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This text refers to program version 8.5  

Create Menu - Person - Tag/Object

This page describes the 'Tag/Object' function on the Create menu in the Person record window. If you are using iOS or Android, the 'Tag/Object' function is on the + menu.

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If you need to create a record in the Tag/Object register (in the System module and Nominal Ledger) to represent a Person, open the relevant Person record in a record window and select 'Tag/Object' from the Create menu (Windows/macOS) or + menu (iOS/Android). By default, the Code in the new Tag/Object record will be the same as the Person's Signature and the Name in the new record will be the same as the Person's Name. Creating a new Tag/Object dedicated to a particular Person can be useful because it will allow their sales to be easily analysed in the Nominal Ledger and it will ensure the correct operation of the Periodic Personnel Statement report in the Expenses module. This report requires each Person to have a unique Account-Tag//Object combination, if not different Accounts.

When you select the function, the following window will open, allowing you to create a new Tag/Object:

The new Tag/Object will be shown in a window entitled 'Tag/Object: New'. This means that it has not yet been saved. After amendment if necessary, save the record in the Tag/Object register by clicking the [Save] button (Windows/macOS) or by tapping √ (iOS/Android). In particular, it is recommended that you assign all Person Tags/Objects to the same Tag/Object Type, as this will help with reporting. Alternatively, if you no longer require the Tag/Object, click [Cancel]. In either case, you will be returned to the Person window. If you save the Tag/Object, the Tag/Object Code of the new Tag/Object will be copied to the Tag/Object field on the 'Accounts' card.

The Person record does not have to be saved before creating a Tag/Object, but if it hasn't been saved the Person's Name will not be copied to the new Tag/Object record.

If a Tag/Object with the relevant Code already exists when you select the function, that Tag/Object will be opened in a window entitled 'Tag/Object: Inspect'.

Please refer here for a full description of the Tag/Object register, and here for some examples.

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The Person register in Standard ERP:

• Introduction
  

• Entering a Person Record
  

• Operations menu
  

• Create menu, including:
  
  • Mailbox
    

  • Named User
    

  • Validation Email
    

  • Workflow Activity
    

  • Tag/Object

Go back to:

• Home page for System Module manual
  

• Home page for Standard ERP manual

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