SOURCE_CODE (Validation)
Used to specify the marketing program or contact type that generated this accounting transaction. Customers System Setup gives you the option of requiring a source code throughout the system.
AR/Cash
| Location | Display field | iMIS table |
|---|---|---|
| Order Entry (from AR/Cash, select Enter and edit orders, and enter/edit record) | Source | Activity.SOURCE\_CODE Invoice.SOURCE\_CODE Trans.SOURCE\_CODE |
Billing, Customers
| Location | Display field | iMIS table |
|---|---|---|
| Dues/Subscription Payment by Individual (from Billing, select Enter and edit payments OR from Customers, select Manage customers, find a record, select Billing tab, and click Payments) | Source Code | Activity.SOURCE\_CODE Invoice.SOURCE\_CODE Subscription.SOURCE\_CODE |
Events, Exhibition
| Location | Display field | iMIS table |
|---|---|---|
| Payments (from Events, select Register a customer, enter/edit record, and select Payments tab, OR from Exhibition, select Process orders, select Payments tab) | Source Code | Orders.SOURCE\_CODE Trans.SOURCE\_CODE |
Exposition
| Location | Display field | iMIS table |
|---|---|---|
| Payment (from Exposition, select Process booth orders, enter/edit record, and click Payment) | Source Code | Orders.SOURCE\_CODE Invoice.SOURCE\_CODE Trans.SOURCE\_CODE |
Fundraising
| Locations | Display field | iMIS table |
|---|---|---|
| - Set up Tables (from Fundraising, select Set up Tables select Appeals) - Distributions and Premiums (from Fundraising, select Set up Tables, select Distributions and Premiums) - Enter and Edit Gifts (from Fundraising, select Enter and Edit Gifts) | Appeal | Invoice.SOURCE\_CODE Trans.SOURCE\_CODE Activity.SOURCE\_CODE |
Orders
| Location | Display field | iMIS table |
|---|---|---|
| Enter and edit orders (from Orders, select Enter and edit orders, and enter/edit record) | Source | Invoice.SOURCE\_CODE Orders.SOURCE\_CODE Trans.SOURCE\_CODE Activity.SOURCE\_CODE |
Updated 5 months ago
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