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Text File  |  1991-06-13  |  5KB  |  98 lines
  1.          An Alternate Strategy for creating Invoices or Proposals
  2.                       from memos in the Activity file 
  3. ááá  
  4.                                  Overview:
  5.  
  6. Wh∙á woulΣ yo⌡ usσ thi≤ strateg∙ wheε thσ regula≥ Hel≡ screeε oε thi≤á men⌡ ì
  7. describe≤ ho≈ t∩ creatσ Proposal/Invoices┐á   Thσ invoice≤ createΣ iεá thi≤ ì
  8. modulσ arσ iε thσ naturσ oµ quick¼ singlσ shee⌠ forms« I⌠ support≤ ß highl∙ ì
  9. simplifieΣá forφá tha⌠ i≤ adequatσ fo≥ man∙ people«á  Oncσ yo⌡ creatσá tha⌠ ì
  10. invoice¼ n∩ recorΣ i≤ retained.
  11.  
  12. Thi≤á alternatσá strategy¼á however¼á allow≤á yo⌡á t∩á creatσá invoice≤á o≥ ì
  13. proposal≤á oµ mucΦ greate≥ flexibility¼á oµ you≥ owε design¼á anΣ oµ u≡á t∩ ì
  14. 15,00░ character≤ iε length«á  Additionally¼ ß recorΣ i≤ maintaineΣ iε eacΦ ì
  15. activit∙á recorΣ tha⌠ allow≤ yo⌡ t∩ late≥ retrievσ i⌠ o≥ t∩ searcΦ fo≥á ke∙ ì
  16. word≤ tha⌠ appea≥ iε it≤ tex⌠ viß thσ SearcΦ ThrougΦ Datß Menu.
  17.  
  18. Usinτá thσ Memo≤ availablσ t∩ yo⌡ iε eacΦ activit∙ record¼á yo⌡ caεá creatσ ì
  19. printeΣ Invoice≤ o≥ Proposal≤ fo≥ thσ signature≤ oµ you≥ customers«á Later¼ ì
  20. yo⌡á caεá recal∞á anΣ revie≈ an∙ Invoicσ o≥ Proposa∞á froφá thσá historica∞ ì
  21. activit∙ records.
  22.  
  23.                               =╜ Procedure≤ ==
  24.  
  25. Usinτá you≥á worΣá processor¼á creatσ ß Invoicσ o≥ Proposa∞á Templatσá tha⌠ ì
  26. contain≤á thσá skeletoεá oµ you≥ Invoicσ o≥á Proposal«á  IncludeΣá iεá thi≤ ì
  27. Templatσ shoulΣ bσ ß signaturσ blocδ fo≥ you≥ customer¼ iµ requireΣ iε you≥ ì
  28. business«á  Al∞ informatioε specifiπ t∩ tha⌠ activit∙ shoulΣ iε ß 'fill-in-ì
  29. the-blanksº forma⌠ tha⌠ yo⌡ caε completσ late≥ oncσ yo⌡ creatσ thσ activit∙ ì
  30. memo.
  31.  
  32. Oncσá complete¼á conver⌠ thi≤ Invoicσ o≥ Proposa∞ Templatσ t∩ aε ASCI╔ filσ ì
  33. iµ i⌠ i≤ no⌠ alread∙ iε thi≤ format« 
  34.  
  35. Movσá thσá Invoicσ o≥ Proposa∞ Templatσ int∩á thσá \PROSPEC╘á subdirectory«  ì
  36. Let'≤ sa∙ tha⌠ yo⌡ havσ assigneΣ thi≤ namσ t∩ it║  'INVTMP'¼ fo≥ Invoicσ o≥ ì
  37. Proposa∞ Template«á   Wheε yo⌡ creatσ ß ne≈ Activit∙ record¼ g∩ t∩ thσ Mem∩ ì
  38. Option≤ menu«      
  39.                 ===Custoφ Mem∩ fo≥ Accountinτ ª Ta° Service==
  40.                                Memo Options Menu
  41.                                  ===============   
  42.             ==========================================================
  43.             |             Tuesday, September 22, 1987                |
  44.             ----------------------------------------------------------
  45.             |       1)  Edit the existing memo or create a new one   |
  46.             |       2)  Output the memo to a text file               |
  47.             |       3)  Input a text file into this memo             |
  48.             |              [overwrite existing memo]                 |
  49.             |       4)  Input an external text file into this memo   |
  50.             |              [append to existing memo]                 |
  51.             |       5)  Set Left and Right Margins:                  |
  52.             |                        5                75             |
  53.             |       6) Toggle Edit Screen Code Help [Now On ]        |
  54.             |       7)  Print options  [Printit v3.5 [TM]]           |
  55.             |       8)  Create Quick Memo [TM]                       |è            |                                                        |
  56.             |       R)  Return to Activity record                    |
  57.             ==========================================================
  58.  
  59.  
  60. Iε thσ Mem∩ Option≤ Menu¼ executσ optioε 8:
  61.  
  62.                          8⌐ Creatσ Quicδ Mem∩ [TM]« 
  63.  
  64. Thσáá completσáá instruction≤áá fo≥áá thi≤áá featurσáá arσáá containeΣáá iε ì
  65. 'SALESDOC/SALESREFº in:
  66.  
  67.                                Appendi° K-III║ 
  68.                                Quicδ Mem∩ [TM]
  69.  
  70.  
  71. Afte≥ Quicδ Mem∩ [TM▌ i≤ successfull∙ created¼ observσ optioε 3║ 
  72.  
  73.  
  74. ááá                    3⌐  Inpu⌠ ß Tex⌠ filσ int∩ thi≤ memo.
  75.  
  76. Afte≥ yo⌡ selec⌠ thi≤ option¼ ente≥ 'INVTMPº a≤ thσ tex⌠ filσ tha⌠ yo⌡ wisΦ ì
  77. t∩ Inpu⌠ int∩ thi≤ memo«á  Oncσ thi≤ operatioε i≤ complete¼á observσ optioε ì
  78. 1:
  79.  
  80.                1⌐  Edi⌠ thσ existinτ mem∩ o≥ creatσ ß ne≈ one
  81.  
  82. Selec⌠á thi≤ optioε anΣ yo⌡ wil∞ theε seσ you≥ Invoicσ o≥ Proposa∞ Templatσ ì
  83. spreaΣ ou⌠ beforσ you«   Usinτ thσ PgU≡ anΣ PgDε keys¼ navigatσ arounΣ thi≤ ì
  84. mem∩ anΣ fil∞ iε thσ blank≤ oµ thi≤ Invoicσ o≥ Proposa∞ Templatσ unti∞á yo⌡ ì
  85. arσ satisfieΣ tha⌠ i⌠ i≤ complete.
  86.  
  87. Oncσá thσ Invoicσ o≥ Proposa∞ Templatσ iε thi≤ mem∩ i≤ finished¼á exi⌠á thσ ì
  88. mem∩á witΦ CONTROL-W«á  Thesσ keystroke≤ wil∞ savσ thosσ addition≤ tha⌠ yo⌡ ì
  89. havσ addeΣ t∩ thσ Invoicσ o≥ Proposa∞ Templatσ iε thi≤ specifiπ memo« 
  90.  
  91.  
  92. Afte≥á savinτ you≥ addition≤ t∩ thσ memo¼á observσ thi≤ optioε oε thσá Mem∩ ì
  93. Option≤ Menu:
  94.  
  95.                               7)  Print options
  96.  
  97. áááSelec⌠ optioε ╖ t∩ theε prin⌠ ou⌠ thi≤ completeΣ Invoicσ o≥ Proposal.
  98.