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Wildcat Gold - The Optical BBS
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Wildcat Gold - The Optical BBS (The Golden ROM Series)(Volume 4 Number 1)(The Digital Publishing Company)(1992).ISO
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coll41a.sdn
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COLL-A41.EXE
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COLLECT.ACS
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COLLECT
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1991-10-25
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Your Collector [TM]
Collect your debts!
Intent:
The intent of this unique tool is nothing less than to give you a strategic
advantage in business. Your Collector [TM] is a powerful administrative
extension to the way you work.
More than just a highly focused application program for business people,
Your Collector [TM] establishes a higher level of software functionality
and integration and creates a financial operating environment for you in
your office.
Through the Fast Runner [TM] selection, you can run up to 20 other
application programs in the background, each with a 500kb window, without
ever leaving Your Collector [TM].
This bundled option gives you the functionality of a multi-tasking
environment without incurring any extra expense or having any headaches or
hassle. Many multi-tasking or windowing-like operating systems will not
let you run most standard DOS programs. Among those programs that will
run, you can experience significant loss of performance.
With Fast Runner [TM], you can build a menu with up to 20 of your own stand
alone programs, such as a spreadsheet, word processor, or a communications
program. At any time thereafter, you can invoke Fast Runner [TM] by
entering 'F1'. Once invoked, your Fast Runner [TM] menu will present you
with 20 options. Selecting any one of them will cause program to open a
500KB 'window', run your program, and then return to the point where you
originally invoked Fast Runner [TM].
As your external programs are run through the Fast Runner [TM] menu, you
will observe no degradation in their performance.
Through IN-CONTROL [TM], another program integrated into Your Collector
[TM], you can effectively track all debtor information. IN-CONTROL [TM]
always gives you clear and quick access to ALL historical information of
payments received, services rendered, and letters created by Your Collector
[TM].
Your Collector [TM] is happily free of the veneer and jargon of accounting
that afflicts and weakens so many other business programs, and will run in
even the simplest of XT-class computers, with 640 kb system memory and DOS
2.0.
Overview:
Your Collector [TM] has evolved over the last five years with the awareness
that many small and medium size businesses are having a hard time getting
an administrative grip on receivables.
For every one company that turns to a collection agency, at least another
ten are reluctant to do so, many fearing that such a step will antagonize
their customers. Most managers and entrepreneurs know the conceptual
magnitude of this problem, but do not know administratively how to resolve
it.
Your Collector [TM] keeps track of all services rendered, payments
received, and the difference between the two: net owed. The objective of
Your Collector [TM] is to reduce 'net owed' through a steady stream of
your letters and, when indicated through your 'escalation criteria', phone
calls or legal action.
Your Collector [TM] tracks up to one billion debtors, one billion services
rendered, or one billion payments received. Menu driven and self-running,
Your Collector [TM] will merge, print, and update its files unattended. It
creates these reports: aging, escalation, de-esclation, callback, and
pending.
Your Collector [TM] stores your letters in the Library of Letters. Each
letter is entered once and only once into this Library. You can type these
letters into the program or import from another source, such as a floppy
disk or another subdirectory. Each letter can be up to 15,000 characters
long. Within this Library, you can enter up to 99,999,999 different
letters.
Independent of the Library of Letters is the definition of 'streams'.
Each 'stream' can access any letter or combination of letters. Any one
letter, in turn, can appear in any number of 'streams'.
Within any one 'stream,' you can have up to 99,999,999 letters in the
sequence of letters. Within the file that contains the definitions of
'streams,' you can create up to 99,999,999 different streams.
Your Collector [TM] merges and prints these letters without any further
human intervention once you establish the pattern of letters each debtor is
to receive.
Your Collector [TM] comes bundled with an internal receivables file. If
you currently have an accounts receivable program, then Your Collector [TM]
will operate as a powerful adjunct to it through an ASCII import feature
that links the two together.
Key steps in this tutorial/overview
for Your Collector [TM]:
Step one:
==== Type or import your letter into the Library of Letters ====
Step two:
==== Enter the 'Stream' defining outgoing pattern of letters ====
Step three:
==== Create debtor file, with amount owed/checks received ====
[examples follow]
Step one:
==== Type or import your letter into the Library of Letters ====
In the Library of Letters, each letter you enter has its own description,
number, and content. You can have up to 99,999,999 different letters.
Once entered into this Library, you can leave a 75 character description of
each letter that becomes permanently attached to it for later viewing and
recall.
Step two:
==== Enter the 'Stream' defining outgoing pattern of letters ====
When you define a 'stream' of letters, you establish what letters from the
Library of Letters go out and in what order. You also assign the interval,
in days, between each letter. You can create up to 99,999,999 different
'streams. Each 'stream' in turn can draw from up to 99,999,999 unique
letters in the Library of Letters.
Each record in the 'Stream' definitions file consists of four entries:
NUMBER = The 'Stream' number
SEQUENCE = Within one 'Stream' the order of the outgoing letter.
LETTER = The follow-up letter you defined in 'Library of Letters'
DTNL = 'Days to next letter,' means days between letters
[if '0' entered for DTNL, then 'stream' has no more letters]
The LETTER is the number of the letter that you have created in the Library
of Letters file. DTNL is the 'Days to next letter' definition that tells
Your Collector [TM] how long to wait before sending the next letter in the
stream. If you enter a zero for DTNL, then the program assumes that this
is the last letter in the stream.
Observe that Your Collector [TM] assigns the SEQUENCE number based on your
input of matched pairs of LETTER/DTNL values.
Also, when you enter a letter in this selection, the program will verify
that this letter is in the Library of Letters. If not, then all current
entries into the Library will be displayed to you, after which you will be
prompted for another letter selection. The letter must exist in the
Library before this option will accept it from you.
Step three:
==== Create debtor file, with amount owed/checks received ====
Your Collector [TM] comes bundled with an internal receivables file, IN-
CONTROL [TM], accessible through option 1 on the Master Menu of the
program.
If you wish to import a large customer file from another source, with the
current amount owed, then go the Main Program Menu for IN-CONTROL [TM] and
observe this selection:
B) Import or Output data
After you have entered selection B, you will branch to the Menu to Import
or Output data. Look at selection 9 and read the Help screen for this
option:
9) 13 field ASCII import
To establish the records in the Debtor file in IN-CONTROL [TM] manually,
read tutorials one through six in "PROGRAM.DOC", the 60 page tutorial that
comes with IN-CONTROL [TM]. If you wish to print this file, go the Main
Program Menu for IN-CONTROL [TM] and select option 5, Other Options. In
the Other Options Menu, observe option 8:
8) View or print
Once you have select 8, you will see these selections:
'0' to view the most recent VIEW.TXT file
'1' to print out the most recent VIEW.TXT file
'2' to view PROGRAM.DOC [tutorial for program]
'3' to print PROGRAM.DOC
'4' to view PROGRAM.REF [reference guide for program]
'5' to print PROGRAM.REF
'6' to view COLLECT [reference guide for Your Collector [TM]
'7' to print COLLECT
In any case, here are the tutorials in "PROGRAM.DOC":
Tutorial 1: Creating 1 new record in the Debtor File..................1
Tutorial 2: Adding 2 records into the Activity File...................8
Tutorial 3: Creating expense reports from those 2 activities.........19
Tutorial 4: Creating appointment schedules...........................25
Tutorial 5: Search through data......................................33
Tutorial 6: 'Layer-in' concept.......................................43
The tutorials describe the process of adding records into the activity file
from the Activity file menu, Add screen, and will help you in understanding
the flow of logic in the program. Over time, however, some new functions
have been added into the program that make access into the activity file
much more streamlined.
From the Debtor file, Get option, you will observe these 3 functions:
S for search
F6 for Act Now
F7 for Flash Report
The 'S' option gives you the ability to look at the Debtor file in any one
of six 'views' or search criteria:
"1) Search by Company Name"
"2) Search by First Name"
"3) Search by Last Name"
"4) Search by Phone Number"
"5) View or search by Zip Code"
"6) View or search by Category"
Once you select your 'view,' then all records are stacked or ordered in
that sequence. If, for example, you select the last name 'view', then
after you search and locate one record, all records before and after that
one will be ordered alphabetically by last name.
After you have identified and isolated your single record in the Debtor
file using this 'S' option, then enter the 'F7' function key. In a few
seconds Flash Report will appear and will display to you all associated
activity records for the person. The most recent activity will appear
first. If, for example, you have entered 50 activities for that person
over the last three years, then you will be looking at all of those
activities, and can scroll up or down to see the entire listing of comments
that you had entered at the time you originally created the activity.
At that point, you enter function key 'F6' for Act Now, or Activity Now.
This single function key sets up a blank record in the activity file,
partly filled out with that person's information but waiting on you for any
comment specific to that activity as well as any future commitment date.
On the bottom of each activity record, you will observe this field:
Revenue/Expense from this activity: 0.00 [- to deduct]
If you wish to create a record for services rendered, then you would enter
that phrase and any other descriptive text in the respective activity
comment, followed by the amount owed into Revenue/Expense field.
As you receive checks, you would continue this process by repeatedly
pushing [F6] or Act Now on the Debtor file, Get screen.
The process to record checks is similar to creating records for services
rendered, with one exception. Each check you receive requires a negative
sign in front of it when entered into the activity file. If, for example,
you receive a check for $150 dollars, then you would make this entry into
the Revenue/Expense field:
Revenue/Expense from this activity: -150.00 [- to deduct]
The negative sign forces Your Collector [TM] to subtract these negative
entries from any positive ones you have entered earlier into the activity
file, as would occur for services rendered.
The following records in the test data of the Debtor file have a history of
services rendered and checks received:
Company name: Percentage paid:
Accounting & Tax Service 47
Micro Distribution Center 62
North American Investment Corp. 18
The 'Percentage paid' information is excerpted from the Payment Detail
File.
As an example, please go to the 'Accounting & Tax Service' record in the
Debtor file. On the top of that record, you will observe this command:
[Enter F5 for Payment Detail File/F10 for Debtor Detail File]
After you enter [F5], you will then branch to this Payment Detail File
Menu:
================== Debtor and Activity Tracking System ===============
Payment Detail File Menu
-------------------
----------------------------------------------------------
| Wednesday, June 5, 1991 |
----------------------------------------------------------
| 1) View |
| |
| |
| 2) Memo |
| |
| |
| 3) Edit |
| |
| |
| 4) Definitions |
| |
| R) to Return |
----------------------------------------------------------
From option 1, you can view all 12 of the fields of the Payment Detail
File. Option 4 will display a field-by-field definition of this file.
After you select option 1, you scroll across this file by using the Left
and Right arrows. While option 1 will give you a complete view of the
Payment Detail File, selection 3 establishes a selective edit of only those
fields that are relevant for editing. Option 2, the Memo for Payment
Detail File, will retain a permanent record of this debtor.
The program creates this memo and adds to it every time you make an entry
into the activity file or automatically send letters. This permanent memo
exists for your use as an audit trail.
Here is the memo from the test data for 'Accounting & Tax Service':
---------------------------------------------------------------------------
== Activity on Friday, April 18, 1986: == |
Positive entry made: $ 1700.00 |
|
[Gross Owed: $ 1700.00; Gross Paid:0.00; Net Owed:1700.00]
Sold our excess office furniture to John. He has promised to pay this in
full within 60 days.
== Activity on Sunday, May 25, 1986: ==
Negative entry made: $ -300.00
[Gross Owed: $ 1700.00; Gross Paid:300.00; Net Owed:1400.00]
Received check #154666, dated '5-20-86', marked 'in partial payment for
office furniture.
== Activity on Monday, June 30, 1986: ==
Negative entry made: $ -500.00
[Gross Owed: $ 1700.00; Gross Paid:800.00; Net Owed:900.00] |
|
received cashiers check by mail, #234322-A, dated '06-21-86' |
--------------------------------------------------------------------------
