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Text File  |  1989-01-03  |  4KB  |  86 lines
  1.  
  2.                   DOCUMENTATION FOR REVENUE/EXPENSE REPORTS:
  3.  
  4.  
  5.                                    OVERVIEW
  6.  
  7.  
  8.  
  9. Yo⌡á caεá summarizσ al∞ revenue/expense≤ yo⌡ havσ incurreΣ fo≥ an∙á perioΣá oµ ì
  10. time¼ fo≥ an∙ categor∙ oµ prospects¼ o≥ fo≥ an∙ individua∞ prospect«    
  11.  
  12. Thi≤á screeεá summarize≤ thσ revenue/expenses¼á bu⌠ thσ Activit∙ filσá i≤á thσ ì
  13. origina∞ sourcσ oµ entr∙ fo≥ thσ individua∞ revenue/expenses.
  14.  
  15.                       ORIGINA╠ ENTR┘ INT╧ ACTIVIT┘ FILE
  16.  
  17. Wheneve≥ yo⌡ makσ aε entr∙ int∩ thσ Activit∙ file¼á yo⌡ wil∞ seσ thi≤ iteφá oε ì
  18. thσ screen:
  19.  
  20.                     "REVENUE/EXPENSE FROM THIS ACTIVITY:" 
  21.  
  22. Iµá yo⌡ havσ an∙ revenue/expensσ associateΣ witΦ aε activity¼á theε ente≥á thσ ì
  23. amoun⌠á oεá thσ screeε fo≥ tha⌠ activit∙ whilσ yo⌡ arσ iε thσá Activit∙á file«  ì
  24. Late≥ on¼á yo⌡ caε summarizσ al∞ oµ thσ revenue/expense≤ pe≥ prospec⌠ b∙ goinτ ì
  25. t∩ thσ REVENUE/EXPENS┼ SUMMAR┘ MENU¼ thσ screeε wherσ yo⌡ presentl∙ are« 
  26.  
  27.                                ****OPTIONS*****
  28.  
  29.                                ==============
  30.                                |  OPTION 1: |
  31.                                ==============
  32.  
  33. Optioε ▒ i≤ t∩ changσ thσ star⌠ o≥ sto≡ datσ oµ thσ summary« I⌠ default≤ t∩ 
  34. thesσ dates:
  35.  
  36.    STAR╘ DAT┼ :'01/01/1901'
  37.    STO╨ DAT┼  :'12/12/2999'
  38.  
  39. Thi≤á mean≤á tha⌠á an∙ summarie≤ tha⌠ yo⌡ generatσ wil∞ bσ fo≥á ßá 2,09╕á yea≥ ì
  40. period«á Let'≤á sa∙ tha⌠ yo⌡ woulΣ likσ t∩ examinσ revenue/expense≤ fo≥ ßá tw∩ ì
  41. weeδ period¼á durinτ whicΦ yo⌡ werσ oε thσ roaΣ visitinτ ß prospect«á  Iε tha⌠ ì
  42. case¼á g∩ t∩ optioε ▒ anΣ ente≥ thσ datσ oε whicΦ thσ tw∩ weeδ perioΣ begaε a≤ ì
  43. thσá STAR╘á date¼á anΣ thσ datσ oε whicΦ thσ tw∩ weeδ perioΣ endeΣ a≤ thσá EN─ ì
  44. date«á  No≈ you≥ report≤ anΣ summarizeΣ revenue/expensσ datß wil∞ reflec⌠ jus⌠ ì
  45. tha⌠ tw∩ weeδ period.
  46.  
  47.  
  48.                                ==============
  49.                                |  OPTION 2: |
  50.                                ==============
  51.  
  52. Optioε ▓ allow≤ yo⌡ t∩ choosσ thσ namσ oε whoφ thσ repor⌠ i≤ summarized«  Thi≤ ì
  53. optioεáá default≤áá t∩á ALL¼áá whicΦá mean≤á tha⌠á al∞á prospect≤áá wh∩áá havσ ì
  54. revenue/expensσá item≤á representeΣ iε thσ Activit∙ filσ wil∞á bσá summarized« ì
  55. Let'≤ say¼á though¼ tha⌠ yo⌡ wisΦ t∩ summarizσ thosσ revenue/expense≤ fo≥ jus⌠ ì
  56. onσá prospec⌠á ove≥ somσ perioΣ oµ time«á  B∙ invokinτ thi≤á option¼á yo⌡á caε ì
  57. selec⌠ onσ specifiπ prospec⌠ oε whoφ yo⌡ wisΦ t∩ summarizσ data« 
  58.  
  59.  
  60.                                ==============
  61.                                |  OPTION 3: |
  62.                                ==============è
  63.  
  64. Optioε │ summarize≤ thosσ activit∙ record≤ tha⌠ mee⌠ thσ criteriß yo⌡á entereΣ ì
  65. iεá option≤ ▒ anΣ 2«á  Theε thσ prograφ take≤ thσ summarizeΣá revenue/expense≤ ì
  66. pe≥ prospec⌠ anΣ post≤ i⌠ permanentl∙ int∩ thesσ field≤ iε thσ Prospec⌠ file:
  67.  
  68.  
  69.  
  70.         'Date revenue/expenses last  summarized  :º    'Time of update :'
  71.         'Summary of revenue/expenses for this Prospect¼ all activities :'
  72.  
  73.  
  74. Thi≤á mean≤ tha⌠ an∙ timσ yo⌡ summarizσ revenue/expense≤ froφ thi≤á menu¼á yo⌡ ì
  75. caε g∩ bacδ t∩ thσ Prospec⌠ filσ anΣ examinσ thσ total≤ fo≥ eacΦ prospect«  Oµ ì
  76. course¼á yo⌡á caε prin⌠ ou⌠ thσ SUMMAR┘ REPORT¼á optioε 4¼á anΣ seσ wha⌠ thosσ ì
  77. summarie≤ were.
  78.  
  79.  
  80.                                ==============
  81.                                |  OPTION 4: |
  82.                                ==============
  83.  
  84. Optioεá ┤á print≤ thσ SUMMAR┘ REPOR╘ fo≥ al∞ thesσá activitie≤á summarizeΣá iε ì
  85. Optioε 3«  
  86.