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UTILITY.DOC
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1988-11-14
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SOAR UTILITIES
DROPCUST: Drop (delete) a customer from the SOAR master customer file. This
program allows you to delete a customer without regard to present balance,
etc. Copy the program into your SOAR directory and type: DROPCUST <ENTER>
Each customer will be displayed sequentially on the screen and you will be
asked whether or not to delete the customer. Answer Y or N and include the
ENTER key. You can have the program stop asking by entering an "x" or "X";
in this case the rest of the records will be copied as is to the new master
list. You may abort the program at any time by depressing the ESC key.
When you are done, the old customer file will have the name "CUSTOMER.OLD"
and the new file "CUSTOMER.MAS". Be sure you have a backup of your data
before running this program.
UNPOST: Once a transaction has been posted, it may not be edited or deleted.
UNPOST removes the posting flag from a transaction after it has been posted.
Summary Categories, the customer record, and the transaction category data
are restored to what they were before the transaction was posted. Note that
if the transaction being unposted is a payment (summary category less than
7) then the program does not know which balance to adjust. The scheme used
is to test the past due balance. If the past due balance is greater than
zero then it is increased by the amount of the payment. Otherwise, the
present balance is increased by the amount of the payment. If the payment
was exactly equal to the past due balance, then you will have to change
the figures manually via Customer Maintenance. Once a transaction has been
unposted, it can be deleted and a new transaction entered with correct data.
Load the program into your SOAR program directory and type: UNPOST <ENTER>
You must know the transaction number to be unposted. This can be obtained
through the Reports Menu (Transactions As Entered).