Specifications
Chapter 4. Accounts Receivable
76 Dim11
Adding Customers
1 From the Accounts Receivable Menu shown above, enter 2 for File Maintenance.
Remember to press Enter after entering your menu selection.
2 The computer displays the
A/R FILE MAINTENANCE MENU:
+-----------------------------------------------------------------------------+
| DIM11 DATA | === A/R FILE MAINTENANCE === | 11.0 |
+-----------------------------------------------------------------------------+
| 1. Add New Customers |
||
| 2. Change Customers |
||
| 3. Delete Customer from CM1 & CM2 |
||
| 4. Purge Credit Notes by Date |
||
| 5. Maintain Extra Signatures |
||
| 6. Bad Check File CM6 |
||
+-----------------------------------------+
Select 1 for Add New Customers and press Enter.
F NOTE: There is an option that controls which fields are displayed on this screen. It is found in
the Variable File. See the system manager if you wish to use this feature.
These instructions present all fields as if they had all been selected to display.
3 The computer displays:
DS02011C Add New Customer DIM11 DATA Date mm/dd/yy
Rev10.0.18 Port 41
Store 01
1.Cust No .000 2.Name
3.Addr 1 4.Addr 2
5.Addr 3 6.Zip
7.Phone 8.Contact
9.Tax No 10.A/R Group 0 11.A/R Type
12.Tax Type 13.Each Price (Y/N) 14.PO Required
15.Signature Req (Y/N) 16.Cust Has Jobs (Y/N) 17.Save History
18.Save Lien Info 19.Store Number 0 20.Rep Number 0
21.Price Level 0 22.Class 0 23.Credit Hold 0
24.Terms 0 25.Statement Day 0 26.Tax Code 0
27.Extra Code 0 28.Credit Limit 0 29.Bid Number
30.Open Date 31.Credit Limit Type 32.Statement Detail
33.Install Pmt 34.SSN # 35.Resale Price Level
36.Delivery Zone 37.Route Difficulty 38.Map Code
39.Ship To 1 40.Ship To 2
41.Ship To 3 42.Builder's Club #
43.Email 44.Cell Phone
45.Message/Note 1
46.Message/Note 2
47.Message/Note 3
<Esc>=End <F1>=Help <UpA>=New Job
The cursor is at the first field, 1. Cust No. From your list of customers (the A/R
Load Form or whatever source you have for customer information), enter the for
the customer you are setting up and press Enter.
4 Next, enter the customer name (
2. Name).
5 Continue entering the rest of the information for the customer up through
9. Tax
No
.