Setting additional name
This procedure sets the master additional name and
flexible master name involving sales, purchase and so on (e.g. flexible master,
flexible date).
Setting an additional name involves five categories, including master/common, sales,
purchase, products and others. The
procedure for setting an additional name is common to all of these categories. The procedure for setting an additional
name is given below with "master/common" as an example.
→ To Additional Name
Screen Transition
[Server applications]
↓
[System custodian]
↓
[Name setup]
↓
[Additional information name setup (master/common)], [Additional information
name setup (sales)], [Additional information name setup (purchase)],
[Additional information name setup (products)], [Additional information name
setup (others)]
↓
[Additional information name setup
(master/common)] screen, [Additional information name setup (sales)] screen, [Additional
information name setup (purchase)] screen, [Additional information name setup
(products)] screen, [Additional information name setup(others)] screen
Item Setup
The above screen is an example of the [Additional Information (1)] tab on [Additional
Information Name Setup (Master/Common)] screen.
Screen |
Tab |
Categorization of display items |
Name of the item to be on the initial display |
[Additional information name setup(master/common)] |
[Additional information1] |
Common additional name |
Accounting analysis code1, Accounting analysis code2, Project code1, Project code2, Analysis code1, Analysis code2 |
System Custodian |
Accounting1-Company 5, Employee1-Employee5 |
||
Fixed Assets |
Declaration target1-Declaration target5, Install location1-Install location5, Reason1-Reason4, Assets type1-Assets type5, Assets type group1-Assets type group5 |
||
[Additional information2] |
Common Master |
Dept1-Dept5, Warehouse/Process1-Warehouse/Process5, Summary Dept1-Summary Dept5, Notes receipt/delivery location1-Notes receipt/delivery location5, Correspondent1-Correspondent10, Correspondent group1-Correspondent group10, Project code1 1-Project code1 5, Project code2 1-Project code2 5, PJ CODE1 GROUP1-PJ CODE1 GROUP5, PJ CODE2 GROUP1-PJ CODE2 GROUP5 |
|
[Additional information3] |
Common Master |
Financial institution1-Financial institution5, Bank account1-Bank account5 |
|
Accounting master |
Description1-Description5 |
||
Investment securities |
Securities type1-Securities type5, Stock symbol1-Stock symbol5, Bond symbol1-Bond symbol5, Fund symbol1-Fund symbol5 |
||
[Additional information4] |
Logistics master |
Goods1-Goods5, Goods group1-Goods group5, Charges1-Charges5, Box1-Box5, Region1-Region5 |
|
[Additional information5] |
Common master (flexible master) |
Sales/Purchase/Product (header)1-Sales/Purchase/Product(header)5, Sales/Purchase/Product(detail)1-Sales/Purchase/Product(detail)5, Borrowings control1-Borrowings control5, Claims/Debts(header)1-Claims/Debts(header)5, Claims/Debts(detail)1-Claims/Debts(detail)5, Claims/Debts(settlement plan)1-Claims/Debts(settlement plan)5 |
|
[Additional information6] |
Common master (flexible master) |
Notes control1-Notes control5, Fixed assets1-Fixed assets5, Leased assets1-Assets5, Investment securities1-Investment securities5, Treasury stock management1-Treasury stock management5, Expenses management header1-Expenses management header5, Expenses management detail1-Expenses management detail5, , Register goods1-Register goods5, Register Corresp1-Register Corresp5 |
|
[Additional information name setup (sales)] |
[Setup1]
|
Quotation entry Header, Sales order entry Header, Shipping order entry Header, Shipping entry Header |
Flexible master1-Flexible master5, Flexible Amt1-Flexible Amt2, Flexible date1-Flexible date2 |
Quotation entry Detail, Sales order entry Detail, Shipping order entry Detail, Shipping entry Detail |
Flexible master1-Flexible master3, Flexible Qty1-Flexible Qty2, Flexible Amt1-Flexible Amt2, Flexible date1-Flexible date2 |
||
[Setup2] |
Sales entry Header |
Flexible master1-Flexible master5, Flexible Amt1-Flexible Amt2, Flexible date1-Flexible date2 |
|
Sales entry Detail |
Flexible master1-Flexible master3, Flexible Qty1-Flexible Qty2, Flexible Amt1-Flexible Amt2, Flexible date1-Flexible date2 |
||
[Additional information name setup (purchase)] |
-
|
Purchase request entry Header, Purchase request entry Header, Arriving entry Header, Purchase entry Header |
Flexible master1-Flexible master5, Flexible Amt1-Flexible Amt2, Flexible date1-Flexible date2 |
Purchase request entry Detail, Purchase request entry Detail, Arriving entry Detail, Purchase entry Detail |
Flexible master1-Flexible master3, Flexible Qty1-Flexible Qty2, Flexible Amt1-Flexible Amt2, Flexible date1-Flexible date2 |
||
[Additional information name setup(products)] |
[Setup1] |
Outgoing entry Header, Outgoing entry Detail, Inventory moving entry Header, Inventory moving entry Detail, Incoming entry Header, Incoming entry Detail, Manufacturing No. T/F entry Header, Manufacturing No. T/F entry Detail |
Flexible master1-Flexible master3, Flexible Qty1-Flexible Qty2, Flexible Amt1-Flexible Amt2, Flexible date1-Flexible date2 |
[Setup2]
|
Scheduled Production entry Header, Scheduled Production entry Detail, Production entry Header, Production entry Detail (qualified goods), Production entry Detail (materials) |
Flexible master1-Flexible master3, Flexible Qty1-Flexible Qty2, Flexible Amt1-Flexible Amt2, Flexible date1-Flexible date2 |
|
Physical inventory entry Header |
Flexible master1-Flexible master3, Flexible date1-Flexible date2 |
||
Physical inventory entry Detail |
Flexible master1-Flexible master3 |
||
[Additional information name setup (others)] |
[Setup1] |
Claims Header, Debts Header, Notes receivable Header, Notes payable Header |
Flexible master1-Flexible master5, Flexible Amt1-Flexible Amt2, Flexible date1-Flexible date2 |
Claims Detail, Claims Collection plan, Debts Detail, Debts Payment plan |
Flexible master1-Flexible master3, Flexible Amt1-Flexible Amt2, Flexible date1-Flexible date2 |
||
[Setup2] |
Fixed Assets Header, Expenses management Header, Borrowings control, Leased Assets, Investment securities, Treasury stock management |
Flexible master1-Flexible master5, Flexible Amt1-Flexible Amt2, Flexible date1-Flexible date2 |
|
Fixed Assets Detail, Expenses management Detail |
Flexible master1-Flexible master3, Flexible Amt1-Flexible Amt2, Flexible date1-Flexible date2 |
[Buttons]
Notes :
If you do not use an additional name, the above
setting is not necessary. Without
an additional name set, names in the initial status remain on the screen when
you enter the data. These names
include "Flexible master," "Flexible date," "Flexible Amt,"
"Flexible Qty" and so on.
To make the settings, you should use names that are easier for operators to distinguish
and recognize.