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1989-04-17
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8KB
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273 lines
SERVICE ORIENTED
ACCOUNTS RECEIVABLES
SOAR
USERS GUIDE
April 17, 1989
Version 3.06
E.B. Croson
P.O. Box 1575
Ojai, CA 93023
(805) 646-1335
_________
| |
_____|___ | (tm)
---| | |-----------------
| ______|__ | Association of
| | |__| Shareware
|__| | Professionals
------| o |--------------------
| | | MEMBER
|____|____|
Copyright (C) 1989 by Eddie B. Croson. All Rights Reserved
except those expressly granted to the user by this document.
DISTRIBUTION NOTICE
SOAR is distributed by way of the "User Supported Software"
concept. If you use this program and find it of value you are
encouraged to become a registered owner. You may become a reg-
istered owner by filling out the registration form at the end
of this document and mailing it with a check for $59.00 to:
E.B. Croson or Business Automation Co.
438 Ave. De La Vereda P.O. Box 1575
Ojai, CA 93023 Ojai, CA 93023
(805) 646-7507 (805) 646-1335
When you become a registered owner you will receive the latest
program diskettes, a complete Users Manual, telephone support,
and notification of updates. The Users Manual is much more
comphrensive than this guide and fully describes all of the
capabilities of SOAR. The manual is over 100 pages long.
You are encouraged to copy and distribute SOAR with the
following restrictions:
1. SOAR must be distributed as a complete set. Do
not alter or erase any program files from the
distribution copies.
2. No Charge or Fee other than that necessary to
cover the cost of diskettes shall be made for
distributing SOAR.
3. Commercial sale of SOAR in any manner is pro-
hibited without the written permission of the
author, E.B. Croson.
DISCLAIMER
Although the author, Eddie B. Croson, has tried to make this
program error free, there is still the possibility of errors.
You are therefore using this program at your own risk. There
is no warranty of merchantability or fitness. The author is
not responsible for any losses incurred through the use of this
program.
TABLE OF CONTENTS
SECTION 1
INTRODUCTION 1
SECTION 2
A BIT ABOUT SOAR 3
2.1 System File 3
2.2 Customer Records 3
2.3 Summary Categories: 3
2.4 Transaction Categories 4
2.5 Charge or Payment Transactions 5
2.6 Transaction Interactions 6
SECTION 3
CREATING CATEGORIES 8
3.1 Selecting Summary Categories 8
3.1.1 Income Categories 8
3.1.2 Charge Categories 8
3.2 Transaction Categories 9
3.2.1 General Purpose Categories 9
3.2.2 Specific Transaction Categories 10
3.2.3 Miscellaneous Transaction Categories 11
3.2.4 Partitioning Transaction Categories 11
SECTION 4
GETTING STARTED 13
4.1 Some Conventions 13
4.2 SOAR Distribution Diskettes 13
4.3 Making Copies of SOAR 13
4.4 Installing SOAR For Your System 14
4.4.1 SOAR IN A Hard Disk System 14
4.4.2 SOAR IN A 360K Floppy Disk System 15
4.4.3 SOAR In A 1.2M Floppy Disk System 15
4.5 Setting Up The SOAR System File 16
4.5.1 Starting SOAR 17
SECTION 5
BUILDING A CUSTOMER FILE 20
5.1 Saving Your Customer Data 20
SECTION 6
ENTERING SUMMARY CATEGORIES 22
SECTION 7
BUILDING A TRANSACTION CATEGORY FILE 23
7.1 Adding A Block of Categories 23
7.2 Adding A Single Category 24
SECTION 8
EXPLORING SOAR 25
8.1 Saving Your Work 25
8.2 Entering Transactions 26
8.3 Posting Transactions 28
8.4 Applying Automatic Charges 29
8.5 Applying Late Charges 29
8.6 Preparing Bills 30
8.7 End of Period Processing 31
8.8 More Exploring 31
SECTION 9
PHASING SOAR INTO YOUR BUSINESS 32
9.1 Completing Your Data Files 33
9.2 Running Parallel 33
SECTION 10
HOW OFTEN TO USE SOAR 34
10.1 Daily 34
10.2 Monthly 34
10.3 Yearly 35
10.4 Final Note 35
SOAR REGISTRATION FORM 36
_________
| |
_____|___ | (tm)
---| | |-----------------
| ______|__ | Association of
| | |__| Shareware
|__| | Professionals
------| o |--------------------
| | | MEMBER
|____|____|
The program author, Eddie B. Croson, is an active member of the
Association of Shareware Professionals (ASP). ASP wants to make sure
that the shareware principle works for you. If you are unable to
resolve a Shareware related problem with an ASP member by contacting
the member directly, ASP may be able to help. The ASP Ombudsman can
help you resolve a dispute or problem with an ASP member, but does not
provide technical support for members' products. Please write to the
ASP Ombudsman at P.O. Box 5786, Bellevue, WA 98006 or send a
Compuserve message via easyplex to ASP Ombudsman 70007,3536.