Customer Files - Activant Dimensions Getting Started

The big payoff for following this procedure will be:

Customer Files

Accounts Receivable information is stored and processed using several customer
files. These files will be built already for you when your system arrives, ready for
you to begin entering customer data (unless you are doing a file conversion). Each
file contains very specific information and is used by the system when performing
certain functions.
When you are getting started in A/R, you will be entering customer information in
the Customer Master File, also called CM1.D:
This is the main file in A/R. It is like a folder that contains major information and
setup values for each customer such as:
Customer Number
Customer Name
Address
Phone Number
Contact Person
A/R Group
It also contains customer balances, which are updated during normal invoice and
cash receipt processing.
The other files in A/R serve other functions:
Dimensions 14
100% accurate customer balances on a daily basis and
timely credit controls.
CM1.D
Customer Master File
- customer number
- customer name
- address
- phone number
- etc.
Assigned Sales Rep Number
Price Level
Class
Terms
Tax Code
Credit Limit
Chapter 4. Accounts Receivable
67