From the Home tab: under links, select Processes.
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Quantum VS Help: File Maintenance |
The Bulk Account Balances Update process obtains balances from Quantum Financials for each Customer or Supplier account within the range specified and writes the data back to Quantum VS.
To run the Bulk Account Balances Update process:
1. Either:
From the Home tab: under links, select Processes.
Or: From the Toolbar - Main Menu: select Tools > Show Processes.
OR: Click the appropriate module on the Mega Menu then - under processes - select the required Process.
The Processes record opens in a new tab, listing all Processes by Name and Category.
2. Use your mouse or [Tab] key to select the Bulk Account Balances Update process.
3. Select process options in the available fields as required, using the following as a guide:
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Field |
Definition
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Type
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Select either Customer or Supplier, depending on whether you wish to obtain data for Customers or Suppliers.
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From / To
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To run the process for a range of Customers/Suppliers, enter the first and last account number in the range in the From / To fields. Either type in the Account code, or select it from the Finder. See Finding Customers or Finding Suppliers.
Note: To bring up the context-sensitive Finder, place your cursor within this field then click [F3]. Customers will now be active in the Finder.
If you enter nothing, the process will be run on your whole Customer/Supplier list.
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4. Click Start on the Toolbar - Sub Menu to begin running the process.
5. When the process has finished running, a Status message will be shown. Click OK to close this message. You may now close the Processes tab if you wish.
NEXT: Initialise FIFO Buckets
