Setup Custom Account Combination using User List

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Revision as of 04:33, 16 October 2012 by Kittiu (Talk) (Created page with ''''Steps:''' * Create new Tree ** As Client, open Tree window and new record. <pre> Name: Cost Center Tree Type|Area: Element Value All Node: True </pre> * Create new Account El…')

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Steps:

  • Create new Tree
    • As Client, open Tree window and new record.
Name: Cost Center Tree
Type|Area: Element Value
All Node: True
  • Create new Account Element
    • As Client, open Account Element and new record.
Org: *
Name: Cost Center
Type: Account
Tree: Cost Center Tree
    • Add Element Value, as following,
Search Key | Name 
------------------
000        | No Cost Centre
010        | Phang Nga Office
020        | Khoa Lak Office
030        | Phuket Sales Office
040        | Samui Island Sales Office
050        | Hui Hin Sales Office
999        | TOTAL COST CENTRE | (Summary Level)

Ac acct element.jpg