The setting under Financial controls which posting journal in finance/accounting an FI advice should be placed in. An FI advice is a payment file that is imported and posted by the local agent (CRS Agent) on the individual POS. The setting tells the agent where the imported payments should be placed when uploaded to the accounts.
The setting is used exclusively by the local agent and is tied to the individual workstation (POS). It belongs to the Agent application group together with other local agent configurations.
1. Open the hamburger menu in the top-left corner of Sapera, and select Financial.
2. Go to Setup → Settings → Point of Sales → Agent application → Financial.
Fi advis draft identifier: The system name (identifier) of the posting journal that the FI advice's postings should be uploaded to from the agent on the POS. The default is empty. Fill in the identifier of the desired journal, so the agent knows where the imported payments should be placed when posting. If the field is empty, the agent has no target journal, and FI files cannot be uploaded or posted from the POS.
Want to know more?
Read more in these related articles:
The agent application
Settings for the CRS Agent on the individual workstation: POS number, barcode scanner, supplier export to Stihl/Husqvarna and import of FI advice files.
Posting journal
Learn to work in the posting journal: create, edit and delete postings, use keyboard shortcuts, validate and post vouchers, settle debtor/creditor postings and understand all columns and control panels.
