A/R Values Load Form - Activant Dimensions Getting Started

Chapter 4. Accounts Receivable
In conjunction with a credit limit, each customer is also assigned a credit limit
type. The credit limit type indicates what balances to use when calculating the
available credit.
Others = Account balance only (no jobs and no on order).

A/R Values Load Form

Now that you have determined the key values used for customer information, you
can begin filling out the A/R Values Load Form. Use the form found on the next
page and make several copies. Fill out the forms. It is recommended you do this
in customer number order. You will use these forms to enter the information into
the computer. Or if you are coming from a previous computer system, print out
your customer lists and make notations of any needed changes and modifications.
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T = Total jobs + on order + account balance. Can be used on the main
account of a customer with jobs.
J = Total jobs (no on order) + account balance.
O = On order (no total jobs) + account balance.
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