Select Sales Group

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

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 Group details.

Insert (F4)

Insert a new Sales Group.

Duplicate (Shift+F4)

Duplicate the Sales Group.

Delete (F3)

If transactions exist for the Sales Group, 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 groups. This is required.

Sales Group Name

Prints on reports and shows in lookups.

Account 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 Code

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 posted to, or entered in AR where there is no GST Override on the Customer. GST codes available are restricted by the GST code filter. Rest the mouse over this field to see the Code Description.

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 Sales Group on Documents in AR Settings > General tab.

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

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.

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)

Inactive

You can make Sales Groups inactive. You cannot post transactions for inactive Sales Groups, and they will not appear in Lookups. To show inactive Sales Groups, click Show Inactive Records (Ctrl+I).

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.

PTD Balance

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

YTD Balance

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

Last Year Balance

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

Tax

Select a default GST Code for the Sales Group in the base Tax Regime.

If the company has more than one active Tax Regime, you can set a default Override GST Code for the Sales Group in other Tax Regimes.