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