Article credit: Sage
In this case the payment was coming from the ORION company (our Sage Pastel Evolution client). This value could therefore basically be the same on all Supplier records in the Evolution company
However, when using the standard FNB BANKIT/BIS EFTS Layout, this field’s values for the various suppliers are not pulled through on the export file. So how do you then customise the FNB BANKIT/BIS EFTS Layout it?
SOLUTION:
1. On the Common | Maintenance | EFTS File Layout grid, right click on FNB BANKIT/BIS and select Copy
2. Give it a slightly different name e.g. FNB BANKIT/BIS NEW and select OK to save it
3. Open the new FNB BANKIT/BIS NEW layout
4. Open the Transaction Records tab and notice the standard field values
5. Then change it accordingly as below:
6. You now also need to correctly position the Supplier Reference field according to the official FNB BANKIT/BIS technical file specifications guide by moving it up or down using the blue arrow buttons as can be seen above. When done select the OK button below to save it and test the next EFTS export
7. The same solution could perhaps also be used to customise other EFTS File layouts where required.
Disclaimer: These articles refer to possible solutions and a platform to share information. Each article describes a method that solved a query (knowledge gathered from previous sites) and how Sage Evolution should operate. These articles make reference to a specific Sage Evolution version, however the thought process can be generalised. Please note the information contained in these articles should be treated as guidelines and adapted to accommodate differences in business processes and IT environments. Articles may not be applicable to all environments. If this article did not resolve your query please contact Kiteview Technologies Support Department on: (+27) 010 005 6678.
Kiteview Technologies (Pty) Ltd was founded in May 2010 to provide the Sage Evolution Business Management solution to the SME market. The management team of Kiteview have combined +30 years of experience in the delivery of small to mid-market Financial & Business Management solutions. This experience, combined with a sound project implementation methodology has helped in Kiteview’s growth, becoming a Platinum status partner for SAGE Pastel within just 1 year.
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