Select debtor or creditor by name

Written by Marcel Thijssen on . Posted in Exact Globe

For various functions, a debtor or creditor is selected. For instance, for the entry of entries [Finance, Entries, <Journal>]. In these fields, the number of the debtor or creditor is entered. It is possible to enter the name of the debtor or creditor in these fields instead of the number. Exact Globe Next will automatically change this name with the number of the debtor or creditor.

Name and number
In an entry line, you can both enter the name and number in the columns debtor and creditor. Exact Globe Next will replace the name of the number as soon as you go press enter or tab. There might be more than one debtor or creditor with a certain (partial) name. If this is the case, a selection screen will open from which you can select the correct debtor or creditor.

The way in which Exact Globe Next searches for the possible debtor or creditor numbers depends on the user settings. In this case, it is important what you indicated in the field ‘Automatic selection’.

For example, you entered the following debtors in your administration and you have chosen ‘starts with’ in your user settings:

If you enter the name of wholesaler “Groothandel de” in the entry line and then press TAB or ENTER, the text will automatically be replaced by the debtor number 1000, because the partial name only occurs once in your debtor file, namely in combination with the number 1000.

If you enter “groothandel” in the entry line and then press TAB or ENTER, a selection screen will open. This screen will only show debtors that correspond to the name. You can then click the correct debtor and click ‘Select’. This happens because the partial name could belong to more than one number, namely 1000 or 1010.

If you enter “M” in the entry rule and then press TAB or ENTER, the text will automatically be replaced by the debtor number 1020, because the partial name only occurs once in your debtor file, namely in combination with the number 1020.

 

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