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Text File  |  1993-05-13  |  10KB  |  254 lines
  1.                              Other Procedures:
  2.  
  3.  
  4.                               ==============
  5.                               |  OPTION 1: |
  6.                               ==============
  7.  
  8. Thi≤  emergenc∙ procedurσ wil∞ deletσ ever∙ recorΣ iε thσ Lette≥ Detai∞ File¼ ì
  9. theε rebuilΣ anΣ resummarizσ al∞ relevan⌠ activit∙ record≤ t∩ i⌠ again.
  10.  
  11. I⌠ i≤ irreversiblσ anΣ shoulΣ no⌠ bσ attempteΣ unti∞ yo⌡ havσ backeΣ u≡ al∞ ì
  12. datß file≤ througΦ thσ 'BACKUPº procedure.
  13.  
  14. A≤ thi≤ procedurσ remove≤ al∞ record≤ froφ thσ Lette≥ Detai∞ Filσ anΣ ì
  15. resummarize≤ al∞ activit∙ records¼ i⌠ create≤ thi≤ messagσ iε thσ mem∩ fielΣ ì
  16. oµ eacΦ recorΣ iε thσ Lette≥ Detai∞ File¼ wherσ applicable:
  17.  
  18.  
  19.  ------------------------------------------------------------------------
  20.       == Automatic rebuilding\restoring of historical Activities ==      |
  21.            == performed on Friday, July 6, 1990: ==                      |
  22.       [all summary totals zeroed out; activities resummarized]
  23.                                                                          |
  24.                                                                          |
  25.  ------------------------------------------------------------------------
  26.  
  27.  
  28.  
  29.                               ==============
  30.                               |  OPTION 2: |
  31.                               ==============
  32.  
  33.  
  34. Thi≤ emergenc∙ procedurσ wil∞ deletσ onσ singlσ hiddeε systeφ recorΣ iε thσ ì
  35. Lette≥ Detai∞ File«  Sincσ thσ recorΣ coun⌠ wil∞ n∩ longe≥ agreσ witΦ thσ ì
  36. Prospec⌠ filσ i⌠ draw≤ from¼ thσ nex⌠ procedurσ wil∞ forcσ ß recorΣ b∙ recorΣ ì
  37. conciliatioε oµ thσ tw∩ files.
  38.  
  39.  
  40.  
  41.                               ==============
  42.                               |  OPTION 3: |
  43.                               ==============
  44.  
  45.                      "3)  Modify definition of 'Days'"
  46.  
  47. Wheε yo⌡ ente≥ ß valuσ fo≥ DTN╠ o≥ 'Day≤ t∩ Nex⌠ Letterº iε thσ definitioε ì
  48. fo≥ ß 'stream,º thσ prograφ theε draw≤ froφ thσ definitioε oµ 'Daysº t∩ ì
  49. sequencσ thσ letters«  B∙ defaul⌠ fivσ day≤ pe≥ weeδ arσ activateΣ iε thσ ì
  50. definitioε oµ 'Days.º  Yo⌡ could¼ however¼ changσ tha⌠ t∩ si° day≤ pe≥ weeδ ì
  51. o≥ four¼ dependinτ oε wha⌠ yo⌡ arσ tryinτ t∩ accomplisΦ anΣ ho≈ yo⌡ operatσ ì
  52. you≥ business.
  53.  
  54. Let'≤ sa∙ tha⌠ yo⌡ havσ assigneΣ ß DTN╠ oµ 2░ betweeε tw∩ letter≤ iε ß ì
  55. 'stream.º Iµ yo⌡ accep⌠ thσ defaul⌠ valuσ oµ fivσ day≤ pe≥ weeδ iε you≥ ìèdefinitioε oµ 'Days,º theε thσ prograφ wil∞ equatσ fou≥ calenda≥ week≤ t∩ ß ì
  56. DTN╠ oµ 20«  Iµ yo⌡ theε lowe≥ thσ definitioε oµ 'Daysº t∩ fou≥ day≤ ß week¼ ì
  57. theε ß DTN╠ oµ 2░ wil∞ takσ fivσ calenda≥ week≤ t∩ occur.
  58.  
  59.  
  60.                               ==============
  61.                               |  OPTION 4: |
  62.                               ==============
  63.  
  64.              "4)  Establish system-wide values: Stream assigned"
  65.  
  66.  
  67.  
  68. Thi≤ selectioε allow≤ yo⌡ t∩ ente≥ si° system-widσ values«  Thesσ values¼ iε ì
  69. turn¼ arσ theε inserteΣ int∩ thσ Lette≥ Detai∞ Filσ oµ ever∙ ne≈ recorΣ yo⌡ ì
  70. creatσ iε thσ Prospec⌠ file«  Notσ tha⌠ thosσ si° field≤ arσ identifieΣ witΦ ì
  71. ß '#º iε thσ fielΣ b∙ fielΣ definitioε oµ thσ Lette≥ Detai∞ Filσ tha⌠ ì
  72. follows.
  73.  
  74.  
  75.              FielΣ b∙ fielΣ definitioε oµ Letter Detai∞ File:
  76.  
  77. Observσ tha⌠ field≤ witΦ asterisk≤ '*º identif∙ thosσ tha⌠ thσ prograφ ì
  78. calculate≤ o≥ maintain≤ internall∙ anΣ automatically«  Field≤ markeΣ witΦ ß ì
  79. '#º arσ editablσ oε thσ Prospec⌠ Ge⌠ screen¼ selectioε F5¼ optioε 3.
  80.  
  81.  
  82. Field  Field Name  
  83.     1  PROSPECT    <== Company name, agrees with PROSPECT.DBF file
  84.     2  CATEGORY    <== Category # assigned, agrees with PROSPECT.DBF file
  85.  *  3  PERCENT_PD  <== Percent Paid= ((Gross Paid/Gross Owed) x 100)
  86.  *  4  GROSS_OWED  <== Gross Owed= summary of all positive activity entries
  87.  *  5  GROSS_PAID  <== Gross Paid= summary of all negative activity entries
  88.  *  6  NET_OWED    <== Net Owed= Gross owed - Gross Paid
  89.  #  7  STREAM      <== 'Stream' selected for this debtor
  90.  #  8  ESCALATE_1  <== Escalate value #1: used with Escalate value # 2. If
  91.                        both values are realized, then this debtor is 
  92.                        identified on Escalation Report.  Escalate value #1
  93.                        shows the number of days that must pass before this
  94.                        debtor is so remiss as to warrant escalation, such as 
  95.                        direct phone calls.                                     
  96.                  
  97.  #  9  ESCALATE_2  <== Escalate value #2: used with Escalate value # 1. If     
  98.                        both values are realized, then this debtor is           
  99.                        identified on Escalation Report.  Escalate value #2 
  100.                        shows the minimum Percent Paid that this debtor 
  101.                        must attain during the days allowed in Escalate 
  102.                        value #1.  
  103.    
  104.  
  105. #  10  DE_ESCALAT  <== De-escalation value.  Once this optional Percentage
  106.                        Paid is reached, all letters stop.
  107. #  11  DE_ESCAL    <== Logical field for de-escalation value.
  108.  
  109.  * 12  LTRS_SENT   <== numbers of letters that have been sent.è   13  ACTIVATED   <== is this feature activated or not?
  110.  * 14  STREAM_BGN  <== Date letters began from this 'stream'
  111.  * 15  SEQUENCE    <== Sequence of letter in current 'stream'
  112.  * 16  NEXT_LETTR  <== number of next letter in this 'stream'
  113.  * 17  NEXT_LTR    <== date  of next letter due in this 'stream'
  114.  * 18  NXLTR_DTNL  <== Days to Next Letter [DTNL] in this 'stream.'
  115.       Iµ zero¼átheε 'streamº i≤ finisheΣ anΣ STREAM_FI╬áse⌠át∩ True.
  116.  * 19  STREAM_FIN  <== if 'stream' is finished, set to True; else False.
  117.  * 20  DATE_LASTL  <== Date when last letter was sent
  118.  # 21  CROSSOVER   <== Crossover value, if any, as a percentage.  When this
  119.            value for Percent Paid is reached, crossover to second 'stream,'
  120.            then start over with the letters in that 'stream.'
  121.  # 22  CROSS_STRM  <== Crossover 'stream.'  When the crossover percentage
  122.               value is reached, crossover to this second 'stream' and
  123.               start over.
  124.    23  FIRST_ACT   <== First Activity record entered with a non-zero value
  125.                        in the revenue/expense field
  126.                        [if '01/01/1901', then none entered yet]
  127.  
  128.    24  MISC1   --------- 
  129.    25  MISC2            |
  130.    26  MISC3            |
  131.    27  MISC4            | 
  132.    28  MISC5            | ---->  MISC1 through MISC10 used internally.
  133.    29  MISC6            |
  134.    30  MISC7            |
  135.    31  MISC8            |
  136.    32  MISC9            |
  137.    33  MISC10   ---------
  138.    34  PROSPMEMO   <== Memo for Letter Detail File.  This program will
  139. automatically create an on-going trail of documentation for audit purposes 
  140. of all relevant transactions.
  141.  
  142.  
  143.  
  144.                               ==============
  145.                               |  OPTION 5: |
  146.                               ==============
  147.  
  148.  
  149.            "5)  Redefine system-wide values for Quick Memo [TM]"
  150.  
  151.  
  152.                                   Overview:
  153. Thσ firs⌠ timσ througΦ Quicδ Mem∩ [TM]¼ thσ prograφ wil∞ asδ yo⌡ fo≥ ì
  154. informatioε abou⌠ you≥ compan∙ anΣ fo≥ you≥ preference≤ oε fivσ option≤ ì
  155. withiε Quicδ Mem∩ [TM]«  
  156.  
  157. Thi≤ informatioε abou⌠ you≥ compan∙ i≤ theε centereΣ oε thσ to≡ oµ eacΦ cop∙ ì
  158. oµ Quicδ Mem∩ [TM]«  Thσ fivσ preference≤ o≥ 'switchesº tha⌠ determinσ thσ ì
  159. appearancσ oµ Quicδ Mem∩ [TM▌ are:
  160.  
  161.  
  162.  
  163.                                ==============è                               |  SWITCH 1: |
  164.                                ==============
  165.  
  166.  
  167.                   Choice of Salutation in Quick Memo [TM]
  168.  
  169.                    Let's say the person's name is JOHN DOE.
  170. Your choices are:
  171.  
  172.        1 = 'Dear John:'
  173.        2=  'Dear Mr. Doe:
  174.        3=  'Dear Mr. John Doe:'
  175.        4=  'John:'
  176.        5=  ''       <============= left blank
  177.  
  178.  
  179.                                ==============
  180.                                |  SWITCH 2: |
  181.                                ==============
  182.  
  183.  
  184.          Inclusion/Omission of Heading:
  185.  
  186. This feature creates its own heading, consisting of your company name
  187. and the date.  If you are using letterhead paper, you can elect to
  188. bypass the first 8 lines of your sheet of paper and begin with the date.
  189.  
  190.        1 = Include heading
  191.        2=  Omit heading
  192.  
  193.  
  194.                                ==============
  195.                                |  SWITCH 3: |
  196.                                ==============
  197.          Inclusion/Omission of 'Carbon Copy' information:
  198.  
  199. On the bottom of each Quick Memo [TM], the program creates 'Carbon Copy'
  200. or 'cc:' information.  You can elect to omit this feature.
  201.  
  202.        1 = Include 'Carbon Copy' data
  203.        2=  Omit 'Carbon Copy' data
  204.  
  205.  
  206.  
  207.  
  208.                                ==============
  209.                                |  SWITCH 4: |
  210.                                ==============
  211.  
  212.          Inclusion/Omission of 'Salutation' field:
  213.  
  214. Iµ turneΣ On¼ thσ prograφ place≤ thσ salutatioε namσ froφ thσ Prospec⌠ ì
  215. record¼ sucΦ a≤ 'Bill,º  int∩ thσ salutatioε fielΣ insteaΣ oµ thσ firs⌠ name¼ ì
  216. sucΦ a≤ 'William.
  217. èIµ turneΣ Off¼ onl∙ thσ firs⌠ namσ i≤ placeΣ int∩ thi≤ field.
  218.  
  219.        1 = Include 'Salutation' field
  220.        2=  Omit 'Salutation' field
  221. ááá              
  222. ááá              
  223.                                ==============
  224.                                |  SWITCH 5: |
  225.                                ==============
  226.  
  227.                      Placement of your header and date.
  228.  
  229. áááIµá yo⌡ ente≥ '1'¼á theε thσ prograφ wil∞ cente≥ you≥ compan∙á heading«  ì
  230. áááIµá yo⌡ placσ '2'¼á theε headinτ wil∞ bσ printeΣ block-style¼á witΦ thσ ì
  231. ááátex⌠ lef⌠ justified.
  232.  
  233.        1 = Center header
  234.        2=  Left-justify header
  235.  
  236.  
  237. ááá              
  238.                                ==============
  239.                                |  SWITCH 6: |
  240.                                ==============
  241.  
  242. Iµá switcΦá ▒ i≤ se⌠ t∩ betweeε ▒ anΣ 4¼á theε thi≤ selectioεá appear≤á anΣ ì
  243. offers the following option:
  244.  
  245.  
  246.        Choice of single character that follows Salutation:
  247.  
  248. The default is ":".   You can enter any single letter.  If left blank,
  249. then the program will drop the character altogether, such as:
  250.  
  251.                               John Doe
  252.  
  253.  
  254.