Multi Role Account: A/C TYPE Filters in Account Master – Merciglobal Cloud ERP¶
Overview¶
To simplify the process of selecting a Customer or Supplier during data entry in Merciglobal Cloud ERP, we use a smart attribute: A/C TYPE in the Account Master. This powerful filtering feature enhances the efficiency and accuracy of selecting the right accounts in transactional 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 includes predefined account classifications such as:
- 🛍️ SALE_PTY (Sales Party)
- 📦 PURCH_PTY (Purchase Party)
- 🧵 WEAVER
- 🏭 MILL
- 💰 EXPENSE
- 💼 INCOME
- ..... (Many More)
- ✅ Users can define additional A/C TYPEs as per their business needs.
Path to configure A/C Types:
Menu ➡️ Masters ➡️ A/c Masters ➡️ A/c Type
How it works during Data Entry¶
During data entry in modules like: - Sales Order 📃 - Sales Challan 📤 - Sales Invoice 🧾
Merciglobal Cloud ERP: - Automatically filters and shows only SALE_PTY type accounts. - This helps users avoid selecting the wrong type of account.
⛔ Example:
If you're creating a Sales Invoice, the dropdown for selecting a customer will only show accounts marked as SALE_PTY by default.
Handling Multi-role Accounts¶
There are scenarios where: - A single account is both a Customer and a Supplier. - For example, you may sell and buy goods to/from the same party.
This can complicate selection during data entry, as the filtered list might exclude such parties.
Solution: Custom Filters in Selection Lists¶
To address this, Merciglobal Cloud ERP provides a Custom Filter Mechanism:
Features:¶
- Users can manually select one or more A/C TYPEs during data entry.
- The account selection dropdown dynamically updates based on selected A/C TYPEs.
- This ensures all relevant accounts are visible, reducing data entry errors.
Benefits:¶
- 🎯 Enhanced precision in account selection
- 🕒 Time-saving for repetitive entries
- 🔄 Better handling of multi-role accounts
Summary¶
The A/C TYPE filter in Merciglobal Cloud ERP is a powerful feature that: - Categorizes accounts smartly - Improves data entry accuracy - Adapts to complex real-world business relationships
Make the most of it by configuring your account types wisely and using filters effectively during transactions. 🚀