Activant Dimensions Getting Started page 409

11. A/R Type
12. Tax Type
13. Each Price (Y/N)
14. PO Required
Dimensions 14
B= Balance Forward. Customer statements show
payments made and an invoice summary but not
the balance due for each invoice. The account
summary section, however, shows the total ending
balance for the account.
O= Open Item (default). Customer statements show
payments made and open invoices including the
balance due for each invoice. The account
summary section also shows the total ending
balance for the account.
R= Revolving. A revolving account is non-aged
balance forward with a calculated payment
amount. Payments are made against the ending
monthly balance.
This field works in conjunction with the taxable
status assigned to each inventory item and will
result in different conditions for sales tax to be
charged. For example, if a customer is normally
non-taxable except when he buys certain items, like
tools for their own use, this provides the condition to
charge tax on tools. See the following table:
If the customer is: And the item is:
R (regular)
R
R
S (special)
S
S
N= Price and extend items on invoices entered at POS
using the conversion factor for the inventory item.
Y= Price and extend items by the piece (each) rather
than by board foot or square foot.
Y= At POS, the customer must supply a P.O. number
for orders and invoices to finish processing the
ticket.
N= At POS, no P.O. number or ship to address is
required.
S= At POS, you must supply a ship to address for
orders and invoices to finish processing the ticket.
B= Both P.O. numbers and ship to addresses are
required at POS to finish processing the ticket.
NOTE: To require a ship to address on invoices, you must set the
Sales Variable File option which makes it a company-wide
feature. See Sales Variable File, Entry Options, POS
Back Screen, field 1 (Require Ship To Addresses on
Invoice = Y). This works only if PO Req=S or B here in
CM1.D.
Appendix C
Then:
N (taxable) Tax
Y (non-taxable) No tax
S (special) Tax
N No tax
Y No tax
S Tax
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