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 |