Region Details

Region Details

Purpose

The Region field is a mandatory field on all accounts

This field may be used for Browse and Report filtering in Vault and Bailment. Regions are also used in Bailment to assign Stock Auditors to Bailment Dealers

The list of available regions is specific to your company

Timing

Setup of new regions or alterations to existing regions can be completed at any time

Access

  1. Control | Edit/View Region/Sub Regions
  2. [F2] on any account or quote

Dialog Details



    • Related Articles

    • Region Browse

      Purpose To provide a list of Regions that have been established Access Control | Edit/View Region/Sub Regions [F2] on any account or quote Dialog Details
    • Account Quote Details

      Purpose To enter the client and finance information required to produce loan documentation. If the loan is approved, the Quote details will be made directly into an Account. Timing Quotes may be created at any time Access Quote | Access Quotes | | ...
    • Account Quote Profile Details

      Purpose The Account Quote Profile determines the default values and variable field names on the Quote Financial Details dialog Timing Account Quote Profiles may be setup at any time Access Quote | Edit/View Account Quote Profile [F2] Lookup on the ...
    • Account Quote Variable Field Details

      Purpose Allow the setup of rules which automatically prefill the Finance dialog with values. Access Quote | Edit/View Variable Fields [F2] on the Variable Field lookup field on the Account Quote Profile Details dialog Dialog Details Detail Specific ...
    • Quote Disbursement Process

      Purpose To create a Direct Credit Cashbook batch when a quote is turned into a live account that requires multiple creditors to be paid out. Access Quote | Access Quotes | Initial Setup This process requires the Quote Variable Field Details Payout ...