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<< Click to Display Table of Contents >> Update, Delete or Archive Pay Code |
  
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<< Click to Display Table of Contents >> Update, Delete or Archive Pay Code |
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In AccountMate Enterprise, you may edit or delete an existing pay code record. The changes you make will only affect the transactions that you post after you made the changes.
To update a pay code, perform the following:
1.Access the Pay Code function from the Maintenance menu. The Search screen is automatically displayed when this function is accessed.
2.Enter in the Search field the Pay Code you wish to update or you may browse through the pages to locate the Pay Code; then, double-click the code to select. As soon as a pay code is selected, the pay code's details are displayed on their corresponding fields in the different pages of this function.
3.Enter the necessary changes in the applicable fields. Refer to the detailed discussion on these fields and available options in the Set Up Pay Code topic. Note however, that grayed out or inaccessible fields means it cannot be amended or edited.
4.When you are ready, click the Save button in the function toolbar to save your changes; otherwise, click the Cancel button to discard your changes.
To delete a Pay Code record, perform these steps:
1.Access the Pay Code Maintenance function from the Maintenance menu. The Search screen is automatically displayed when this function is accessed.
2.Enter in the Search field the Pay Code you wish to update or you may browse through the pages to locate the Pay Code; then, double-click the code to select. As soon as a pay code is selected, the pay code's details are displayed on their corresponding fields in the different pages of this function.
3.When you are ready, click the Delete button in the function toolbar. Any of the following may occur:
•If the pay code has no transactions and not assigned to another record, a message will display requesting confirmation to delete the customer record. Click Yes to confirm; otherwise, click No.
•If the pay code has records in any current transactions and/or is assigned to another record, a message will display informing you that deletion is not allowed. Click Ok to close the message window.
•If transactions involving the pay code were posted but it had a zero balance, and that the pay code is no longer assigned to another record, a message will display informing you that the record will be archived. Click Ok to proceed.
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Reactivate (Unarchive) Pay Code Records:
To reactivate or unarchive a pay code record, perform the following:
1.Access the Pay Code Maintenance function from the Maintenance menu. The Search screen is automatically displayed when this function is accessed.
2.Click the New button to display the Create New screen.
3.Click the Archive Search button beside the Pay Code field. This will display the Archived Key Search window where you can select the archived pay code record that you want to reactivate or unarchive.
4.In the Archived Key Search window, enter in the Search field the pay code that you want to reactivate or unarchive, highlight the record; then, click OK. Alternatively, you may browse through the search pages to locate the pay code record; then, double-click the code to select.
5.A message will display asking for confirmation if you want to unarchive the record. Click Yes to confirm; then, click the Save button in the function toolbar.
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