Select Sales Area

Select the sales area code. Search for a sales area using the Accredo Lookups.

Sales Area Name

Sales Area Name. (Read Only)

Toolbar

Expand Toolbar (Alt+F9)

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

Edit (F11)

Add or edit Sales Area details.

Insert (F4)

Insert a new Sales Area.

Duplicate (Shift+F4)

Duplicate the Sales Area.

Delete (F3)

If transactions exist for the record, delete will not be allowed.

Customise Toolbar

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

Account Tab

Code

Must be a unique code consisting of up to eight numbers or letters, or a combination of both. Data can only be entered for new sales areas. This is required.

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. To show inactive Sales Areas, click Show Inactive Records (Ctrl+I).

We recommend checking for 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.

PTD Balance

The balance for the Period To Date for the sales area. (Read-only)

YTD Balance

The balance for the Year To Date for the sales area. (Read-only)

Last Year Balance

The balance for the previous year for the sales area. (Read-only)