Sales Ledger Transactions Intro
Before entering Transactions, you should ensure that any global settings that you require have been entered or selected:
Decide how you want to enter Transactions, for example:
Do you want a selection list of Customers to be displayed automatically when you start each Order?
Depending on whether the Working Periods feature is enabled and on your Security Profile permissions, it may be possible for you to continue to post financial changes, for month end procedures, even after the posting period has been advanced; in this situation the Period becomes a drop-down and you can select the appropriate period.
Do you want to see the Notes held for each Customer when you start each Order?
Do you want to see the Notes held for any Stock item that is selected when entering an Order Detail Line (Sales Orders only)?
Decide what default Terms you are going to give your Customers.
Make sure that your VAT Rates are set up correctly.
Make sure that your Currency Codes and Rates are set up correctly (if relevant).
Make sure that you have set up appropriate Sales Analysis Codes.
If this Transaction involves a Costing Project, make sure that the appropriate details have been set up.