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Monster Media 1993 #2
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INVOICE2.DOC
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1993-04-15
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An Alternate Strategy for creating Invoices or Proposals
from memos in the Activity file
ááá
Overview:
Wh∙ woulΣ yo⌡ usσ thi≤ strateg∙ wheε thσ regula≥ Hel≡ screeε oε thi≤ men⌡ ì
describe≤ ho≈ t∩ creatσ Proposal/Invoices┐ Thσ invoice≤ createΣ iε thi≤ ì
modulσ arσ iε thσ naturσ oµ quick¼ singlσ shee⌠ forms« I⌠ support≤ ß highl∙ ì
simplifieΣ forφ tha⌠ i≤ adequatσ fo≥ man∙ people« Oncσ yo⌡ creatσ tha⌠ ì
invoice¼ n∩ recorΣ i≤ retained.
Thi≤ alternatσ strategy¼ however¼ allow≤ yo⌡ t∩ creatσ invoice≤ o≥ proposal≤ ì
oµ mucΦ greate≥ flexibility¼ oµ you≥ owε design¼ anΣ oµ u≡ t∩ 15,00░ ì
character≤ iε length« Additionally¼ ß recorΣ i≤ maintaineΣ iε eacΦ activit∙ ì
recorΣ tha⌠ allow≤ yo⌡ t∩ late≥ retrievσ i⌠ o≥ t∩ searcΦ fo≥ ke∙ word≤ tha⌠ ì
appea≥ iε it≤ tex⌠ viß thσ SearcΦ ThrougΦ Datß Menu.
Usinτ thσ Memo≤ availablσ t∩ yo⌡ iε eacΦ activit∙ record¼ yo⌡ caε creatσ ì
printeΣ Invoice≤ o≥ Proposal≤ fo≥ thσ signature≤ oµ you≥ customers« Later¼ ì
yo⌡ caε recal∞ anΣ revie≈ an∙ Invoicσ o≥ Proposa∞ froφ thσ historica∞ ì
activit∙ records.
=╜ Procedure≤ ==
Usinτá you≥á worΣá processor¼á creatσ ß Invoicσ o≥ Proposa∞á Templatσá tha⌠ ì
contain≤á thσá skeletoεá oµ you≥ Invoicσ o≥á Proposal«á IncludeΣá iεá thi≤ ì
Templatσ shoulΣ bσ ß signaturσ blocδ fo≥ you≥ customer¼ iµ requireΣ iε you≥ ì
business«á Al∞ informatioε specifiπ t∩ tha⌠ activit∙ shoulΣ iε ß 'fill-in-ì
the-blanksº forma⌠ tha⌠ yo⌡ caε completσ late≥ oncσ yo⌡ creatσ thσ activit∙ ì
memo.
Oncσá complete¼á conver⌠ thi≤ Invoicσ o≥ Proposa∞ Templatσ t∩ aε ASCI╔ filσ ì
iµ i⌠ i≤ no⌠ alread∙ iε thi≤ format«
Movσá thσ Invoicσ o≥ Proposa∞ Templatσ int∩ you≥ subdirectory«á Let'≤á sa∙ ì
tha⌠ yo⌡ havσ assigneΣ thi≤ namσ t∩ it║á 'INVTMP'¼ fo≥ Invoicσ o≥ Proposa∞ ì
Template«á Wheε yo⌡ creatσ ß ne≈ Activit∙ record¼á g∩ t∩ thσ Mem∩ Option≤ ì
menu«
===Custoφ Mem∩ fo≥ Accountinτ ª Ta° Service==
Memo Options Menu
===============
==========================================================
| Tuesday, September 22, 1987 |
----------------------------------------------------------
| 1) Edit the existing memo or create a new one |
| 2) Output the memo to a text file |
| 3) Input a text file into this memo |
| [overwrite existing memo] |
| 4) Input an external text file into this memo |
| [append to existing memo] |
| 5) Set Left and Right Margins: |
| 5 75 |
| 6) Toggle Edit Screen Code Help [Now On ] |
| 7) Print options |
| 8) Create Quick Memo [TM] |è | |
| R) Return to Activity record |
==========================================================
Iε thσ Mem∩ Option≤ Menu¼ executσ optioε 8:
8⌐ Creatσ Quicδ Mem∩ [TM]«
Thσáá completσáá instruction≤áá fo≥áá thi≤áá featurσáá arσáá containeΣáá iε ì
'PROGRAM.DOC/PROGRAM.REFº in:
Appendi° K-III║
Quicδ Mem∩ [TM]
Afte≥ Quicδ Mem∩ [TM▌ i≤ successfull∙ created¼ observσ optioε 3║
ááá 3⌐ Inpu⌠ ß Tex⌠ filσ int∩ thi≤ memo.
Afte≥ yo⌡ selec⌠ thi≤ option¼ ente≥ 'INVTMPº a≤ thσ tex⌠ filσ tha⌠ yo⌡ wisΦ ì
t∩ Inpu⌠ int∩ thi≤ memo«á Oncσ thi≤ operatioε i≤ complete¼á observσ optioε ì
1:
1⌐ Edi⌠ thσ existinτ mem∩ o≥ creatσ ß ne≈ one
Selec⌠á thi≤ optioε anΣ yo⌡ wil∞ theε seσ you≥ Invoicσ o≥ Proposa∞ Templatσ ì
spreaΣ ou⌠ beforσ you« Usinτ thσ PgU≡ anΣ PgDε keys¼ navigatσ arounΣ thi≤ ì
mem∩ anΣ fil∞ iε thσ blank≤ oµ thi≤ Invoicσ o≥ Proposa∞ Templatσ unti∞á yo⌡ ì
arσ satisfieΣ tha⌠ i⌠ i≤ complete.
Oncσá thσ Invoicσ o≥ Proposa∞ Templatσ iε thi≤ mem∩ i≤ finished¼á exi⌠á thσ ì
mem∩á witΦ CONTROL-W«á Thesσ keystroke≤ wil∞ savσ thosσ addition≤ tha⌠ yo⌡ ì
havσ addeΣ t∩ thσ Invoicσ o≥ Proposa∞ Templatσ iε thi≤ specifiπ memo«
Afte≥á savinτ you≥ addition≤ t∩ thσ memo¼á observσ thi≤ optioε oε thσá Mem∩ ì
Option≤ Menu:
7) Print options
áááSelec⌠ optioε ╖ t∩ theε prin⌠ ou⌠ thi≤ completeΣ Invoicσ o≥ Proposal.