Add New Customers; Customer Master File (Cm1.D) Fields - Activant Dimensions Getting Started

Add New Customers

CM1, CM2, CM14, CM10
DS02011C
Rev10.0.18
1.Cust No
3.Addr 1
5.Addr 3
7.Phone
9.Tax No
12.Tax Type
15.Signature Req (Y/N)
18.Save Lien Info
21.Price Level
24.Terms
27.Extra Code
30.Open Date
33.Install Pmt
36.Delivery Zone
39.Ship To 1
41.Ship To 3
43.Email
45.Message/Note 1
46.Message/Note 2
47.Message/Note 3
<Esc>=End

Customer Master File (CM1.D) Fields:

1. Cust No
Dimensions 14
Add New Customer DIM11 DATA
.000 2.Name
4.Addr 2
6.Zip
8.Contact
10.A/R Group
13.Each Price (Y/N)
16.Cust Has Jobs (Y/N)
19.Store Number
0 22.Class
0 25.Statement Day
0 28.Credit Limit
31.Credit Limit Type
34.SSN #
37.Route Difficulty
40.Ship To 2
42.Builder's Club #
44.Cell Phone
<F1>=Help <UpA>=New Job
1. The customer number can be up to 6 digits long
plus three digits after the decimal point for a job
number. It must be all numeric. For example,
123456.001. When entering a customer number
without jobs, it is not necessary to enter the
decimal point and trailing zeroes.
2. It is required that customer numbers 1-99 be
reserved for cash sales. Customer number 1 is
typically the account number used for regular
walk-in cash sales where the method of payment
is cash, check, or credit card. Regular A/R
customer numbers will then begin at 100.
3. Customers with jobs will keep track of A/R
transactions by job number. The main account
number must end in zeroes (i.e., 1010.000) and be
flagged as having jobs. See field 16,
. Then each subsequent job number will have
JOBS
the same account number as the main account
with a different job number following the decimal
(i.e., 1010.100, 1010.200, 1010.300, etc.). Aging
reports and statements will show a total for each
job as well as a consolidation for all jobs in the
main account.
4. Other methods of numbering sometimes used:
- Use last 6 digits of phone number
- Give often-used customers easy to remember
account numbers (i.e., "5555" or "123")
Date mm/dd/yy
Port 38
Store 01
0 11.A/R Type
14.PO Required
17.Save History
0 20.Rep Number 0
0 23.Credit Hold 0
0 26.Tax Code 0
0 29.Bid Number
32.Statement Detail
35.Resale Price Level
38.Map Code
Appendix C
CUST HAS
399