Numbering Accounts - Activant Dimensions Getting Started

Chapter 4. Accounts Receivable
FIELD WHAT
CUST NO Customer Number
NAME Customer Name
PO BOX Bill to P.O. Box or
or Attn information
ATTN (ADDR 1)
STREET Bill to street
address
(ADDR 2)
CITY, Bill to city & state
STATE (ADDR 3)
ZIP CODE Zip code
PHONE Phone Number
CONTACT Contact Person
TAX NO Sales Tax ID
Number
CREDIT Contact Person for
CONTACT credit matters
FAX NO Fax Number

Numbering Accounts

Organizing customer accounts with the Dimensions system helps save you time
and effort. Each customer account is assigned a customer number. You type the
information once and then when you need to use it you can call it up by number or
by name. When you print customer reports you can print in numerical or
alphabetical order.
72
HOW LONG FOR EXAMPLE
6 digits plus 3 123456.001
following a
decimal
30 characters FRANK WHITE
INDUSTRIES or
WHITE/FRANK
25 characters P.O. BOX 888
or
ATTN: Accounts
Payable
25 characters
25 characters Newtown, CO
10 characters 87101
87101-1234
12 characters 800/222-3333
800-222-3333
222-3333 x123
20 characters Bill W. or
Mrs. Johnson
15 characters 16656-8
20 characters Mary S.
12 characters 702-222-4444
MORE...
1. Customer numbers 1-99 are for cash
accounts only. Accounts 100 and higher
are charge accounts.
2. The format of the customer number allows
any customer to have multiple jobs. The
three digits after the decimal identify the
job number. The main account would end
in all zeroes (.000) and the job accounts
would follow (.001, .002, etc.). Aging
report and statements will show a total for
each job as well as a consolidation for all
jobs.
3. For customers without jobs, it is not
necessary to enter the decimal and trailing
zeroes.
This controls how the account is alphabetized.
See Step 2 on page 72 for more explanation
of how to format the customer name.
This can be the actual mailing address.
Separate the city and state with a comma.
You can use the 5-digit zip or the 9-digit zip.
Use a dash (-) in the 9-digit zip code.
Enter the phone number exactly how you wish
it to print on reports, transaction entry
screens, and inquiry screens.
Enter the name of the contact person for this
customer. This is optional but very handy.
If the customer is tax exempt, you should find
this number on a sales tax exemption
certificate.
This could be different from the Contact
Person entered above.
Dimensions 14