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Text File  |  1993-06-17  |  3KB  |  84 lines
  1.                                  OVERVIEW:
  2.  
  3. Thσá Statement≤á Men⌡á i≤ accesseΣ froφ thσ Revenue/Expensσá Summar∙á Menu¼ ì
  4. optioε 5║á  Men⌡ fo≥ Statements«á  Somσ oµ thσ function≤ arσá interrelated¼ ì
  5. sucΦ a≤ choosinτ thσ start/sto≡ datσ oµ thσ summar∙ iε Revenue/Expensσ als∩ ì
  6. select≤ thσ samσ rangσ iε thσ Statements.
  7.  
  8. Thi≤ Men⌡ i≤ ß truσ accountinτ module¼ unlikσ thσ Proposal/Invoicσ section≤ ì
  9. iε thσ prograφ tha⌠ arσ worΣ processinτ  iε nature.
  10.  
  11. Option≤á ▒ anΣ ▓ wil∞ creatσ thσ statement≤ fo≥ yo⌡ afte≥ yo⌡ havσá defineΣ ì
  12. somσá defaul⌠ value≤ iε optioε 3«á  The∙ dra≈ thei≥ financia∞ datß froφ thσ ì
  13. activit∙á records«á  The∙á wil∞á botΦ prin⌠ ou⌠ thσá samσá value≤á oεá eacΦ ì
  14. statement¼á bu⌠ thσ Detai∞ Statemen⌠ wil∞ sho≈ yo⌡ thσ activitie≤ tha⌠ werσ ì
  15. summarizeΣ t∩ thσ statement«  
  16.  
  17. Remembe≥ tha⌠ thσ statement≤ modulσ wil∞ takσ al∞ positivσ values¼ adΣ theφ ì
  18. together¼á theεá subtrac⌠á an∙ negativσ one≤ i⌠ find≤ iε activit∙á records«  ì
  19. Thi≤á i≤ importan⌠ t∩ kno≈ iµ yo⌡ wan⌠ t∩ reflec⌠ payment≤ madσ agains⌠á aε ì
  20. account¼á a≤ witΦ ß CPA¼á o≥ iµ yo⌡ wan⌠ t∩ sho≈ payofµ histor∙á associateΣ ì
  21. witΦ ß debto≥ iε ß collection≤ system.
  22.  
  23.                                ==============
  24.                                |  OPTION 1: |
  25.                                ==============
  26.  
  27.                        1)  Create Summary Statements
  28.  
  29. Display≤áá ßá singlσá tota∞á fo≥á thosσá activitie≤á summarizeΣá t∩áá thei≥ ì
  30. correspondinτ recorΣ iε thσ Customer file«  
  31.  
  32.  
  33.  
  34.  
  35.                                ==============
  36.                                |  OPTION 2: |
  37.                                ==============
  38.  
  39.                        2)  Create Detail Statements
  40.  
  41. Show≤á thσá tota∞á fo≥ eacΦ recorΣ iε thσ Customer file¼á a≤á wel∞á a≤á thσ ì
  42. individua∞ activitie≤ tha⌠ makσ u≡ tha⌠ total«á  Optionally¼ yo⌡ caε selec⌠ ì
  43. ou⌠ thσ commen⌠ tha⌠ yo⌡ haΣ originall∙ entereΣ int∩ eacΦ activit∙ record.
  44.  
  45.  
  46.                                ==============
  47.                                |  OPTION 3: |
  48.                                ==============
  49.  
  50.                      3)  Create Format for Statements
  51.  
  52. Int∩á thi≤á optioεá arσá inputteΣ headinτá anΣá forma⌠á information«á
  53.  
  54.  
  55.                                ==============è                               |  OPTION 4: |
  56.                                ==============
  57.  
  58.                      4)  Select $ range of Statements:
  59.  
  60. Optioεáá ┤áá give≤áá yo⌡á thσá flexibilit∙á t∩á definσáá certaiεáá economiπ ì
  61. characteristic≤á oµ eacΦ statement«á  Specifically¼á yo⌡ woulΣ makσ onσá oµ ì
  62. thesσ threσ selections║ 
  63.  
  64.  
  65.                    0 = all statements printed.
  66. 1 = only statements selected that meet a minimum amount, no maximum.
  67. 2 = only statements selected that are between a minimum and a maximum value.
  68.  
  69. Thσá selection≤ abovσ refe≥ t∩ thσ summar∙ oµ thσ activitie≤ selected¼á no⌠ ì
  70. t∩á ßá valuσ o≥ chargσ iε an∙ onσ oµ them«á  You¼á oµá course¼á definσá thσ ì
  71. minimuφ o≥ maximuφ afte≥ havinτ madσ thσ appropriatσ selection.
  72.  
  73.                                ==============
  74.                                |  OPTION 5: |
  75.                                ==============
  76.  
  77.  
  78.                     5)  Selection criteria for Statements
  79.  
  80. Iµ yo⌡ usσ selectioε 5¼ theε thσ logiπ oµ thi≤ optioε applie≤ agains⌠ option≤ ì
  81. ▒ o≥ 2.
  82.  
  83.  
  84.