This utility can be used to amend an agent code. It should be noted that preforming this change will affect the agent code system wide.

Change Agent Code/s

1. Select menu Home > Product > Product Utilities > Code Change > Agent

   1. From Products click the Product Utilities menu to expand it:

      

   2. Select the Code Change menu to expand it:

      

   3. Select the Agent option to filter selection and display results on screen:

      

2. On the Agent Code Change screen the Filter Tab will open, search for the Agent using one of the search methods.

   NOTE: When data is inserted into one/all of the fields; Code From, Name Contains, or Address Contains, the search button will become active.

   

3. Select the Results Tab or click Search.
4. Select the Agent.

   

5. On the Enter Agent Code Change screen, enter the New Code.

   

6. Check the completed screen.
7. Click OK to keep the changes and save or update the entry.

   

8. The Results Tab will re-display, a summary of changes will display the Current Code and the New Code. To accept the change/s, select Change Code.

   

9. Click OK to keep the changes and save or update the entry.

   

Filter Tab Fields

Enter information in any of the available fields to refine search criteria (i.e. reduce the number of agents returned).

Supplier/Master Supplier

Searches can be performed for suppliers or master Suppliers by entering the correct search criteria. Master Supplier filter searches are on the right of the screen and Supplier filter searchers are to the left of the screen.

Code From - a six character code for the supplier

Name Contains - keywords or partial supplier names can be inserted to search for the supplier

Address Contains - if address information is known, a search could filter by a street name.

Show Deleted - if the agent had been marked as deleted in the Debtor Details the Agent will be hidden from searches, ticking the Show Deleted box will find all agents including those marked as deleted.

Advanced

Languages - Suppliers can be searched for by assigned languages (if User Company's use languages)

Debtor Analysis Codes - Filtering by Debtor Analysis Codes is also possible if these are assigned to the Debtor in the Debtor application.

Results Tab Filter

All agents matching the search criteria will be returned in the Results Tab. Click an Agent to open the enter the Agent Code Change New Code field.

Check box

The checkbox next to an agent will be ticked when the Agent Code has been noted for change, the new code will not apply until the Change Code button is selected.

Agent Name

Full name of the Agent.

Master Code

If the Agent is linked to a chain master the Master Chain Agent code will show here.

Master Agent

If this check box is ticked, the agent is a Master Agent.

Currency

This is the default Currecny the Agent is to billed in.

Deleted

If a check box is ticked in the deleted column, it means that the Agent has been marked as deleted.

Arrow above totals

The arrow located above the Totals heading, when selected, will collapse the Totals panel to allow more columns to display on screen. Selecting the will revert the panel to display again.

Totals

This section of the Results Screen, shows the number of results that were found to match the selected filters, and the number of Agents selected.

Summary of Changes

This field will remain blank until an Agent has been selected and a new code has been assigned to change. The Summary of Changes will show data from the Agents current code and the new code for the Agent. The new code will not be applied until the change code button is selected and the code change has been confirmed.