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Slide notes: In this tutorial we consider how to open a new AR Debtor Account, by the capture method. There are also take on methods where many new Accounts can be opened at the same time, by the import method. The capture method is used when we have only 1 or a few Accounts to open now.

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Slide notes: Once we have selected the AR Debtor master screen, we can use a new Account Code of our choice, or we can simply let the system assign the next unique Account Code, by typing NEXT.

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Slide notes: Once the system assigns a new Account code, it is easy to open the new Account by simply filling in the necessary fields, and this is an acceptable way to open a new Account.

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Slide notes: But there is an even easier way. Click on the account key field, and lookup or retrieve an existing Account.

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Slide notes: Then return to the Account Key field and type NEXT or a new Account Code of your choice.

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Slide notes: The system now creates a new record with the new Account Key and the data fields as previously shown for the existing Account. So all that should be done is to change the fields where necessary.

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Slide notes: The new Account will of course have a different Name.

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Slide notes: It is important to check the Currency Field, since it can still be changed at this stage, but not after the new Account is saved.

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Slide notes: And it is important to check that the new Account is assigned to the desired sub ledger by choosing the correct Control Account.

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Slide notes: Now we just check whether the category and group are appropriate, but this can be changed at any time afterwards.

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Slide notes: And of course the addresses and contact detail will be different and we can update accordingly.

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Slide notes: And when we choose SAVE then the new Account is created.

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Slide notes: So let's check by retrieving it.

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Slide notes: And, as we can see now, the new Account has been successfully opened.