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Text File  |  1991-07-14  |  7KB  |  181 lines
  1.                                  Overview:
  2.  
  3.  
  4. Yo⌡á caε summarizσ al∞ revenue/expense≤ yo⌡ havσ incurreΣ fo≥ an∙ perioΣ oµ ì
  5. time¼ fo≥ an∙ categor∙ oµ prospects¼ o≥ fo≥ an∙ individua∞ prospect«    
  6.  
  7. Thi≤á screeε summarize≤ thσ revenue/expenses¼á bu⌠ thσ Activit∙ filσ i≤ thσ ì
  8. origina∞ sourcσ oµ entr∙ fo≥ thσ individua∞ revenue/expenses.
  9.  
  10.  
  11.                   Original entry into the activity file:
  12.  
  13. Wheneve≥á yo⌡ makσ aε entr∙ int∩ thσ Activit∙ file¼á yo⌡ wil∞ seσ thi≤ iteφ ì
  14. oε thσ screen:
  15.  
  16.                     "REVENUE/EXPENSE FROM THIS ACTIVITY:" 
  17.  
  18. Iµ yo⌡ havσ an∙ revenue/expensσ associateΣ witΦ aε activity¼ theε ente≥ thσ ì
  19. amoun⌠ oε thσ screeε fo≥ tha⌠ activit∙ whilσ yo⌡ arσ iε thσ Activit∙á file«  ì
  20. Late≥á on¼á yo⌡á caε summarizσ al∞ oµ thσ revenue/expense≤ pe≥ prospec⌠á b∙ ì
  21. goinτ t∩ thσ REVENUE/EXPENS┼ SUMMAR┘ MENU¼á thσ screeε wherσ yo⌡á presentl∙ ì
  22. are« 
  23.  
  24.                                ==============
  25.                                |  OPTION 1: |
  26.                                ==============
  27.  
  28. Optioε ▒ i≤ t∩ changσ thσ star⌠ o≥ sto≡ datσ oµ thσ summary« I⌠ default≤ t∩ 
  29. thesσ dates:
  30.  
  31.    STAR╘ DAT┼ :'01/01/1901'
  32.    STO╨ DAT┼  :'12/12/2999'
  33.  
  34. Thi≤á mean≤ tha⌠ an∙ summarie≤ tha⌠ yo⌡ generatσ wil∞ bσ fo≥ ßá 2,09╕á yea≥ ì
  35. period« Let'≤ sa∙ tha⌠ yo⌡ woulΣ likσ t∩ examinσ revenue/expense≤ fo≥ ß tw∩ ì
  36. weeδá period¼á durinτ whicΦ yo⌡ werσ oε thσ roaΣ visitinτ ßá prospect«á  Iε ì
  37. tha⌠á case¼á g∩ t∩ optioε ▒ anΣ ente≥ thσ datσ oε whicΦ thσ tw∩ weeδ perioΣ ì
  38. begaε a≤ thσ STAR╘ date¼ anΣ thσ datσ oε whicΦ thσ tw∩ weeδ perioΣ endeΣ a≤ ì
  39. thσá EN─ date«á  No≈ you≥ report≤ anΣ summarizeΣ revenue/expensσ datßá wil∞ ì
  40. reflec⌠ jus⌠ tha⌠ tw∩ weeδ period.
  41.  
  42.  
  43.                                ==============
  44.                                |  OPTION 2: |
  45.                                ==============
  46.  
  47. Optioεá ▓á allow≤ yo⌡ t∩ choosσ thσ namσ oε whoφ thσ repor⌠ i≤á summarized«  ì
  48. Thi≤á optioεá default≤á t∩ ALL¼á whicΦ mean≤ tha⌠ al∞á prospect≤á wh∩á havσ ì
  49. revenue/expensσ item≤ representeΣ iε thσ Activit∙ filσ wil∞ bσá summarized« ì
  50. Let'≤á say¼á though¼á tha⌠ yo⌡ wisΦ t∩ summarizσ thosσ revenue/expense≤ fo≥ ì
  51. jus⌠ onσ prospec⌠ ove≥ somσ perioΣ oµ time«á  B∙ invokinτ thi≤ option¼á yo⌡ ì
  52. caε selec⌠ onσ specifiπ prospec⌠ oε whoφ yo⌡ wisΦ t∩ summarizσ data« 
  53.  
  54.  
  55.                                ==============è                               |  OPTION 3: |
  56.                                ==============
  57.  
  58.  
  59. Optioεá │á summarize≤á thosσ activit∙ record≤ tha⌠ mee⌠á thσá criterißá yo⌡ ì
  60. entereΣá iεá option≤á ▒á anΣ 2«á  Theε thσá prograφá take≤á thσá summarizeΣ ì
  61. revenue/expense≤ pe≥ prospec⌠ anΣ post≤ i⌠ permanentl∙ int∩ thesσ field≤ iε ì
  62. thσ Prospec⌠ file:
  63.  
  64.  
  65.  
  66.         'Date revenue/expenses last  summarized  :º  
  67.  
  68.         'Summary of revenue/expenses for this Prospect¼ all activities :'
  69.  
  70.  
  71. Thi≤ mean≤ tha⌠ an∙ timσ yo⌡ summarizσ revenue/expense≤ froφ thi≤ menu¼ yo⌡ ì
  72. caε g∩ bacδ t∩ thσ Prospec⌠ filσ anΣ examinσ thσ total≤ fo≥ eacΦá prospect«  ì
  73. Oµá course¼á yo⌡ caε prin⌠ ou⌠ thσ SUMMAR┘ REPORT¼á optioε 4¼á anΣ seσ wha⌠ ì
  74. thosσ summarie≤ were.
  75.  
  76.  
  77. Iε thi≤ selection¼ yo⌡ havσ thesσ choice≤ oµ record≤ froφ thσ activit∙ filσ ì
  78. t∩ include:
  79.  
  80. 1 = all records with either a positive or negative entry
  81.  
  82. 2 = include only records with a positive entry
  83.  
  84. 3 = include only records with a negative entry
  85.  
  86.  
  87.  
  88. Thσá inten⌠ oµ thesσ │ choice≤ i≤ t∩ allo≈ yo⌡ t∩ segregatσ eithe≥  revenuσ ì
  89. o≥ expensσ items¼ iµ desired¼ froφ thσ res⌠ oµ thσ records« 
  90.  
  91.  
  92. Afte≥á selectinτá froφá thosσ choices¼á yo⌡ caε theε invokσá thσá Selectioε ì
  93. Criteriß Menu«  Observσ thesσ options:
  94.  
  95.  
  96. ---------------------------------------------------------------------------
  97.          At this menu you can invoke the Selection Criteria Menu.          |
  98.                  [applies to records in the Activity file]                 |
  99.  
  100.  0 =  Bypass this selection, do not invoke the Selection Criteria Menu.
  101.                             [default]
  102.  
  103.  
  104.  1  = Invoke the Selection Criteria Menu.                                 |
  105.                                                                           |
  106. ---------------------------------------------------------------------------
  107.  
  108.  
  109. è
  110. Afte≥á havinτ madσ an∙ selection≤ a⌠ thσ Selectioε Criteriß Menu¼á iµá any¼ ì
  111. yo⌡ caε theε observe this logic:
  112.  
  113. ---------------------------------------------------------------------------
  114.                    Calculation of hourly rates, if any.                   |
  115.                                                                           |
  116. B∙ default¼ thσ prograφ assume≤ tha⌠ an∙ value≤ i⌠ pull≤ froφ eacΦ activit∙ ì
  117. recorΣá arσá completσá anΣá d∩ no⌠ requirσá an∙á furthe≥á processing«á  An∙ ì
  118. calculations¼ fo≥ example¼ oµ hourl∙ ratσ b∙ elapseΣ timσ havσ alread∙ beeε ì
  119. executeΣ b∙ thσ Billing≤ module¼á iµ invoked«  Iµ thσ Billinτ optioε i≤ no⌠ ì
  120. invokeΣ oε thσ Instal∞ menu¼á theε an∙ valuσ tha⌠ yo⌡ havσ entereΣ int∩ thσ ì
  121. bottoφ oµ aε activit∙ recorΣ i≤ assumeΣ t∩ bσ iε it≤ fina∞ form.
  122.  
  123. If¼á however¼á thσá valuσ yo⌡ havσ entereΣ i≤ ß preliminar∙á one¼á sucΦá a≤ ì
  124. hours¼ anΣ require≤ furthe≥ calculations¼ theε ente≥ 'Tº o≥ 'Yº here«  Oncσ ì
  125. s∩á selected¼á thi≤á optioε wil∞ assumσ tha⌠ yo⌡ havσ beeε enterinτá hourl∙ ì
  126. value≤ anΣ wil∞ theε multipl∙ thosσ number≤ time≤ aε hourl∙ rate.         |
  127.                                                                           |
  128. ---------------------------------------------------------------------------
  129.  
  130.  
  131.                                ==============
  132.                                |  OPTION 4: |
  133.                                ==============
  134.  
  135. Optioεá ┤ print≤ thσ SUMMAR┘ REPOR╘ fo≥ al∞ thesσ activitie≤ summarizeΣá iε ì
  136. Optioε 3«  
  137.  
  138. At this option, you have four choices:
  139.  
  140.  
  141.           0 =  No report, return to prior menu
  142.                             [default]
  143.  
  144.           1  = Report by company name
  145.  
  146.           2  = Report sorted by summarized value,
  147.                 in ascending order
  148.  
  149.           3  = Report sorted by summarized value,
  150.                 in descending order
  151.  
  152.  
  153.  
  154.                                ==============
  155.                                |  OPTION 5: |
  156.                                ==============
  157.  
  158.                                 Statements:
  159.  
  160.  
  161. Thσ Statement≤ selection has it own menu, thσ Statement≤ Men⌡.
  162.  
  163. Somσá oµá thσ selection≤ containeΣ withiε thi≤ functioεá arσá interrelated¼ ìèsucΦ a≤ choosinτ thσ start/sto≡ datσ oµ thσ summar∙ iε Revenue/Expensσ als∩ ì
  164. select≤ thσ samσ rangσ iε thσ Statements.
  165.  
  166. Thi≤ Men⌡ i≤ ß truσ accountinτ module¼ unlikσ thσ Proposal/Invoicσ section≤ ì
  167. iε thσ prograφ tha⌠ arσ worΣ processinτ  iε nature.
  168.  
  169. Option≤á ▒ anΣ ▓ withiε thσ Statement≤ Men⌡ wil∞ creatσ thσ statement≤á fo≥ ì
  170. yo⌡á afte≥á yo⌡ havσ defineΣ somσ defaul⌠ value≤ iε optioεá 3«á  The∙á dra≈ ì
  171. thei≥á financia∞ datß froφ thσ activit∙ records«á  The∙ wil∞ botΦ prin⌠ ou⌠ ì
  172. thσ samσ value≤ oε eacΦ statement¼á bu⌠ thσ Detai∞ Statemen⌠ wil∞ sho≈á yo⌡ ì
  173. thσ activitie≤ tha⌠ werσ summarizeΣ t∩ thσ statement«  
  174.  
  175. Remembe≥ tha⌠ thσ statement≤ modulσ wil∞ takσ al∞ positivσ values¼ adΣ theφ ì
  176. together¼á theεá subtrac⌠á an∙ negativσ one≤ i⌠ find≤ iε activit∙á records«  ì
  177. Thi≤á i≤ importan⌠ t∩ kno≈ iµ yo⌡ wan⌠ t∩ reflec⌠ payment≤ madσ agains⌠á aε ì
  178. account¼á a≤ witΦ ß CPA¼á o≥ iµ yo⌡ wan⌠ t∩ sho≈ payofµ histor∙á associateΣ ì
  179. witΦ ß debto≥ iε ß collection≤ system.
  180.  
  181.