Adding Customers - Activant Dimensions Getting Started

Adding Customers

1 From the
Remember to press Enter after entering your menu selection.
2 The computer displays the
+-----------------------------------------------------------------------------+
|
+-----------------------------------------------------------------------------+
Select 1 for
3 The computer displays:
DS02011C
Rev10.0.18
1.Cust No
3.Addr 1
5.Addr 3
7.Phone
9.Tax No
12.Tax Type
15.Signature Req (Y/N)
18.Save Lien Info
21.Price Level
24.Terms
27.Extra Code
30.Open Date
33.Install Pmt
36.Delivery Zone
39.Ship To 1
41.Ship To 3
43.Email
45.Message/Note 1
46.Message/Note 2
47.Message/Note 3
<Esc>=End
The cursor is at the first field,
Load Form or whatever source you have for customer information), enter the for
the customer you are setting up and press Enter.
4 Next, enter the customer name (
5 Continue entering the rest of the information for the customer up through
.
No
Dimensions 14
Accounts Receivable Menu
A/R FILE MAINTENANCE MENU
DIM11 DATA | ===
| 1. Add New Customers
|
| 2. Change Customers
|
| 3. Delete Customer from CM1 & CM2
|
| 4. Purge Credit Notes by Date
|
| 5. Maintain Extra Signatures
|
| 6. Bad Check File CM6
|
+-----------------------------------------+
Add New Customers
NOTE: There is an option that controls which fields are displayed on this screen. It is found in the
Variable File. See the system manager if you wish to use this feature.
These instructions present all fields as if they had all been selected to display.
Add New Customer DIM11 DATA
.000
10.A/R Group
13.Each Price (Y/N)
16.Cust Has Jobs (Y/N)
19.Store Number
0 22.Class
0 25.Statement Day
0 28.Credit Limit
31.Credit Limit Type
34.SSN #
37.Route Difficulty
<F1>=Help <UpA>=New Job
shown above, enter 2 for
A/R FILE MAINTENANCE ===
|
|
|
|
|
|
|
|
|
|
|
|
and press Enter.
2.Name
4.Addr 2
6.Zip
8.Contact
0 11.A/R Type
14.PO Required
17.Save History
0 20.Rep Number
0 23.Credit Hold
0 26.Tax Code
0 29.Bid Number
32.Statement Detail
35.Resale Price Level
38.Map Code
40.Ship To 2
42.Builder's Club #
44.Cell Phone
. From your list of customers (the A/R
1. Cust No
).
2. Name
Chapter 4. Accounts Receivable
.
File Maintenance
:
| 11.0 |
Date mm/dd/yy
Port 41
Store 01
0
0
0
9. Tax
77