General
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Specify this information:
- Preset Code
- An identifying code for the preset.
- Preset Short Heading
- The short
heading, which is used where space is limited. If this is blank it defaults
to the first characters of the description.
- Preset Status
- Each static data record contains a status code that determines
the current processing status of the record. A status is assigned to
each static reference record, for example to every account, asset,
customer and supplier. It determines the current processing status
of the record.
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- Open - this status is set automatically when you add a new
record, for example, if you create a new account. Open items
are available for input, inquiry, processing and
reporting.
- Hidden - a record with a hidden status does not appear on
any inquiries but is available for input, processing and
reporting.
- Suspended/Held - a suspended record.
- Closed/Completed - a closed record cannot be used for input
or processing. For example, you cannot post transactions to
a closed account or analysis code.
- You can alter the status of a record at any time. You must
use the options on the Action menu to change the
status.
- Preset Description
- The full name or
description of the data item or record. This is used to identify it on reports and
inquiries.
- Preset Lookup
- A lookup code can be used
to find a record, as an alternative to the record code. It is often set to a shortened
version of the description. It is particularly useful if a record is often referred to
using different codes. For example, the Chart of Accounts code for Fuel Expenses is
75201 and the Lookup Code is set to
FUELEXP.
- Preset Type
- The type of preset required. The options are:
- Start of document - To attach the
preset to the start of the document.
- Item - To attach the preset to
an item. The item is specified in the Item
Code field.
- Prompted - To prompt the user.
- Line number - To attach the preset to
a line of the document.
- End of Document - To attach the
preset to the end of the document.
- Preset Line Number
- Number of the line within the preset. In Requisition Entry,
the line is incremented automatically, so this field applies the
preset to a line.
- Preset Totalling
- If this box is checked, you can total or
subtotal a line value over the lines entered.
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Save the changes.