Setting Up the Accounting Tables

This part describes how to access the accounting tables, how to create and maintain records within the tables, and how to change, delete or display the records within the tables.

  • Working with Entities (WENT) describes creating, changing, deleting, and displaying entity codes.

  • Working with Divisions (WDIV) describes you how to create, change, delete, and display divisions, how to assign a division to an entity, and how to display divisional history (summary statistics of a division's sales performance).

  • Payment Configurations describes how to create, change, delete and display  any Merchant Account Providers for Credit, Debit, or Wallet Payment Methods that process through EFTConnect. You would use Work with Authorization Services (WASV) and Working with Pay Types (WPAY) for other payments, such as for stored value cards (gift cards).

  • Work with Authorization Services (WASV) describes how to create, change, delete and display Merchant Account Providers for External Payment Service Credit Card and Stored Value Cards, Customer Engagement Stored Value Cards and PayPal. You cannot create, change, or delete an authorization service that uses EFTConnect through this option, instead, use the Payment Configurations option in Modern View to create and manage any payment processing through EFTConnect. Once the merchant account is created, configure additional settings for the EFTConnect authorization service within Work with Authorization Services such as Response Code hold reasons or country and currency mappings.

  • Working with Pay Types (WPAY) describes how to create, change, delete, and display payment methods for External Payment Service Credit Card and Stored Value Cards, Customer Engagement Stored Value Cards, PayPal, Cash/Check and Generic payments used for processes like retail pickup and delivery orders. You can only display pay types that use EFTConnect through this option. This topic also includes information about specifying the financial conditions under which an order will go on hold and describing the characteristics of the stored value cards you honor (for example, length of card number, leading digits, authorization and deposit services).

  • Working with Banks (WBNK) describes how to create, change, delete, and display bank information including bank codes and their descriptions and the transit number associated with a bank.

  • Working with Accounting Periods (WACP) describes how to create, change, delete, display and close accounting period information including specifying year, start date, and end date for the period.

  • Working with Currency (WCUR) describes how to create, change, delete, and display currency information.

  • Working with Sales Representatives (WSLS) describes how to create, change, delete, and display sales representative information. This topic includes information about your sales representatives, the center to which they are assigned, and their commission and bonus structure.

  • Salesman Associate Upload describes how to upload salesman information from an external system to create or update records the Salesman table.