Sales accounts are added to the Account Setup window of a Sales report.
Click the Sales report (i.e. NewViews/Report/Sales Schedule) in the NV2 Database Explorer.
If the top right window is not the Account Setup window, click the window list button at the left of the title bar that reads /REPORT/(report name) and choose Account Setup.
Activate the line above or below where you want to add the new account. (This step is not crucial as the account can always be moved later, see Moving Accounts for more information.)
Issue the command Edit>Insert to add the new account above the active line or Edit>Append to add the new account below the active line. NOTE: The positioning of the new account is only an issue if the report is in line (interactive) order. If the report is in account description or name order, the Edit>Insert and Edit>Append commands can be used interchangeably since the account will automatically be placed in the proper position.
In the Account Type field, press <F3> and select SALES (press <Enter> or double click to select).
In the Name field, enter the sales account name. You can use any combination of letters, numbers, hyphens and underscores, and the name can be as long as you want. Account names are automatically converted to upper case characters. NOTE: You cannot have more than one sales account with the same account name.
In the Description field, enter the sales account description (usually the item's description, model or part number, etc.). You can use any combination of letters, numbers, spaces or special characters and the description can be as long as you want.
When you enter SALES in the Account Type field, credit is automatically entered in the Normal Balance field, periodic is entered in the Normal Rep field, and active is entered in the Active field. The name of the Sales report (e.g. SS) is automatically entered in the Report field when the new account is first added to the report.
Enter the appropriate total account names in the Totalto Name fields to ensure that the report totaling structure includes the new sales account. See Report Arithmetic for more information on totaling).
The new sales account will automatically be saved when you move off the line. At this point, postings can be added to the account, and the total sales account and all related accounts and reports will be updated immediately.
You can modify the sales account's trade information now or later. To modify trade information (e.g. specifying the item price, and the corresponding inventory and cost of goods accounts), activate the sales account and then use the window list button in the bottom right pane to choose the Trade Information window. See Trade/Tax Settings for Sales Accounts for more information. NOTE: You have the choice of specifying the inventory and cost of goods accounts associated with a sales account in the Trade Information window for the account, or in the Inventory and CGS Links window for all sales accounts. See Linking Inventory and Cost of Goods Sold Accounts to Sales Accounts for more information.
The Report field can be used to move the account from one report to another (e.g. if you have more than one sales report and want to move a sales account from one report to another). See for more information.
The T field is blank for sales accounts. This field displays the number of accounts that total to any total account on the report (it is generated automatically). For more information, see Report Arithmetic.
If you have additional information you want to store for a sales item you can add it to the Notes window for that sales account. Use the window list button in the bottom right window to access the Notes window.
NOTE: Sales accounts can be added to both the sales account table and reports.