Setting Transfer Sale Controls

Before you add transfer customers and perform any transfer sales, you need to verify that two system controls are set correctly.

To set the transfer sale controls

1. From the Setup menu, select System Controls.

2. Set the customer type control.

a. Click the Customer tab.

b. Select Customer - Transfer Type. By default, the control is set to type T.

c. If you do not want to use type T as the default transfer customer type, press Enter and select a different type from the list. Otherwise, leave it alone.

3. Set the transfer GL class control:

a. Click the General Ledger tab.

b. Select Transfer GL Class. By default, the control is set to class 2.

c. If you do not want to use class 2 as the default class for transfer sales, press Enter. Then type the number for the class that you want to use. Otherwise, leave it alone. For more information, see GL Classes.

4. Close the System Controls screen.