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Company details (purchase account)

Open: Purchase Ledger > Purchase Accounts > Enter New Account | Company.

Open: Purchase Ledger > Purchase Accounts >Amend Account Details | Company.

1. Enter the Account details:

   • A/C Ref.

     If you are adding a supplier account, enter a reference for the supplier.

     The account reference is entered automatically if you have chosen Automatically generate supplier numbers in the Purchase Ledger settings Options tab.

     If you are amending a supplier account, select the reference.

   • Name.

     Enter the supplier's full name.

   • Short name.

     The short name is in addition to the supplier's full name. This can be up to 8 characters.

     You can use the Short Name to search for an account. You can also use it to sort accounts on reports. The short name is not printed on supplier documents.

   • Credit limit.

     Enter the Credit limit for the supplier. Leave it blank if you prefer to have no credit limit.

     Once you set a credit limit, you will see a warning when entering an invoice that exceeds the limit. You can still proceed with transactions which exceed the agreed credit limit.

• Account balance is displayed when you are amending an account but you cannot change it.
2. If you are adding a supplier account, select the supplier's currency from the Currency drop-down list.

If you are amending supplier details, you cannot change the currency.

3. Enter the supplier's address details in the Company details section.

   • You can use the City, County and Country if you selected to use Segmented Addresses in Accounting System Manager Operational settings. This allows fuller integration with Sage 200 CRM.
   • Use the Telephone, Fax and Web site boxes for your supplier's general information. You enter individual contact details on the Contacts tab. The default contact details are used by Sage 200 Accounts on common purchase ledger reports such as the Aged Creditors report, and on the Supplier List.

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