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<< Click to Display Table of Contents >> Update, Delete or Archive Revenue Code |
  
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<< Click to Display Table of Contents >> Update, Delete or Archive Revenue Code |
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In AccountMate Enterprise, you may edit or delete an existing revenue code record. The changes you make will only affect the transactions that you post after you made the changes.
To update a revenue code, perform the following:
1.Access the Revenue Code function from the Maintenance menu. The Search screen is automatically displayed when this function is accessed.
2.Enter in the Search field the Revenue Code you wish to update. You may also browse through the pages to locate the Revenue Code; then, double-click the code to select. As soon as a revenue code is selected, the selected code's details are displayed in their corresponding fields.
3.Enter the necessary changes in the applicable fields. Refer to the detailed discussion on these fields and options in Set Up Revenue Code topic. Note however, that fields that are grayed out or inaccessible cannot be edited or changed.
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 Revenue Code record, perform these steps:
1.Access the Revenue 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 Revenue Code you wish to update. You may also browse through the pages to locate the Revenue Code; then, double-click the code to select. As soon as a revenue code is selected, the revenue code's details are displayed on their corresponding fields.
3.When you are ready, click the Delete button in the function toolbar. Any of the following may occur:
•If the Revenue code has no transactions and not assigned to another record, a message will display requesting confirmation to delete the revenue code record. Click Yes to confirm; otherwise, click No.
•If the revenue 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 revenue code were posted but it had a zero balance, and that the revenue 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) Revenue Code Records
To reactivate or unarchive a revenue code record, perform the following:
1.Access the Revenue 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 Revenue Code field. This will display the Archived Search window where you can select the archived revenue code record that you want to reactivate or unarchive.
4.In the Archived Search window, enter in the Search field the revenue 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 revenue 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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