Users with the additional accounts link module can import customers and suppliers into the system dependant on their accounts package e.g. Sage, Pegasus Opera etc. Users are also able to transfer sales and purchase invoices created within the Progress Plus system directly into their accounts.
NOTE: It is not recommended that the settings within this form are amended by the user unless otherwise advised by a member of the Progress Plus support team. For help and advice to setting up an accounts link please contact the progress plus support team on 0141 440 1987.
Defaults
Check Connection to Accounts Package when Logging In
Does exactly as it suggests. This option will check to ensure the link to the accounts package is active when the user's of the accounts link log into the system. If link is not active, the user will not be able to log into Progress.
Nominal Defaults
These options allow the system administrator to set default nominal codes for sales, purchasing, freight and additional charges. The sales and purchasing nominal values set here are typically only used if no other nominals have been set within the system at the various levels where nominals can be applied. The freight and additional nominal values are only used if set in this screen. If no default nominal is set for either freight or additional charges in this screen, then the system will use the same nominal as the PO/PI line item - these separate nominals are only set if the user wants the additional charge and freight values to be sent to as different nominal code to that of the item that they were purchasing.
Update The Address, Tel/Fax No's in Progress
This option determines whether the customer and supplier information held within Progress is updated based on the information held in the accounts package. If this option is ticked, then all the customer and supplier information that comes through from the accounts package will be used to update Progress information. If this option is left unticked, then any changes to customer and supplier information need to be done manually in Progress as the changes will not automatically be applied to Progress from the accounts package.
Accounts Link Specific Details
These settings are specific to the type of accounts link that is being used between Progress and the accounts package. This will be dependent on the accounts package itself. It is advisable that any set up or changes to this information is discussed with Progress Plus in advance.