Naming the Allocation Markers
An allocation marker is a flag that is set on a transaction to indicate its particular status or processing requirement. You can use Ledger Allocation Indicators (LAI) to alter the name and short heading code for any of these markers.
This is particularly useful if you are using the numeric markers to indicate the processing status of a transaction, for example for bills of exchange.
Note: You cannot change the use of a marker
using this form. You are only changing the descriptive information held for each
marker.
Ledger Allocation Indicators (LAI)
- Allocation Indicator
- Select the allocation marker you want to maintain. These are the internal codes for each allocation marker, as listed above.
- Name
- The allocation marker name.
- Short Heading
- A shortened version of the Description to be used instead where space is limited. If you leave this blank it defaults to the first characters of the Description.
- Exclude From Overdue Inv Check
- Check this check box if all transactions with this allocation marker are to be excluded from Overdue Invoice Checking.
Note: The following markers are
normally excluded: Paid, Paid Unmatched, Allocated, Reconciled and Correction.