Basic Customer Data - Activant Dimensions Getting Started

Chapter 4. Accounts Receivable
Customer Inquiry
Sample Customers

Basic Customer Data

This section will help you actually begin gathering information for Accounts
Receivable. You won't be entering anything in the computer, just gathering data
to get ready. Starting with your current system of tracking A/R, there are several
methods of gathering data:
1. If you are keeping records manually and have no preprinted customer
information (as in a computer printed report), use the A/R load form. Take
the blank load form on the next page and make as many copies as you need to
accommodate all your customers. There is space for 4 customers per page.
Then fill out the forms. The chart following the blank load form explains each
field on the load form.
2. Use credit applications, if available, as a source for the information. Make
sure you have a current credit application for every charge customer. Or use a
mixture of this method and the first method.
3. If you have ledger cards, you won't need to fill out load forms but you will need
to make notations of the codes on the cards.
4. If you are coming from a previous computer system, you won't need to fill out
load forms but you will need to print out a customer list and make any
notations for corrections and additions.
5. If you ordered a file conversion for A/R, you also won't need to fill out load
forms. Dimensions will work with you to make sure your new system will
contain the proper information.
You should read through this section to gain a basic knowledge of what the
customer fields contain, even if you are doing a file conversion.
70
Shows you how to perform an inquiry on an A/R
customer, displaying it on the screen. Also explains how
to search for and select a customer.
Presents 4 different customers and how they are set up
using the
Add New Customers
screen.
Dimensions 14