Where Do I Start?
Since Interface Codes can become fairly complex, it is a good idea to choose one thing that you want to track, such as the sales posting for stock items, and then you can add complexity as you go.
Interface Codes work by mixing the elements of a transaction to determine where to post. For this reason, think about what factors should determine posting. Do you want posting to be dependent on the Sales Department? Do you want to post to different accounts based on whether or not you are selling to a customer as a cash or charge on their account? Do you want to post to different accounts based on which customer you sell to? Do you only want it to vary based on the stock item selected and not the department or customer?
Keep in mind that if you need to report on these different facets of your operation, but you don’t need the general ledger to reflect the differences, you don’t need to use Interface Codes. Instead, you can sort and filter many different sales reports by department, customer, and so on.
Published date: 09/30/2021