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  1.                         SBT [TM] Customer File Menu
  2.                                  Overview:
  3.  
  4. Thi≤á optioεá wil∞ creatσ record≤ iε thσ SB╘ [TM▌ Custome≥ Filσ forma⌠á anΣ ì
  5. theεá appenΣá theφá t∩ thσ SB╘ [TM▌ Custome≥ filσ iεá thσá \SB╘á drivσá anΣ ì
  6. subdirector∙ oµ you≥ choice.
  7.  
  8. Optionally¼á yo⌡ caε ß selec⌠ additiona∞ selectioε criteriß specifiπ t∩ SB╘ ì
  9. [TM].
  10.  
  11. Oncσá thσá ne≈á record≤ froφ thi≤ prograφ arσ appendeΣ int∩á thσá SB╘á [TM▌ ì
  12. Custome≥ file¼á yo⌡ mus⌠ reinde° thosσ file≤ withiε SB╘ [TM]«á  T∩ d∩ this¼ ì
  13. brinτá u≡ thσ Maiε Men⌡ oµ dInvoice/dStatement≤ [TM▌á III¼á v.6.20¼á selec⌠ ì
  14. optioε U║á Utilit∙ Menu«  A⌠ thσ Utilit∙ Menu¼ selec⌠ optioε 1║ Reinde° Al∞ ì
  15. Files.
  16.  
  17.  
  18.                                ==============
  19.                                |  OPTION 1: |
  20.                                ==============
  21.  
  22.                         1)  Output to Customer File
  23.                      [dInvoice/dStatements III v.6.20]
  24.  
  25.  
  26.      Fields created automatically in SBT [TM] file during conversion:
  27.            with fields from which data is drawn in PROSPECT.DBF   
  28.  
  29.  
  30.                           Structure of ARCUST.DBF
  31.  
  32. Structure for database: ARCUST        Corresponding fields in PROSPECT.DBF:
  33.  
  34. Field  Field Name  Type       Width  Dec
  35.     1  CUSTNO      Character      6      <==== created from PROSPECT field
  36.     2  COMPANY     Character     35      <==== from PROSPECT field
  37.     3  CONTACT     Character     20      <==== from FNAME + LNAME field
  38.     4  TITLE       Character     20  
  39.     5  ADDRESS1    Character     30      <==== from ADDRESS1 field
  40.     6  ADDRESS2    Character     30      <==== from ADDRESS2 field 
  41.     7  CITY        Character     20      <==== from CITY field
  42.     8  STATE       Character     10      <==== from STATE field
  43.     9  ZIP         Character     10      <==== from ZIP field
  44.    10  COUNTRY     Character     15       
  45.    11  PHONE       Character     20      <==== from PHONE_1 field
  46.    12  TERR        Character      2    
  47.    13  INDUST      Character      5
  48.    14  SALESMN     Character      2
  49.    15  SOURCE      Character      5
  50.    16  CODE        Character      2
  51.    17  TYPE        Character      8
  52.    18  PTERMS      Character     20
  53.    19  PDISC       Numeric        7      3
  54.    20  PDAYS       Numeric        3
  55.    21  PNET        Numeric        3è   22  SVC         Numeric        7      3
  56.    23  TAX         Numeric        7      3
  57.    24  DISC        Numeric        7      3
  58.    25  LDATE       Character      8
  59.    26  LASTPAY     Character      8
  60.    27  ENTERED     Character      8
  61.    28  LIMIT       Numeric        7
  62.    29  BALANCE     Numeric       12      2
  63.    30  PTDSLS      Numeric       12      2
  64.    31  YTDSLS      Numeric       12      2
  65.    32  ONORDER     Numeric       12      2
  66.    33  CREDIT      Numeric       12      2
  67.    34  LPYMT       Numeric       12      2
  68.    35  LSALE       Numeric       12      2
  69.    36  GLLINK      Character      3
  70.    37  COMMENT     Character     65      <==== from COMMENT1 + COMMENT2 field
  71.    38  HISTORY     Character      1
  72.    39  PRICECODE   Character      1
  73.    40  TAXCODE     Character      1
  74.    41  CURRENCY    Character      3
  75.    42  FLAGS       Character     10
  76.    43  CSTNUM1     Numeric        9
  77.    44  CSTNUM2     Numeric        9
  78.    45  SIGNATURE   Numeric        2
  79. ** Total **                     514
  80.  
  81.  
  82.  
  83.           Logic behind creation of CUSTNO field in SBT [TM] file:
  84.                              two step process
  85.  
  86.  
  87. Thσ prograφ firs⌠ look≤ t∩ seσ iµ yo⌡ havσ entereΣ thi≤ phrasσ int∩á eithe≥ ì
  88. COMMENT▒ o≥ COMMENT2║á  "CUSTNO='«á  Iµ thi≤ codσ i≤ present¼á theε thσ si° ì
  89. character≤á followinτ "CUSTNO=ó arσ placeΣ int∩ thσ correspondinτ SB╘á [TM▌ ì
  90. record.  
  91.      
  92. Secondly¼á thσá prograφá wil∞ creatσ ß fou≥ characte≥ codσ iεá CUSTN╧á tha⌠ ì
  93. adhere≤ t∩ thσ followinτ logic:
  94.  
  95. 1)  The fourth character will be a '1'
  96. 2⌐á Thσ firs⌠ threσ character≤ wil∞ bσ takeε froφ thσ firs⌠ lette≥ oµá eacΦ ì
  97. namσ froφ thσ compan∙ namσ o≥ PROSPEC╘ field.
  98. 3)  The following articles are dropped from the company name during step 2:
  99.  
  100.                        A AN IN OR & THE OF FOR WITH
  101.  
  102. 4⌐  Iµ thσ resultinτ word≤ iε thσ compan∙ namσ numbe≥ les≤ thaε 3¼ theε thσ ì
  103. remaininτ character≤ arσ takeε a≤ needeΣ froφ thσ las⌠ completσ worΣ iε thσ ì
  104. compan∙ name« 
  105.  
  106.                                  Examples:
  107.                           [taken from test data]
  108.        
  109.      CUSTNO     Company name:è 
  110.          ATS1   Accounting & Tax Service           
  111.          ADD1   Addmaster/Marchant                 
  112.          FDS1   Fourcolor Data Systems             
  113.          LLE1   Lolir Lectronics                   
  114.          MDC1   Micro Distribution Center          
  115.          NAI1   North American Investment Corp.    
  116.          PBO1   P.O. BOX                           
  117.          REV1   Rex Evilsizor                      
  118.          SEL1   Sabet Electronics                  
  119.          TCP1   Texas Commerce Plumbing            
  120.  
  121.  
  122.                                ==============
  123.                                |  OPTION 2: |
  124.                                ==============
  125.  
  126.           2) Additional selection criteria specific to SBT [TM]:
  127.  
  128.  
  129. A⌠ thi≤ menu¼á yo⌡ caε ente≥ value≤ whicΦ wil∞ bσ placeΣ iε al∞ record≤ no≈ ì
  130. beinτá outputteΣ t∩ thσ SB╘ [TM▌ custome≥ file«á  Thesσ arσ field≤ ove≥ anΣ ì
  131. beyonΣ thσ minima∞ field≤ beinτ createΣ iε eacΦ SB╘ [TM▌ custome≥ record.
  132.  
  133. These optional fields are:
  134.  
  135.  TERR                       GLLINK       
  136.  INDUST                     HISTORY      
  137.  SALESMN                    PRICECOD     
  138.  SOURCE                     TAXCODE      
  139.  CODE                       CURRENCY     
  140.  TYPE                       FLAGS        
  141.  PTERMS                     LIMIT   
  142.  
  143.  
  144.