time you enquire on
the Debtor Group record.
LAST SALE ON This displays the last invoice date in this group.
It is a calculated field and is recomputed each time you enquire on the Debtor
Group record.
ITEMS IN GROUP This displays the number of Debtors in this group.
It is a calculated field and is recomputed each time you enquire on the Debtor
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.
