Code

An 8 character Analysis code which must be unique as it is used to identify the specific record. You will notice that this field is shown in the read-only colour to indicate that it cannot be edited. You can setup Sales Group codes that are the same as the GL Accounts. Use Alias codes to amend Sales Group codes. Sales Group code 0000 (default) is used to analyse sales when the Sales Group code is unspecified. A default Sales Group code can be entered against a Product from Navigator > Maintain > Inventory Control > Product.

This code will be entered on an Invoice line when the product is selected.

Name

Prints on reports and shows in Lookups.

Class

Controls whether GST is reported as GST on Sales or Purchases. Defaults to Income for GST on Sales.

Select Income (or Liability or Capital) for GST on Sales
Select Expense (or Asset) for GST on Purchases

Note: This does not need to match the Account Class on of the GL Account Code.

GST

The GST code associated with this Sales Group. The GST code for a Sales Group will be the default GST code for the Company. This GST code affects Invoices and Credits entered in AR where there is no GST Override on the Customer posted to. GST codes available are restricted by the GST code filter.

GL Account

The GL Account that the analysis amounts are transferred into. The GL Account is Credited with the total for the Sales Group code for each transaction. To prevent analysis to the Unspecified code, clear Allow Unspecified 0000 Sales Analysis codes for AR from Navigator > Setup > Accounts Receivable > Settings > General tab.

This will force you to analyse unspecified sales before you can post to AR.

Branch

Department

Optional. The Branch and Department override for an analysis line.

Applied to a dissection when the Sales Group code is selected on an AR Invoice or AR Credit transaction.

Note: This does not apply to IN Invoices or Credits. (Accredo Saturn Only)

Friendly Code

Provides a cross-reference to an alternative coding scheme (for example, Accountant codes). This code can be printed on Sales Group reports and accessed in lookup controls for Sales Groups by pressing Alt+F2.

Inactive

You can make Sales Groups inactive. You cannot post transactions for inactive Sales Groups, and they will not appear in Lookups.

We recommend checking for Products associated with a Sales Group and re-assigning them before making a Sales Group inactive. To do this, filter on SalesGroupCode in IC Product. If there are a large number of Products associated with the Sales Group, you can 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 are 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)

Inserts a new Sales Group code and provides access to the Code field. Codes entered will sort alphabetically (or as specified if a Sort has been added).

Delete (F3)

Delete unused Sales Groups.

Open Details (F12)

Opens the Sales Group in AR Sales Group. You can also double-click to open a Sales Group.

Print (Ctrl+P)

Print a report of the information in the grid.

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)

The Sales Groups to reload 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.