Area Sales G/L Accounts

Data Source: ARSACON

To open the Area Sales G/L Accounts screen, click the G/L Account link on the General Ledger list of the Configuration Quick Links screen and select Area Sales G/L Accounts from the drop down list.

The Area Sales G/L Accounts screen allows you to set up area sales G/L accounts for specified areas and branch locations. The sales accounts drive the data displayed on the MTD and YTD Area Sales Meters views found on the Select View screen accessed through the Executive Summary Dashboard.

The following sorting options appear on the Area Sales G/L Accounts screen:

Sort by
Field Description
Area Sort the search results by system area.
Location Sort the search results by branch location.
Account Sort the search results by sales account.
Description Sort the search results by sales account description.

The following search fields appear on the Area Sales G/L Accounts screen:

Field Description
Select Area

Search for an area sales G/L account by selecting a system area.

Select Location Search for an area sales G/L account by entering a branch location.
Select Account Search for an area sales G/L account by entering a sales account number.
Select Description Search for an area sales G/L account by entering a sales account description.

The following fields appear on the Area Sales G/L Accounts screen:

Field Description
Area The sales area of the business the sales G/L account is associated with.
Location The branch location the area sales G/L account will be associated with.
Account Number The sales G/L account number.
Description A brief description of the sales G/L account number.

Move the cursor over an Area and select Edit from the pop-up menu to edit an existing sales G/L account number.

Move the cursor over an Area and select Copy from the pop-up menu to copy an existing sales G/L account number.

Select the Need to add a new G/L account? Click here to add link to add a new sales G/L account.

The following button allows you to complete your work on the Area Sales G/L Accounts screen:

Button Function
Close Closes the Area Sales G/L Accounts screen and returns to the Configuration Quick Links screen.