Code

An 8 character Analysis code that must be unique (cannot be edited). Use Alias codes to change Sales Area codes. Sales Area 0000 is the default code used to analyse sales when the Sales Area code is unspecified. A Sales Area code can be selected for each Customer.

Name

Prints on reports and shows in Lookups.

Comment

A 30 character field for reference.

Inactive

You can make Sales Areas inactive. You cannot post transactions for inactive Sales Areas, and they will not appear in lookups unless Inactive records are shown.

We recommend checking for Active Customers associated with a Sales Area and re-assigning them before making a Sales Area inactive. To do this, filter on SalesAreaCode in AR Customer. If a large number of Customers associated with the Sales Area, reassign them using a script.

Grid tab Balances

Period to Date, Year to Date and Last Year balances are shown in the grid for enquiry. They cannot be edited, the balances must be supported by accounting transactions.

Toolbar

Expand Toolbar (Alt+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Insert (F4)

Insert a new record with access to the Code field. Codes entered sort alphabetically or as specified.

Delete (F3)

Delete unused Sales Area codes. If this button is unavailable, delete is not available, as the Sales Area contains transactions, or you do not have Permission.

Open Details (F12)

Opens the Sales Area in AR Sales Area. You can also double-click to open a Sales Area. Sales Area codes can be viewed, inserted, edited and deleted.

Print (Ctrl+P)

Print a report of the information in the grid or you can save as an Excel Worksheet or PDF file and send as an email attachment.

Filter / Sort List (Ctrl+F2)

Clear Filter / Sort (Ctrl+F3)

Apply or clear a Filter & Sort. The button changes to indicate if a filter and sort is applied.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Refresh (F5)

Reloads changes other Users may have made.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.