Activant Dimensions Getting Started page 114

Chapter 4. Accounts Receivable
When a customer is placed on credit hold, credit is denied at POS until either
released by a credit manager or system manager or paid by cash. Credit hold
management is done through A/R File Inquiry. You can have up to 99 different
reasons for credit hold. Each is assigned a number from 1-99 and given a
description.
31 If you entered an existing credit hold number, the computer asks:
(C)hange
You have the following options:
(C)hange
(D)elete
(N)ext
(P)revious
(E)nd
32 Fill in the following field:
2. Description
33 Then the computer asks if you wish to add or change the entry. Enter Y if the
information is correct and you wish to add it. Or enter N to not add it.
34 Repeat Steps 30-33 for each credit hold description to be entered.
35 Press Esc at
.
Menu
ASSIGNED SALES REP
36 Assigned sales rep descriptions are set up in the Variable File for Sales. Press
Esc until you see the
37 Select 1 for
38 Select 5 for
DSVM0105
Rev11.0.2
<Esc>=End
Select 2 for
106
NOTE: Credit hold 99 is used for closed jobs. A customer with credit hold 99 will not be displayed
in the customer job search.
(D)elete (N)ext
Allows you to change the displayed credit hold.
Allows you to delete the displayed credit hold.
Displays the next credit hold number.
Displays the previous credit hold number.
Ends this option and returns to the previous menu.
: Enter up to 28 characters for the credit hold description.
This description will appear at POS when a customer
with this credit hold is selected.
Credit Hold Number
DIMENSIONS MAIN MENU
then 7 for
Sales Sales Variable File
. The computer displays the
Descriptions
Sales Descriptions
Store Number 1
Choose Selection:
+-------------------------------------+
| 1. Payment Methods
| 2. Rep Number Descriptions
| 3. POS Additional Fields
|
| 98. Change Store
+-------------------------------------+
Rep Number Descriptions
(P)revious (E)nd
when done. You are returned to the
.
.
DIM11 DATA
|
|
|
|
|
.
A/R Descriptions
Sales Descriptions Menu:
Date mm/dd/yy
Port 38
Store 01
Dimensions 14