Debtor Manual

DEBTORS – SET UP & MANAGE

ACCOUNTS

Menu name – Debtors

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Debtor records form the basis of all transactions processed through the Debtor’s module. 

Debtors are setup and maintained through the Debtor File Maintenance screen, commonly referred to as the 'Debtor Masterfile'.  

Critical information is stored in this module relating to pricing, sales history & entry notes.

Some sites prefer to retain control of this module by restricting the access by some staff.

Accrivia provides for this by having a secondary menu option which provides the user with

"Read Only" permissions, which means they can see all data but cannot make any changes to the Masterfile.

To open a read-only view of the Debtor File Maintenance screen go to DEBTORS |

DETAILS.

For details on how to set up User's Access permissions contact your supervisor . Details can be found in the Accrivia System Manual PDF - contact Your Accrivia Support Team for a copy

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