Page History: Point of Sale Cash Accounts
Compare Page Revisions
Page Revision: Wed, 11 Dec 2019 09:02
General Information
Default Menu Location: Maintain >> System Manager >> Rule Maintenance >> POS Cash Accounts (POSACCT)
Screen Name: RULEM
Function: This rule will automatically change the 'Cash Acct' on the POS screen to match the account tied to the selected payment method.
How to link the POS Cash Accounts to Payment Methods
1. Open the Rule Maintenance Screen (Maintain--> System --> Rule Maintenance)
2. Select 'POS Cash Accounts' from the drop down menu.
3. Click the ADD button, and fill in corresponding fields (details below).
Fields
Text1 = Code (5) - There should be five entries here to match the payment methods on the POS screen: CASH, CC, CHECK, NS (for NSF), and OTHER.
Text2 = GL Account (30)
Num1 = LoctID - Enter the Warehouse LoctID value if you wish to default the cash/checking account according to the logged-in user's warehouse. Leave the entry at '0' if you do not wish to use warehouse to set the cash/checking account.
