Getting A/R Started - Activant Dimensions Getting Started

Getting A/R Started

The following pages will help you begin gathering customer information for
Accounts Receivable. You will be collecting general information such as customer
names, addresses, phone numbers, credit limits, etc. This is an excellent time to
clear out old accounts and update your A/R files.
You will not be handling customer balances and current activity at this time. You
will decide later when you wish to enter the aging and "go live." This process is
called the A/R Cutover. Be aware that at the time you cut over you will need to
have a current aging and list of outstanding invoices for each customer. You must
do an A/R Cutover before your first ticket, whether you will be doing Invoice
Posting, Point of Sale, or Order Entry.
Getting A/R Started is your guide to beginning work with the A/R system. In this
section, you will find instructions for:
Basic Customer Data
Numbering Accounts
Getting into A/R
Adding Customers
Changing Customer
Information
Printing Customers
Deleting Customers
Values Worksheet
Entering Values for
Customers
Entering Variable File
Information
Doing A/R Cutover
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Helps you begin gathering the basic elements of your
customer file on an A/R Load Form – names, addresses,
phone numbers, and so on.
Suggests how to number customer accounts.
Shows you how to get into the
getting started on the computer.
Shows you how to enter the basic customer information
into the computer.
Shows you how to change the basic customer information
if you need to make corrections.
Shows you how to print some reports to check your
entries.
Shows you how to delete customer entries if they are
incorrect so you can enter them again correctly.
Helps you decide the 8 values you need to have to run the
basic features of the Accounts Receivable system – A/R
group, assigned sales rep numbers, price levels, classes,
terms, tax codes, and credit limits/types. Includes a load
form.
Shows you two methods of quickly entering the values
from the worksheet,
Change Selected Fields
.
by Range
Leads you through making the appropriate entries in the
Variable File for "going live".
Helps you enter beginning A/R balances for customers on
the Dimensions system in preparation for "going live".
Chapter 4. Accounts Receivable
Accounts Receivable Menu
and
Change Fields
for
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