Add/Maintain Cm1/Cm2 Fields - Activant Dimensions Getting Started

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Appendix D
7 When you are done selecting fields, you can either press Enter through the
remaining fields or enter "." (period) and Enter to return to Step 5 to enter
another password account.
8 To end this procedure, press Esc at
to the previous menu.

Add/Maintain CM1/CM2 Fields

The purpose of this Variable File record is to define which fields in the
customer files (CM1.D and CM2.D) can be added by password account name.
Both customer files CM1.D and CM2.D are handled with this procedure even
though the menu option reads
A/R File Maintenance
it exists and fields are checked, then this record will control the access to
those fields. If this record does not exist or if no fields are checked, then all
fields will be available for the password account.
1 From the
2 Select 6 for
3 Select 8 for
4 Select 1 for
5 The computer displays:
DSVM0208
Rev11.0.2
1. Enter Password Account:
[ ]
2. Customer Name
[ ]
3. Address 1
[ ]
4. Address 2
[ ]
5. Address 3
[ ]
6. Zip Code
[ ]
7. Phone Number
[ ]
8. Contact Person
[ ]
9. Tax Exempt No
[ ] 10. A/R Group
[ ] 11. A/R Type
[ ] 12. Tax Type
[ ] 13. Each Pricing
[ ] 14. PO Required
[ ] 15. Signature Req
[ ] 16. Cust Has Jobs
[ ] 17. Save History
[ ] 18. Save Lien
<UpA>=Search for Password Account Name
The cursor is positioned at
the password you wish to add. This is not the actual password you enter on
the password screen. It is the account name assigned to the password. It can
be obtained by using the password file maintenance program. See Part 1:
PASSWORDS, PASSWORDFM - How to Create a New Password for more
information on "Account Name".
468
,
Add New Customers
, select 3 for
Dimensions Main Menu
.
A/R Variable File
Password Account Options
Add/Maintain CM1 Fields
A/R Add/Maintain CM1 Fields
_____
CM1 CUSTOMER MASTER FILE
[ ] 19. Store Number
[ ] 20. Sales Rep
[ ] 21. Price Level
[ ] 22. Class
[ ] 23. Credit Hold
[ ] 24. Terms
[ ] 25. Statement Day
[ ] 26. Tax Code
[ ] 27. Extra Code
[ ] 28. Credit Limit
[ ] 29. Bid Number
[ ] 30. Open Date
[ ] 31. Credit Limit Type
[ ] 32. Statement Detail
[ ] 33. Installment Pmt
[ ] 34. Temp Terms
[ ] 35. Resale Price Lev
1. Enter Password Account
1. Enter Password Account
Add/Maintain CM1/CM2 Fields
(DS02011C), will look for this record. If
Accounts Receivable
.
.
DIM11 DATA
Date mm/dd/yy
Port
Store 01
<Esc>=End
<F1>=Help
. Enter the account name of
. You are returned
. The program under
.
38
Dimensions 14

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