Debit Types

Use this sub-module to set up the various Debits Types for example; Inter account transfer of different products etc.

A Debit Type is mainly used to deduct a particular charge or charges from many individuals accounts at a go.

In this sub-module you can also tag applicable charges to that debit type.

To access this window, click :Accounts Management - > Setup - >Miscellaneous -> Debit Types

The following screen will open up:

Debit Types Window.

   Creating A Debit Type: 

Click on the ADD NEW  Button, to open the following screen:

Adding a new Debit Type.

On this Create screen, fill in the fields:

Name - Enter the name of the Debit Type to be created

Product Code - Click on the drop down menu to select the product code: 

Product - Click on the lookup icon to select the appropriate product type: 

Product Lookup

NOTE : The Product lookup dialog box is always informed by the product code selected.

Applicable Charges - select by clicking on all the relevant applicable charges. 

Applicable Charges.

When done click on the CREATE Button to complete this task.

On successful completion you will get a pop up message confirming that the operation was successful.

Successfully added a new debit type.

 Editing A Debit Type: 

 First Identify the Debit Type to be edited : 

 Click on the edit icon against it to open the following screen: 

Editing Window for Debit Type.

 On this Edit screen, modify the necessary fields.

 Name - If it's necessary you can modify / edit the name of the already existing Debit Type.  

 Product code & Product fields cannot be edited. 

When done click on the UPDATE Button to complete this task.

Note check on the flag if no longer in use.

On successful completion you will get a pop up message confirming that the operation was successful.

  

Successfully edited the debit type.

 

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