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The name table lists the types of names that are recognised in the database.
There are three columns in the Names Entries window. The column width may be adjusted by dragging the column to the required width. The Name column may be sorted into ascending or descending order by clicking the column heading. All system generated names are show a system required icon. All user defined names do not show a system required icon.
Buttons on the window are:
Properties: Provides detail on an existing name
New: Creates a new name
Delete: Deletes an existing name
Cancel: Exits the window
List: Right click provides access to the List option.
Details
Name: A ten alphanumeric character field; enter a code to index the type name being added.
Description: A sixty alpha character field, enter a precise description for the type name item, for example, business name, trading name, preferred name.
Line length: This determines how many characters long, the name may be. Note that Tax will only record 48 characters for a name.
Multiples: This refers to whether you wish to allocate two or more of this particular type code to a contact. For example, if you wish to enter two or more business names to a contact, flag this entry as a multiple by pressing [Y].
You should not use multiples if you wish to use the name type you are adding for printing letters, as only the first name will print. Therefore if you wish to use the name type you are adding in letters, and multiples apply, you should set up two name types for example, Banker1 and Banker2.
Back to Table Maintenance
Accountants Enterprise only
The number table stores the types of contact numbers. For example; telephone numbers, email addresses, fax numbers etc.
All system generated Numbers are show a System Required icon. All user defined Numbers do not show a system required icon.
Buttons on the window are:
Properties: Provides detail on an existing name
New: Creates a new name
Delete: Deletes an existing name
Cancel: Exits the window
List: Right click provides access to the List option.
Data entered for each Number Table:
Number: A ten alphanumeric character field; enter a code to index the number item you wish to add. For example, MOBILE1, MOBILE2, AFTERHOURS.
Description: A sixty alpha character field, enter a precise description for the Type of number you are adding. For Example, The description for MOBILE1 might be 'Main Mobile Number'; MOBILE2 might be 'Secondary Mobile Numbers'.
Multiples: This refers to whether you wish to allocate two or more of this particular type code to a contact. For example, if you wish to enter two or more secondary mobile numbers, set this number table so that it allows multiples.
You should not use multiples if you wish to use the number type you are adding in letters, as only the first number will print. Therefore if you wish to use the number type you are adding in letters, and multiples apply, you should set up two number types for example, Phone 1 and Phone 2.
Back to Table Maintenance
Accountants Enterprise only
The Address table stores all types of addresses that a contact may have including system and user defined addresses. A contact may have any number of stored addresses.
All system generated addresses are indicated by a system required icon. All user defined addresses do not show a system required icon.
When VPM is integrated to your system, the VPM Map routine applies the description Added by System to addresses.
Buttons on the window are:
Properties: Provides detail on an existing name
New: Creates a new name
Delete: Deletes an existing name
Cancel: Exits the window
List: Right click provides access to the List option.
The details entered when creating a new address type are:
Address: A ten alphanumeric character field; enter a code to identify the type of address you are adding.
Description: A sixty alpha character field, enter a precise description for the type of address you are adding. For example, delivery address.
Line length: This determines how many characters long, the address may be. If you are integrating to Tax, that application only records 48 characters for a name.
Multiples: This refers to whether you wish to allocate two or more of this particular type code to a contact. For example, if you wish to enter two or more business addresses to a contact, flag this entry as a multiple by pressing [Y].
You should not use multiples if you wish to use the address type you are adding in letters, as only the first address will print. Therefore if you wish to use the address type you are adding in letters, and multiples apply, you should set up two address types for example, Business 1 and Business 2.
Back to Table Maintenance
Accountants Enterprise only
Validation Tables are pick-lists that can be defined by the user (or other MYOB applications) to limit the values attached to a sort view to items in the relevant validation table.
Tax, for example, uses a validation table for occupation codes - the table is maintained centrally by Central Database but used primarily from within a tax return. The benefit of the table being in Central Database is that the user can then use these values for sorting and filtering in reports and letters.
All system generated Validation tables show a system required icon in the Use column. No user defined Validation table shows the system required icon.
Buttons available on this window are:
Open: Opens the validation table. For example, if an ATO Occupation code is being processed, click Open to display the Occupation code table which is used in your Tax ledger. You may only edit the description of a System Required table, but you may edit both the Value and Description for there tables you define yourself.
Properties: Click Properties to open the Validation Table Properties window. You can edit the code and description of the table. Refer to Validation Table Properties.
New: Click New to open the Validation Table Properties window. You can create a new Validation table by providing a unique code and a description.
Delete: Click Delete to remove an entire Validation table.
Cancel: Exits the window.
List: Right-click to access the List option for the Validation Tables.
To create a validation table:
Click Maintenance > Validation Table.
Select New.
Complete the code and description fields.
Save the new Validation Table.
Attach values to the new table
Back to Table Maintenance
Accountants Enterprise only
This window lists all the entries in the Validation Table.
Buttons on the window are:
Properties: Displays the details for the current line in the table so that you can edit the code and value. Refer to Validation Values.
New: Opens the Validation table for the <table> window, so that you can add a new code and value to the Validation table.
Delete: Deletes a line from the list of values in the Validation table.
Cancel: Exits the window.
Back to Table Maintenance
Accountants Enterprise only
This window allows you to add or edit an entry in the Validation table. These details are recorded for each entry:
Value: This is up to ten alphanumeric characters to uniquely identify the value you are adding to or editing in the validation table.
If you are editing a value that is used by Tax, you will only be able to edit the description. You will not be able to edit the Value field.
Description: This is up to 60 characters to describe the value you are adding to or editing in the validation table.
Back to Table Maintenance
Accountants Enterprise only
This window allows you to add or edit a validation table in Central Database. If you are adding a new table, enter values for Table and Description as described below:
Table: Enter a unique ten character alphanumeric code for the table you wish to add to Central Database.
Description: Enter a relevant description (of up to sixty characters) for the table you wish to add to Central Database.
If you are editing a table, over type the existing value(s).
Back to Table Maintenance
Accountants Enterprise only
The browser lists information for all contacts in the data base. The details include:
Contact code
Table indicates the type of address (Type cannot be modified from this browser)
Use - the two heads icon denotes that contacts share this address.
Street
Town/suburb
State
Postcode
Country
To sort the list into descending or ascending order, click the column headings for Contacts, Tables, Town/suburb, State or Postcode.
Properties of an Address
To modify an address select the Properties button and the address details are displayed and may be edited, except for the Type. Refer to Addresses in the Address Book,
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