Wildcat Gold - The Optical BBS/Wildcat Gold - The Optical BBS (The Golden ROM Series)(Volume 4 Number 1)(The Digital Publishing Company)(1992).ISO/sdn/alarmza.sdn/INSTALL.F01/ALARMZ.HLP

Clarion Help | 1991-11-30 | 71KB | 1,230 lines

  Using the
 arrow keys, select one of the reports
  listed
  here
and the printer will
produce a report with
all invoices that age
and older, customer
number, age of balance,
totals for each customer
and total for the report
Here we show the report you are about to print. Be
sure to press CTRL-ENTER to start the printout.
 ?Credits must be applied to open items before they can be
entered as unapplied credits on an account. If the customer
has sent a payment, it should be entered against an invoice
on the Payments/Adjustments screen first and the balance
applied here as an unapplied credit. Refer to manual for
details.
 YPress ESC to return.
PRESS ENTER TO SEE MORE INVOICES FOR A GIVEN CUSTOMER
F1 TO GET THIS HELP SCREEN
F2 WILL TOGGLE BETWEEN VIEWING ALL INVOICES FOR THE
CUSTOMER or ONLY INVOICES WITH BALANCES
CTRL-ESC WILL EXIT THIS PROGRAM
 This Message in-
 Date and the day
 dicates  if  the
 of the  week for
 NOTES Screen has
currently
 any  information
 selected
 18  appointments,
 9 AM,  and  9 PM.
Press enter to go
 to next  appoint-
 ment slot, Esc to
 the previous slot
 Press  Ctrl-Esc  to
 return without save
 OEnter the vendor number to post payments against. If you do NOT know
     the acct. number, then leave the field blank and press enter. A
window will help you to locate the vendor.
 pRemember to use the minus sign on the keyboard when entering a
payment. This is particularly true of adjustments where the amount
can be either positivew or negative.
 BACKUP2
 JIf you wish to print the Aged Trial Balance report,
press enter. If you do not want to print this, press 'N'and press
enter. The invoices will be generated without the ageing report.
 xA  or B:
 #The first step, in either case, will
 #cause a backup to be made on the default
 !floppy drive. This drive can be changed,
 !if necessary, in the SYSTEM CONFIGURATION
  on the main menu. Do NOT remove the disk
 !from the drive until the backup has been
 !finished. The disk drive may not run due
 !to the compression of the files to the
 #floppy diskette. This is normal. If you
 "open the drive door before the backup is
 !completed, the data on the disk is bad.
 8Press ENTER
 %Once the backup is completed, an aged report will print if you selected  YES form the menu above. The program will take you to the next step,
where you will be asked for dates and text to print on the invoices.
Have the invoices forms ready, as this will be the the next print job
requested by the system. After the invoices have printed, you will
place the plain white paper into the printer in order that the audit
trail for the invoices can be produced. This audit should be put in a
safe place for future reference. At this point, the recurring billing
operation is complete.
 ^Press ENTER to return.
    )    +
Day of
To Change Months
 The month
To Change Days
 Use:
Last Month
  Use:
Next Month
Ctrl-PgUp Last Year
Ctrl-PgDn Next Year
 Total number of
 AM Appointments
 Ctrl-Home  to Return to
Total number of
Todays Date
PM Appointments
Enter for Appointments
Ctrl-Esc to Return to Main Menu
  This is the file NAME that is currently
active and being modified by you
 CREDIT2
 OUse the
 arrow keys to highlight a selection. CREATE will begin the
credit memo / advance payment process.
 Enter a customer number here or leave blank
 #and a selection window will help you.
 )The customer's total amount due will be show
 "here.
 0If there is a balance due, you must apply the credit toward the item.
If the credit is greater than amount due, apply part of the credit against
 Sthe invoice to give it a zero balance, then apply the remaining credit as
an unapplied amount by selecting 'N' and giving it an invoice number of
. This alerts the computer that this is unapplied and will deduct
remaining credit from next transaction for this customer.
 YYou can select posting this credit to a specific invoice. If the number is
unknown, leave the Invoice Number blank and press enter. A window will open
to help you. 3 lines of comments are provided to remind you why credit was
issued.
Press ENTER for more, ESC to return
 NOTE: Credits are normally issued when you have made an error
in billing a customer for services they did not receive.
If you made a mistake in billing due to a manual entry,
you should proceed to the Payments/Adjustments program
and enter an adjustment to an invoice.
If a customer pays you in advance for services, you may
enter an advance payment. It will be given an invoice
number of
 and will not post against an existing
item in the file. When you execute the Automatic Billing
from the Billing Menu, the advance payment will be
credited to the new invoice and, if the credit is greater
than the invoice amount, will produce a zero balance item.
The remaining credit will then be returned to the customer
account for credit against future transactions.
 PgUp for first screen
ENTER to return to processing
 !If the customer has open items, you must first go to Payments/Adj.
and pay out any open items from there OR you must apply the credit
here to an existing invoice.
If you do not know an invoice
     number, leave the invoice number field blank and press enter, then
select from the window the invoice where the credit will be applied.
The overpayment can then be applied as a credit/advance payment
     here. It will show as an unapplied credit on the INQUIRE screen
     denoted by the transaction code of 'C' and an invoice number of
  Press ESC to continue.
CTRL-ENTER is accomplished by holding the Ctrl key while
pressing the Enter key at the same time. This will keep the
information entered into the system.
ESC will cause the cursor to retreat back to the field you
need to correct before logging it to the files. You may
use the
 arrow keys to move around the screen.
CTRL-ESC will cancel this operation as though nothing had
ever been initiated by you.
( ESC to continue
 5Enter 'M' for bills you will pay every month.
'B' for bills that are every other month.
'Q' for bills that are four time a year.
'S' for bills that are twice a year.
'A' for bills that are once a year.
[ INSTALLATION HELP ]
The SOURCE drive refers to the letter of the floppy drive
that has ALARMZ distribution diskette. This will be the
same drive that your datafiles will be saved to during the
BACKUP process. (Usually 'A')
The TARGET drive is the letter of the hard drive where the
programs are to be installed. If you do not have a hard disk
drive, then QUIT this operation and call RedHawk Software at
the number in the front of your manual. This drive is
normally called 'C', but could be 'D' or 'E'.
CTRL-ENTER, CTRL-ESC means hold the CTRL key while pressing
the associated ENTER or ESC key.
[ PRESS ENTER TO CONTINUE ]
 AEnter the equipment that can be found on this site. The
qty of each piece as well as its location can alos be kept
here.
 `Press Enter
t HELPAPP
Add a new customer to the database.
CHANGE
Change (modify) the account information. If you do not know the
account number, leave the Acct No block blank and press ENTER. A
window will be displayed prompting you for the last name of the
account. Enter the name, or partial if you are not sure of the
spelling, and the account(s) will display. Select the one you need
with the
 arrow keys on the keypad and press ENTER again. The
account will now be displayed for modification to you.
DELETE
Works like change except you can't modify info. You can find an
account in the same manner and it will be displayed for you.
Pressing CTRL-ENTER will remove the unwanted account from your
files. (CTRL-ENTER means hold the CTRL key while pressing the
ENTER key to perform the task.)
APPEND
Allows you to clone a record of the one displayed but you must
suplly a new ACCOUNT Number. This is useful if you have several
different SITES invoice all going to the same BILLING address.
. ENTER for more help
 HELP01
FILES - RECORDS - FIELDS
What are they?
 FILES  are the space where information is written to or read from on the disk
 RECORDS are the individual's account info that is in the file. The file
contains everyones' info.
 FIELDS are the smaller blocks of info in each customer's record. Things like
name, address, phone number, shoe size, etc. are all considered to be
fields. From now on, each highlighted box on a data entry screen will
be referred to as a FIELD OF INFO or simply a field.
HOW DOES THE KEYBOARD WORK IN ALARMZ?
F1 - will get you into this HELP information.
ESC - will get you out. ESC will also move you back one field.
  - Up arrow will move you back fields. Watch it because it moves fast.
  - Down Arrow will move you ahead a field.
ENTER - Accepts the info (data) you have keyed into a field and moves you
to the next field.
PgUp - key will display the next screen for you
PgDn - will display the previous screen of data.
IMPORTANT  NOTICE: YOU MUST GO THRU ALL OF THE SCREENS IN ORDER
TO ADD OR CHANGE INFORMATION IN THE CUSTOMER MASTERFILE. IF YOU DO NOT
GO TO THE FIFTH SCREEN, THE RECORD WILL NOT BE WRITTEN AND THE DATA
ADDED OR CHANGED WILL BE LOST !
 Press ENTER for more
 Enter the current account number for this customer. The
 account number and the customer information will now be
 displayed to you. In the lower portion of the screen, enter
 the NEW number for the account. When everything is OK,
 press Ctrl-Enter to update the account and its associated
 invoices and service calls.
 (Press ESC
Enter the error information from the reports you receive from the
Central Station here. Be sure to include the date and time of the
error (false alarm).
Enter the open and close times the central station will use for this
customer. This feature is primarily here for commercial accounts.
DnHELP05A
[ BILLING HELP ]
Customer Billing Configuration:
Let's say we want to bill a customer twice a year. First we would
use the ENTER key to get to the month of JUNE and enter an 'X'
then press the ENTER key. Now key in the amount to be billed
either from the numeric keypad or from the keyboard. Press ENTER
again until you were at the month of December and key in an 'X'
there and the amount to bill. When AUTOMATIC BILLING is run, the
program will pick up these entries and produce an invoice for the
amount you specified. Press ENTER at the end of this screen in
order to ADD or CHANGE this account in the database.
SALES TAX CODE:  Valid numbers are 1 to 99. These codes are setup in the SALES
     TAX SYSTEM. A code of zero means 'no tax' calculated for this account
BILLING CODE:
Valid Codes are  M = Monthly , B = Bi-monthly , Q = Quarterly
S = Semi-annually , A = Annually.  This code is necessary as well as the
required information below. Fill in the complete screen.
Invoice Descriptor: Numbers from 1 to 10 are valid. You should take care to
left justify the number in the field before entering.
 Press  ENTER  or  ESC  to return to processing
 Note: You can bypass the billing matrix by pressing the
 PgDn key. This will place the cursor at the billing code
 field. Take the default that is presented to you and
 be sure to finish this screen so that this record will be
 properly added to the system.
( Press Enter
 ADD, CHANGE, DELETE,
 VIEW etc. everything
 in a customer's file
 This option is used
 to maintain address
 info, equipment on
 site, alarm error
log and billing info
PRESS
 Use this option to
 change a customers
 number in the event
 that they return to
 you for monitoring
 and their old number
 has been assigned to
 another site.
 A customer number
 can't be changed if
 there are invoices
     due.
PRESS
  Use this option to
  look at customers
20 at a time.
 Customers are shown
  along with address
  and phone numbers.
 Use the PgDn key to
 see 20 more. Press
CTRL-ESC to exit
the scan.
PRESS
  Use this option to
 display 6 customers
 on the screen at one
  time. This is like
 the SCAN feature but
 has primary contact,
site address and
  total balance due.
  Press PgDn to show
6 more.
PRESS
 Used to display the
 customer's balance
 due on the screen.
 Complete customer
 activity as well as
 payments, invoices,
 adjustments, voids,
 and service invoices
 Items are aged and
 total due calculated
PRESS
  Use this option to
 advance to the PRINT
  MENU. Reports are
 sent to LPT1 as the
 default. The reports
 reflect the current
 status of single or
  multiple customers
in the database.
PRESS
 Use this option to
advance to the
  BILLING MENU. From
there Automatic
billing, Payments and
 adjustments, Single
invoices, Credit memo
and advanced payments
as well as aging and
  recurring revenue
reports can be found.
PRESS
 This request will produce two reports. The selection
 of customers to be included is bounded by warranty
 and/or contract expiration date.
This date is where printing will begin.
This date is where printing will end.
     CTRL-ESC will cancel this request and take you
     directly to the ALARMZ Main Menu.
     ENTER will start the reports printing.
     ESC or ENTER exits this help.
APPEND:
allows you to create a mirror image of an account. The account number
and the ERROR LOG page are left blank. This feature is useful when
an apartment complex or similar installation must be taken into
consideration by the system. Example: Your company installs a system
in a complex that has ten apartments but the bills all go to the same
address. Answer: Build the first account with the site address of the
first apt. Next, append the remaining apt's to the first one you just
created. Change the Site Info to reflect the next apartment. Change
the equipment configuration if necessary. It is advised that you use
account numbers that are sequential so that acct number printouts will
be easy to read. Remember you must go to the fifth screen in each to
to write the new record to the disk.
 .Press Enter
 Use this option to make payments,
credits, or adjustments to existing
invoices. Have the customer's
 invoices or last statement handy
as this will speed up the
posting process.
Press ESC
Use this option to print
 DELINQUENCY notices for customers
 selected by number of days pastdue
 You should use the multi-purpose
 forms for this print job.
Press ESC
  Use this option to print monthly
invoices to be mailed to your
 monitored customers. At the start
 of the job, be sure 8
 X 11 paper
is in the printer. You will be
prompted for the invoice forms
 after other reports are produced.
Press ESC
Use this option to print any
  invoices that are considered to
  be a "one-shot-deal". Have the
multi-purpose forms ready in
the printer. After the job is
completed, replace the 8
 X 11
in the printer.
Press ESC
  Use this option to print all of
  the open invoices by their age.
These reports are usefull in
detecting trouble accounts.
  Report requests stateing OVER a
 certain age will print only those
items that age or older
Press ESC
  Monthly Reports on
  - Payments received Non-leased
  - Payments received Leased
  - Payments received Service
  - Payments received Installation
  - Paymenst received Prorated 1st
month monitoring.
Press ENTER to continue
Use this option to produce a
credit memos or advance payments to
customer accounts. Help is provided
in the program to aid you step by
step in this process.
Press ESC
Use this option to print
 statement of account for customers
  selected by account number. You
 should use the multi-purpose form
  for this run. You are allowed 3
comment lines for dunning
  messages on Delinquency notices.
Press ESC
 Billing Period Starts - This is the date you wish monitoring
calculations to begin.
The monitoring period begins on
the month of the date entered and ends as per the billing
cycle for each customer.
 Invoice Date - Displays as today's date, but can be changed as
necessary.
 Payment Due Date - This date, usually 15 days from the period
starting date, is calculated for you, but can be changed as
required.
 Print previous balance - Answer 'Y' to print the current customer
total due on the invoice.
 Print invoice now?
- Answer 'N' will cause invoice cycle to
update the customers' files but will NOT print invoices. Answer
'Y' to print invoices and update the file structure.
 Comment Lines appear on the invoice just as you type them. Be
sure the wording is centered on each line if necessary.
( ESC to continue
If you select NO and press the ENTER key twice, only
one line of the invoice will print. This will allow
you to check the verticle alignment. Print two or
three lines in this fashion and check that date/number
fall in the boxes provided on the form. If they do not,
then adjust the printer carriage and repeat above. When
the forms are properly aligned, select YES and press
ENTER and remaining invoices will be printed for you.
NOTE: If you encounter problems, DO NOT turn the
printer OFF. Use the Online/Offline button to stop
printing, correct the alignment, and place the unit
back online to complete printing.
( ESC to continue
 Acct Number
If you do not know the account number,
leave this blank and press ENTER and a search
window will appear.
 Invoice Date
Can be changed as required.
 Invoice Type
A window is displayed for you to view
the current settings for these items.
Valid numbers are from 1 to 10 and a
number must be entered in the field.
 There are ten lines for invoice items. This form can
 be used for new installations etc. Equipment groups
 can be entered into the form and a running total is
 displayed in the lower right corner. Invoice is then
printed.
%Press ENTER
Produces a report of all accts
that are billed monthly and
totalizes them by month and
annual revenue amounts.
Press ENTER
Allows you to reprint an
invoice that was already
printed but lost and needs
to be replaced by a new one.  The text "Duplicate Invoice"
will appear on the invoice.
Prints a customer history of
all transactions since the
last reorganize. If you did
not delete zero balance items,
those will print also.
Press ENTER
  Produces a report of all the
invoices generated during a
month you specify.
Press ENTER
 SYSTEM CONFIGURATION
 Section 1) -Enter your company name as you want it to appear on your
invoices, statements, and delinquency notices.
 Section 2) -In order for your company name etc. to print on your statements,
a 'Y' must be entered after "Company Name to print on Statements"
-Enter the number at which automatic invoice numbering will begin,
and do the same for service incident numbers and PO numbers.
-For non-leased or regular monitoring, enter a comment line to
print on all statements (EX: 24 hour central station monitoring)
-For leased or rental accounts enter a line to print on those
statements. (EX: Rental amount due by 15th of each month)
 Section 3) -Different reports require different codes to enable correct
printing. While holding the ALT key, enter the Compress code
for your printer from the NUMERIC KEYPAD. Release the ALT key
and a symbol will appear. Do the same for the Uncompress code.
Normal codes are 15 for Compress and 18 to Uncompress. Symbols
displayed are
 and
 respectively.
 Section 4) -Enter the equipment normally installed on your jobs. Examples
are KEYS, KEYPADS, MATS, INFRARED, DOORS, WINDOWS etc. These
will become prompts for the operator on the EQUIPMENT screen
of the Customer DataBase Information System.
 Section 5) -Enter the letter of the system's floppy drive and hard disk
in the spaces provided.
 Section 6) -Enter Y to skip 2nd and 3rd screens on Customer Entry.
* Escape key to continue
[ Delinquent Help]
 Starting Customer Number - The customer where the search for pastdue
invoices is to begin.
 Ending Customer Number
- The customer where the search for pastdue
invoices is to stop.
 Number of Days Past Due  - Type the number of days where search will
start and go greater than. (ex: 60 will print all customers
60 days and older, but will not include any open items for
that customer that are younger than 60 days)
 Interest Charge per Month - Is a percentage to be applied to all open
item greater than or equal to the previous entry. (ex: 1.50
will assess 1
% per month on all items 60 days or older.)
 Comment lines are just that, and will print on the notice as you
enter them on the screen.
 HELPMNU2
 Use the arrow keys
 to make a selection. Press ENTER to execute.
Customer account balance via
screen displays and printed
reports.
Track money to be paid to
your creditors.
Track stock on hand in your
warehouse and in each of the
trucks
Setup ALARMZ to fit your
  business
Schedule service for your
customers. History, billing
Sales tax by state, locale
 XPgDn for next screen
ESC to exit HELP
HELPMNU3
Save your customer information to a floppy diskette. (highly recommended)
Replace bad datafiles with clean
     PgUp previous screen
copy from last BACKUP
     PgDn next screen
     ESC exits HELP
Resets customer balances,
deletes zero balance items,
speeds up hard disk!
Lists files on drive C:
Lists files on drive A:
Prepares a diskette to receive data
from the BACKUP program. A diskette
must be formatted prior to BACKUP
  Calculate monthly interest payments
 based on standard amortization tables
Enter birthdays,
anniversaries,
special events and
 schedule appointments
  PgUp previous screen
 $ESC to EXIT
  Enter all or part of Last Name in highlighted box. Press
  the ENTER key and a list of possibles will display below
  the name box. Use the
 arrows to select. If more than
  14 names are a match then use the PgDn key or the ENTER
  key to view the next 14. When you move the bar over the
  name desired, press the ENTER key and the account will
  appear on the screen.
' ESC to continue
 Takes you back to the
 previous menu
  This option
produces a list
of customers as
 a single line
with their name
address, phone,
  and billing
chart.
Press Esc
  This option
produces a list
of customers as
a multiple line
 printout with
 name, address,
phone, contact,
  and billing
  information.
Press Esc
  This option
produces a
  single page
  report that
  contains all
 necessary info
required by the
monitoring
  station. All
  newly added
 customers will
print
 automatically.
Press Esc
  This option
produces a
  single page
  report that
  contains all
 necessary info
required by the
monitoring
  station. For
 each customer,
  simply enter
 the account #
  and have the
 printer ready.
Press Esc
  This option
  produces an
 error listing
  based on the
 information in
each customers'
error log page.
 It is usefull
  in spotting
 trouble sites
 where the same
failures
  continue to
occur.
Press Esc
  This option
produces a
  listing by
 the equipment
 control panel
  model number
 entered in the
 customer data-
  base on the
equipment page.
Press Esc
  This option
produces a
  listing in
ascending order
  of customers
  by ZIP CODE.
Press Esc
  This option
produces
 mailing labels
  in ascending
  order by zip
code.
  It requires
  single wide
 self-adhesive
labels that are
" long and
  15/16" high.
Press Esc
  This option
produces a list
of customers as
 a double line
  listing with
 name, address,
phone, and
 brief contact
 information.
  Useful as a
phone reference
tool.
Press Esc
 OPEN a service call
 phoned in by either
 a customer or a man
 already on site. A
 CALL must be opened
before it can be
  closed and billed.
PRESS
 After a service call
  has been completed
the service tech
should bring you
  a ticket signed by
  the customer. This
 was generated in the
 process of opening a
 call. This completed
 ticket will have all
  the necessary info
to close a call.
PRESS
This option will ask
you have the proper
forms ready. You are
going to generate
invoices for all of
calls closed that you
requested to bill at
a later date from the
call CLOSE option.
 Read each screen, as
it will prompt you to
put the proper forms
in the printer.
Press ESC
This option will ask
you for a group of
calls to be purged
from the system. It
will only remove the
calls that have been
closed and/or billed.
PRESS
This option will
produce a listing
on the printer of all
calls that have not
been closed or billed
PRESS
 View a customer's
 service history on
 the screen. SCAN can
 display the activity
 as a single line and
 from there, details
 on each call can be
 viewed and scrolled
 as needed.
PRESS
 Starting Customer Number - The customer where the search for pastdue
invoices is to begin.
 Ending Customer Number
- The customer where the search for pastdue
invoices is to stop.
 Number of Days Past Due  - Enter the number of days where interest
charges will be accrued. (ex: an entry of 60 would add an
interest charge to all invoices that age or older).
 Print statements for all  - Answer 'Y' to print statements for all
customers, 'N' to print statements for only those that have
invoices greater than the PAST DUE date.
 Interest Charge per Month  is a percentage to be applied to all open
item greater than or equal number days past due. (ex: 1.50
will assess 1
% per month on all items 60 days or older.)
 Minimum Late Charge is a dollar amount that will be used in place of
the interest charge if the interest amount accrued is less
than the minimum late charge entered.
1ESC to continue
[TAX HELP]
-  Add a new tax base to the system
CHANGE -  Change an existing tax base in the system
DELETE -  Delete an existing tax base in the system
PRINT  -  Print the current status of the tax system
RESET  -  Reset the current running totals of the tax
system. Use with caution. Print the taxes
before using this option.
 - Enter a tax code from 1 to 99
 - Enter the county, parish, or locale to which this tax
would apply (Ex 5.25 is the same as 5
 - Enter the tax required by the state
[ Press  ENTER  to return to processing ]
!    H    H
 Use this system to keep records of your vehicle inventory
 by truck or serviceman. First enter all trucks and their
 drivers. Then enter all the inventory associated with that
 vehicle by using the second option on the menu This option
 is also used to update additions to or deletions from the
 truck stock. Service Call Log Close will automatically
 remove parts from the drivers stock if available, else the
 stock will be removed from your warehouse inventory. You
 can then inquire stock volumes for each driver by using
 the SCAN option. Reports of this info can also be printed
 by using the PRINT option. QUIT will return you to the
 INVENTORY menu.
&PRESS  ESC
 ADD, CHANGE, DELETE,
PRINT anything
  in a vendor's file
 This option is used
 to maintain address,
 phone, contact and
  credit limit info
on each vendor
PRESS
 ADD, CHANGE, DELETE,
items stocked
 in your wharehouse.
 This option is used
  to maintain parts
 info including bin
numbers, qty in stock
 reorder level, your
cost, their cost etc.
Links to vendor file
PRESS
 FAST update of parts
  received or taken.
The computer does all
 the calculations and
 automatically writes
 new info to system.
PRESS
 PRINTS a listing on
 your printer of all
  the items in your
wharehouse.
  Listing is sorted
by part name and
  all items that are
  on the parts entry
 screen are printed
 including current $
values.
PRESS
  PRINTS only those
  parts that need to
be ordered now.
 Listing is in order
 by part description
PRESS
 PRINTS parts labels
 for a given range of
 part numbers or all
 parts in the current
  inventory. A label
 is produced for EACH
 part so have plenty
 of 3
 X 15/16 single
  wide labels handy
  before you start!
PRESS
 PRINTS parts labels
 for a given range of
 part numbers or all
 parts in the current
 inventory. Only one
  label is produced
for each type of
part in stock.
 X 15/16 labels are
required.
PRESS
 Displays the TRUCK
 STOCK MENU. From
 there you can ADD,
 CHANGE, DELETE,
 PRINT, AND SCAN any
 items in a driver's
 truck.
PRESS
ENTER your bills into
this screen. You will
need only the invoice
 from the vendor. If
 the vendor does not
exist, use the VENDOR
 MASTERFILE UPDATE to
 first enter the new
 vendor. Then return
  here to enter the
invoice.
PRESS
Make payments on
 bills you owe. Have
 the invoice and your
 check number handy,
 but the system will
  aid you in finding
 the invoice and all
  its particulars by
leaving the fields in
  question blank and
  pressing the ENTER
     key.
PRESS
  This option prints
 all the items due on
 the printer for you
  to browse at your
 leisure. The oldest
A/P items print first
PRESS
 Prints all the bills
due beyond their
anniversary date
PRESS
 Removes the PAID IN
 FULL items from your
A/P file. These items
will be gone forever,
therefore, a listing
of OPEN PAYABLES will
 print prior to PAID
ITEM PURGE.
PRESS
 Enter the information for the company or individual from
 whom you purchase goods and services. The vendor number is
 a number that you generate internally.(ie: you make it up).
This vendor ID number can contain letters and numbers.
 Example: V100, V101, V102 etc. The vendor number is used
 thru-out the system for service call info and inventory
 management. The remaining info is self-explanitory.
 PO NUMBER
- is generted by the program and can be changed
in the SYSTEM CONFIGURATION program (main menu)
 Invoice Number  - comes from the vendor's invoice
 Vendor Number
- If you do not know the vendor's acct number,
leave the field blank and press ENTER.
 Recurring
- 'Y' or 'N' to produce multiple months due.
 Terms net
- how many days before the invoice is due
 Due Date
- automatically calculated by the program, but
can be changed if necessary.
 Return Material - This is the number issued by the vendor which
  Number
was used to return defective warranty items.
The payment amount, date, and code are automatically
selected for you, however these can be changed to
suit your needs. To remove this invoice from the file
(ie: VOID) exit this program by CTRL-ESC and use the
  DELETE option in the PAYABLE INVOICE ENTRY. To complete
 the payment, press ENTER until the bottom row prompts you
CTRL-ENTER to accept  CTRL-ESC to quit
 Payment/Adjustment Help
If the account number is unknown, leave the ACCT field
blank and press ENTER. A window will display and you
can find the account by entering all or part of the
customer's last name.
The same method can be used to locate customer invoices
By leaving the invoice number field blank and pressing
the ENTER key, all of the invoices for that customer
will be displayed to you. Simply move the highlighted
bar to select the invoice for payment.
Remember to use the MINUS key when making payments on
invoices (statements).
'Press ESC
 keys to select invoice , press ENTER to
retrieve invoice and return to processing.
Enter the month to be processed below as
  01=January, 02=February, 03=March, and so
  on. Pressing ENTER starts the report print
CTRL-ESC will exit the print request.
[Press ESC]
*  00
INQIT2
 KUse PgUp or PgDn keys to scroll this HELP.
ESC key will exit to normal processing.
 Invoice numbers are displayed here,
 while checks numbers, if applicable, are displayed below the item.
INQIT3
  TC means transaction code or invoice
TYPE.
 NA = adjustment
C = credit
 !I = invoice
  J = interest charge
P = payment
  S = service invoice
V = voided item
INQIT4
 ;Original invoice amount before any other activity takes
place.
 INQIT5
 4This column reflects any payments or adjustment to the
item.
 INQIT6
 \The date the invoice was generated or a
     payment etc. was made.
 (A graphic representation of the age
is displayed here. You can quickly
spot those items that are becoming
too old and possibly too hard to
collect.
[Name Selection Help]
In order to enter new information into the Scheduler,
  you must first select your name at the left side of the
window. Use the
 arrow key to select the name and
  press ENTER and the file you have selected will appear
 in the active BOX at the top of the window. You then can
  exit this window and select the ADD/CHANGE feature from
the menu to change a specific day's activities.
Futher HELP will aid you in selecting the proper
day/date and entering appointments and optional text
into the calendar.
Press Esc when done
Select or Create
an Appointment file
 CEnter, Change, or
Lookup Appointments
and Notes
 ULeave the Calendar
Short Description
 !of Choice
 'Enter all or part of the customer's last name here. Be sure
to capitalize where necessary, as this improves the accuracy  of the search.
a    !    "
[Appointment Memo Help]
 Notes is a  TEXT field of 12 rows and 70 columns.  Information
 typed into this field  will be  saved in a  MEMO field for the
 current appointment date.  This MEMO field  has 18 rows and 70
 columns.  The TEXT field
can be  scrolled  by using  the Up,
 Down, PgUp, PgDn,  Ctrl-PgUp, and  Ctrl-PgDn keys, to view the
 additional rows not  currently  displayed.  Ctrl-Enter is used
 to save and return to the appoinment window.  Ctrl-Esc is used
 to return without  saving.  Pressing  Enter or the Down key on
 the last row will save to  the MEMO field without returning to
 the appointment window.  Pressing the Esc or the Up key on the
 first row will erase current changes without returning.
 DATE  : Enter the date the note pertains to.
 TYPE  : A PERMANENT note will always remain on the list.
     A ONE TIME note  will be erased  after it's date
     has passed.
 NOTE  : Enter the  note you wish to see displayed.
 This is the total number of payments
for this note. It is entered as the
number of MONTHS before the note is
completely paid in full. EX: 5 year
at 12 months = 60 months.
 CEnter the account number of the invoice you wish to reprint.
A window will open allowing you to select an invoice to be
reprinted. Press enter to call the item forward. Use the
keys to go to a field to be corrected. Change or delete items
as you see fit, using the ENTER key to keep any changes that
are made. When everything is as you want it, press Ctrl-Enter
to start the printout on your local printer.
 VRANGE - Allows you to reprint a range of invoice without the
benefit of modifying them. This is useful if you are attempt-
ing to recover from an unsuccessful AUTOMATIC BILLING run.
 GNote: Changes made to the prices in the far right column will
NOT be reflected in the total. This option is used to
repint an invoice. If you need to change this invoice, you
must VOID or ADJUST the item first, and reissue the invoice
to the customer.
 If you leave the account number blank, a window will open
allowing you to scroll the customer file. When you find the
correct customer, you can then start the call open process.
Customer information, such as address and account balance
will be displayed to the left of the customer number.
 &ESC to continue
 You can specify the number of service tickets you require in this
field. Any number from 0 to 9 is valid. If the customer is under
contract a 2 will appear here, warranty a 1 will appear, and regular
service will show 2. In any event, you may change the number to the
qty you require.
  ESC to continue
 Below are three lines of text that describe the problem as
the customer perceives it to be. You may also enter your
own diagnosis to the problem here. This information will
print on the service ticket. You must enter information on
the first line to go on.
ESC to continue
!    G    G
Use the arrow keys to select the action you wish to do.
allows you to generate a new service call.
CHANGE  allows you to change the an existing call's text.
DELETE  allows youto delete a call from the system.
takes you back to the main menu.
 gESC to return to processing
 ?If you leave the truck number blank, press the enter key, a
window will open allowing you to access the truck file. If
a truck does not exist in the window, you must enter it on
the Truck Masterfile Maintenance program. You can then
return here to initiate the service call.
 pESC to continue
 Enter the number where deletions to the file will start.
 Enter the number where deletions to the file will stop.
  In any event, only those invoices with a ZERO balance
will be deleted, bounded by the invoice numbers you
enter here. Ex: If you wanted to delete all invoices
 with zero balance between 1001 and 2345 you would enter
1001 in the start date and 2345 in the end date.
[ Esc to continue ]
 Enter the date from which payments are to
begin. Be sure the date is correct, as all
generated invoices will use this as a base
date for date calculations.
  KEY NAME
PURPOSE OF KEY
: TO INSERT A NEW NOTE IN THE LIST.
: TO DELETE THE NOTE ON THE TOP LINE.
 (UP)
: SCROLL UP ONE NOTE.
 (DOWN)
: SCROLL DOWN ONE NOTE.
 ENTER
: TO CHANGE THE NOTE ON THE TOP LINE.
 CTRL-ENTER : EXIT PROGRAM & SAVE CHANGES.
 CTRL-ESC
: EXIT PROGRAM & DON'T SAVE CHANGES.
 @Enter the type of zone and its location here. Type can be
BURG, FIRE, etc. and the commnets can be location info
or special instructions.
 MPress Enter
aAGE
ALARMZ  d
ALARMZ.H(
APPOINT
AP_ADJ  ;
BACKUP  >
BACKUP2
CALENDARm
CREDIT  1
CREDIT2
CREDITS
CTLENTER
CYCLE_TI1%
DRIVE   (&
EQUIP   l*
HELP01  Y+
HELP02  30
HELP03
HELP04
HELP05
HELP05A 1?
HELPAC01
HELPAC02ZC
HELPAC03
HELPAC04.H
HELPAC05
HELPAC06
HELPAC07?O
HELPACCT
HELPAPP
HELPBL01wY
HELPBL02][
HELPBL03)]
HELPBL04@_
HELPBL05Ga
HELPBL06Uc
HELPBL07[e
HELPBL08&g
HELPBL094i
HELPBL10
HELPBL11
HELPBL20.u
HELPBL21=v
HELPBL22Ow
HELPBL23
HELPCONF`y
HELPDELQ
HELPMENU:
HELPMNU2x
HELPMNU3
HELPNAMEk
HELPQUIT
HELPRT01
HELPRT02$
HELPRT03a
HELPRT04
HELPRT05C
HELPRT06
HELPRT07
HELPRT08
HELPRT09v
HELPSR01
HELPSR02
HELPSR03
HELPSR04I
HELPSR05w
HELPSR06~
HELPSTMT
HELPTAX g
HELPTRUK
HELPVD01
HELPVD02X
HELPVD03
HELPVD04
HELPVD05@
HELPVD06J
HELPVD07
HELPVD08
HELPVD21+
HELPVD22
HELPVD23
HELPVD241
HELPVD25
HELPVD30P
HELPVD40
HELPVD50
HELP_PMT
HELP_WIN
HOWMONTH
INQIT   .
INQIT2  _
INQIT3  6
INQIT4
INQIT5
INQIT6  {
LIST
MAIN
NAME_HLP{
NOTES   U
NOTE_HLP
NO_PAYMEO
REPRINT1
SERV0001a
SERVCOPY
SERVLINE
SERVOPEN
SERVTRUKf
STARTNO
START_DA
TICK_HLPL
ZONE    s