Specifications

Chapter 4. Accounts Receivable
68 Dim11
Getting A/R Started
The following pages will help you begin gathering customer information for
Accounts Receivable. You will be collecting general information such as customer
names, addresses, phone numbers, credit limits, etc. This is an excellent time to
clear out old accounts and update your A/R files.
You will not be handling customer balances and current activity at this time. You
will decide later when you wish to enter the aging and "go live." This process is
called the A/R Cutover. Be aware that at the time you cut over you will need to
have a current aging and list of outstanding invoices for each customer. You must
do an A/R Cutover before your first ticket, whether you will be doing Invoice
Posting, Point of Sale, or Order Entry.
Getting A/R Started is your guide to beginning work with the A/R system. In this
section, you will find instructions for:
Basic Customer Data Helps you begin gathering the basic elements of your
customer file on an A/R Load Form – names, addresses,
phone numbers, and so on.
Numbering Accounts Suggests how to number customer accounts.
Getting into A/R Shows you how to get into the Accounts Receivable Menu for
getting started on the computer.
Adding Customers Shows you how to enter the basic customer information
into the computer.
Changing Customer Shows you how to change the basic customer information
Information if you need to make corrections.
Printing Customers Shows you how to print some reports to check your
entries.
Deleting Customers Shows you how to delete customer entries if they are
incorrect so you can enter them again correctly.
Values Worksheet Helps you decide the 8 values you need to have to run the
basic features of the Accounts Receivable system – A/R
group, assigned sales rep numbers, price levels, classes,
terms, tax codes, and credit limits/types. Includes a load
form.
Entering Values for Shows you two methods of quickly entering the values
Customers from the worksheet, Change Selected Fields and Change Fields
by Range
.
Entering Variable File Leads you through making the appropriate entries in the
Information Variable File for “going live”.
Doing A/R Cutover Helps you enter beginning A/R balances for customers on
the Dimensions system in preparation for "going live".