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Multi Role Account

Multi Role Account: A/C TYPE Filters in Account Master – Merciglobal Cloud ERP

Overview

To enhance the efficiency of selecting a Customer or Supplier during data entry, Merciglobal Cloud ERP incorporates the A/C TYPE field in the Account Master. This smart filtering feature improves accuracy and simplifies account selection in modules like Sales Order, Sales Challan, and Sales Invoice.

What is A/C TYPE?

  • A/C TYPE is a dropdown field in the Account Master.

  • It categorizes accounts into predefined types such as:

  • SALE_PTY (Sales Party)

  • PURCH_PTY (Purchase Party)
  • WEAVER
  • MILL
  • EXPENSE
  • INCOME
  • ...and more

Note: Users can also define custom A/C TYPEs based on business requirements.

How to Configure A/C TYPEs

Path: Menu > Masters > A/c Masters > A/c Type

How It Works During Data Entry

During data entry in the following modules:

  • Sales Order
  • Sales Challan
  • Sales Invoice

Merciglobal Cloud ERP filters and displays only relevant accounts based on the A/C TYPE.

Example: When creating a Sales Invoice, the dropdown for selecting a customer will default to showing only accounts marked as SALE_PTY, helping to avoid errors.

Handling Multi-role Accounts

In some business cases, a single account may act as both a Customer and Supplier (e.g., a trading partner from whom you both buy and sell goods).

This can lead to issues during data entry, as filtered dropdowns might not display such accounts.

Solution: Custom Filters in Selection Lists

To resolve this, Merciglobal Cloud ERP offers a Custom Filter Mechanism for dynamic account selection:

Key Features:

  • Users can select one or more A/C TYPEs during transactions
  • The account dropdown updates dynamically based on chosen filters
  • Ensures comprehensive visibility of relevant accounts

Benefits:

  • Improved precision during data entry
  • Time-saving, especially in repetitive tasks
  • Efficient management of multi-role accounts

Summary

The A/C TYPE filter is a powerful tool in Merciglobal Cloud ERP that:

  • Enables smarter account categorization
  • Minimizes data entry mistakes
  • Supports complex business relationships involving multi-role accounts

Recommendation: Configure account types thoughtfully and utilize filters effectively during transactions to streamline operations and ensure data accuracy.