How to set Dept Dao codes please guide

  • GMKHAN
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1 year 5 months ago #23850 by GMKHAN
How to set/ configure Dept Dao coes in system. detail guidance required/ or any link from where in can learn this steps

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1 year 5 months ago #23859 by MasterL
Replied by MasterL on topic How to set Dept Dao codes please guide
This is actually not complex. The table to use is DEPT.ACCT.OFFICER

If on Browser, double click inside a field on an empty record to open the helptext for that field. (Assuming the helptext is set up on the environment).

Now the hard part: DAO table can be very powerful tool in T24 depending on how it is used. So, I usually advise clients to first of all decide how they intend to use the DAO table - some use it to designate account officers (default use), some to designate business function units, others use them for branches, etc.

Once you have that decided, define your hierarchies. All this is designed outside T24. The structure will be useful should you choose implement a DEPT.LEVEL and DEPT.PARENT setup that makes sense.

Once that is decided, all that remains to input the details in T24. In fact, if well structured on Excel you can use the Data Migration tool (if licensed) to upload the file in one go.

Links: If you are a customer, TCSP is awesome; if a partner, use TPSP.
If you operate in the wild like some of us, T24 helptext will go a long way. And a lot of Googling too.
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