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1991-10-25
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Your Collector [TM]
Collect your debts!
Intent:
Thσ inten⌠ oµ thi≤ uniquσ too∞ i≤ nothinτ les≤ thaε t∩ givσ yo⌡ ß strategiπ ì
advantagσá iε business«á You≥ Collecto≥ [TM▌ i≤ ß powerfu∞á administrativσ ì
extensioε t∩ thσ wa∙ yo⌡ work.
Morσá thaεá jus⌠ ß highl∙ focuseΣ applicatioε prograφ fo≥ busines≤á people¼ ì
You≥á Collecto≥ [TM▌ establishe≤ ß highe≥ leve∞ oµá softwarσá functionalit∙ ì
anΣá integratioεá anΣ create≤ ß financia∞ operatinτ environmen⌠ fo≥ yo⌡á iε ì
you≥ office.
ThrougΦá thσá Fas⌠á Runne≥á [TM▌ selection¼á yo⌡ caε ruεá u≡á t∩á 2░á othe≥ ì
applicatioε program≤ iε thσ background¼á eacΦ witΦ ß 500kΓ window¼á withou⌠ ì
eve≥ leavinτ You≥ Collecto≥ [TM]«
Thi≤á bundleΣá optioεá give≤á yo⌡á thσá functionalit∙á oµá ßá multi-taskinτ ì
environmen⌠á withou⌠ incurrinτ an∙ extrß expensσ o≥ havinτ an∙ headache≤ o≥ ì
hassle«á Man∙á multi-taskinτ o≥ windowing-likσ operatinτ system≤ wil∞á no⌠ ì
le⌠á yo⌡ ruε mos⌠ standarΣ DO╙ programs«á Amonτ thosσ program≤á tha⌠á wil∞ ì
run¼ yo⌡ caε experiencσ significan⌠ los≤ oµ performance.
WitΦ Fas⌠ Runne≥ [TM]¼ yo⌡ caε builΣ ß men⌡ witΦ u≡ t∩ 2░ oµ you≥ owε stanΣ ì
alonσ programs¼á sucΦ a≤ ß spreadsheet¼ worΣ processor¼ o≥ ß communication≤ ì
program«á A⌠á an∙á timσ thereafter¼á yo⌡ caε invokσ Fas⌠á Runne≥á [TM▌á b∙ ì
enterinτ 'F1'«á Oncσ invoked¼á you≥ Fas⌠ Runne≥ [TM▌ men⌡ wil∞ presen⌠ yo⌡ ì
witΦá 2░ options«á Selectinτ an∙ onσ oµ theφ wil∞ causσ prograφ t∩ opeεá ß ì
500K┬á 'window'¼á ruε you≥ program¼á anΣ theε returε t∩ thσ poin⌠ wherσ yo⌡ ì
originall∙ invokeΣ Fas⌠ Runne≥ [TM].
A≤á you≥ externa∞ program≤ arσ ruε througΦ thσ Fas⌠ Runne≥ [TM▌á menu¼á yo⌡ ì
wil∞ observσ n∩ degradatioε iε thei≥ performance.
ThrougΦá IN-CONTRO╠ [TM]¼á anothe≥ prograφ integrateΣ int∩á You≥á Collecto≥ ì
[TM]¼á yo⌡á caε effectivel∙ tracδ al∞ debto≥ information«á IN-CONTRO╠á [TM▌ ì
alway≤á give≤á yo⌡ clea≥ anΣ quicδ acces≤ t∩ AL╠ historica∞ informatioεá oµ ì
payment≤ received¼ service≤ rendered¼ anΣ letter≤ createΣ b∙ You≥ Collecto≥ ì
[TM]«
You≥ Collecto≥ [TM▌ i≤ happil∙ freσ oµ thσ venee≥ anΣ jargoε oµá accountinτ ì
tha⌠ afflict≤ anΣ weaken≤ s∩ man∙ othe≥ busines≤ programs¼á anΣ wil∞ ruε iε ì
eveε thσ simples⌠ oµ XT-clas≤ computers¼á witΦ 64░ kΓ systeφ memor∙ anΣ DO╙ ì
2.0.
Overview:
You≥ Collecto≥ [TM▌ ha≤ evolveΣ ove≥ thσ las⌠ fivσ year≤ witΦ thσ awarenes≤ ì
tha⌠á man∙ smal∞ anΣ mediuφ sizσ businesse≤ arσ havinτ ß harΣ timσá gettinτ ì
aε administrativσ gri≡ oε receivables« è
Fo≥á ever∙ onσ compan∙ tha⌠ turn≤ t∩ ß collectioε agency¼á a⌠ leas⌠ anothe≥ ì
teε arσ reluctan⌠ t∩ d∩ so¼á man∙ fearinτ tha⌠ sucΦ ß ste≡ wil∞á antagonizσ ì
thei≥á customers«á Mos⌠á manager≤á anΣ entrepreneur≤ kno≈á thσá conceptua∞ ì
magnitudσ oµ thi≤ problem¼ bu⌠ d∩ no⌠ kno≈ administrativel∙ ho≈ t∩ resolvσ ì
it.
You≥á Collecto≥á [TM▌á keep≤á tracδá oµá al∞á service≤á rendered¼á payment≤ ì
received¼á anΣ thσ differencσ betweeε thσ two║á ne⌠ owed« Thσ objectivσ oµ ì
You≥á Collecto≥á [TM▌ i≤ t∩ reducσ 'ne⌠ owedº througΦ ß stead∙á streaφá oµ ì
you≥ letter≤ and¼á wheε indicateΣ througΦ you≥ 'escalatioε criteria'¼ phonσ ì
call≤ o≥ lega∞ action«
You≥ Collecto≥ [TM▌ track≤ u≡ t∩ onσ billioε debtors¼á onσ billioε service≤ ì
rendered¼á o≥ onσ billioε payment≤ received« Men⌡ driveε anΣ self-running¼ ì
You≥ Collecto≥ [TM▌ wil∞ merge¼á print¼ anΣ updatσ it≤ file≤ unattended« I⌠ ì
create≤ thesσ reports║á aging¼á escalation¼á de-esclation¼á callback¼á anΣ ì
pending.
You≥á Collecto≥á [TM▌ store≤ you≥ letter≤ iε thσ Librar∙ oµá Letters«á EacΦ ì
lette≥ i≤ entereΣ oncσ anΣ onl∙ oncσ int∩ thi≤ Library« Yo⌡ caε typσ thesσ ì
letter≤á int∩ thσ prograφ o≥ impor⌠ froφ anothe≥ source¼á sucΦ a≤ ßá flopp∙ ì
disδ o≥ anothe≥ subdirectory«á EacΦ lette≥ caε bσ u≡ t∩ 15,00░ character≤ ì
long«á Withiεá thi≤á Library¼á yo⌡ caε ente≥ u≡á t∩á 99,999,99╣á differen⌠ ì
letters«
Independen⌠á oµá thσ Librar∙ oµ Letter≤ i≤ thσ definitioεá oµá 'streams'« ì
EacΦá 'streamºá caε acces≤ an∙ lette≥ o≥ combinatioε oµ letters«á An∙á onσ ì
letter¼ iε turn¼ caε appea≥ iε an∙ numbe≥ oµ 'streams'.
Withiεá an∙á onσá 'stream,º yo⌡ caε havσ u≡ t∩ 99,999,99╣á letter≤á iεá thσ ì
sequencσá oµá letters«á Withiε thσ filσ tha⌠ contain≤ thσá definition≤á oµ ì
'streams,º yo⌡ caε creatσ u≡ t∩ 99,999,99╣ differen⌠ streams.
You≥á Collecto≥á [TM▌ merge≤ anΣ print≤ thesσ letter≤ withou⌠á an∙á furthe≥ ì
humaε interventioε oncσ yo⌡ establisΦ thσ patterε oµ letter≤ eacΦ debto≥ i≤ ì
t∩ receive«
You≥á Collecto≥ [TM▌ come≤ bundleΣ witΦ aε interna∞ receivable≤á file«á Iµ ì
yo⌡ currentl∙ havσ aε account≤ receivablσ program¼ theε You≥ Collecto≥ [TM▌ ì
wil∞á operatσ a≤ ß powerfu∞ adjunc⌠ t∩ i⌠ througΦ aε ASCI╔á impor⌠á featurσ ì
tha⌠ link≤ thσ tw∩ together.
===================================================================
Key steps in this tutorial/overview
for You≥ Collecto≥ [TM▌:
Step one:è ==== Type or import your letter into the Library of Letters ====
Step two:
==== Enter the 'Stream' defining outgoing pattern of letters ====
Step three:
===╜ Creatσ debto≥ file¼ witΦáamoun⌠áowed/check≤ receiveΣ ====
[examples follow]
Step one:
==== Type or import your letter into the Library of Letters ====
Iεá thσ Librar∙ oµ Letters¼á eacΦ lette≥ yo⌡ ente≥ ha≤ it≤ owε description¼ ì
number¼á anΣá content«á Yo⌡ caε havσ u≡ t∩ 99,999,99╣á differen⌠á letters« ì
Oncσ entereΣ int∩ thi≤ Library¼ yo⌡ caε leavσ ß 7╡ characte≥ descriptioε oµ ì
eacΦá lette≥ tha⌠ become≤ permanentl∙ attacheΣ t∩ i⌠ fo≥ late≥ viewinτá anΣ ì
recall.
Step two:
==== Enter the 'Stream' defining outgoing pattern of letters ====
Wheε yo⌡ definσ ß 'streamº oµ letters¼á yo⌡ establisΦ wha⌠ letter≤ froφ thσ ì
Librar∙ oµ Letter≤ g∩ ou⌠ anΣ iε wha⌠ order« Yo⌡ als∩ assigε thσ interval¼ ì
iε days¼á betweeε eacΦ letter«á Yo⌡ caε creatσ u≡ t∩ 99,999,99╣ differen⌠ ì
'streams«á EacΦá 'streamºá iε turε caε dra≈ froφ u≡ t∩á 99,999,99╣á uniquσ ì
letter≤ iε thσ Librar∙ oµ Letters.
EacΦ recorΣ iε thσ 'Streamº definition≤ filσ consist≤ oµ fou≥ entries:
NUMBE╥ ╜ Thσ 'Streamº number
SEQUENC┼ ╜ Withiε onσ 'Streamº thσ orde≥ oµ thσ outgoinτ letter.èLETTE╥ ╜ Thσ follow-u≡ lette≥ yo⌡ defineΣ iε 'Librar∙ oµ Letters'
DTNL = 'Days to next letter,' means days between letters
[if '0' entered for DTNL, then 'stream' has no more letters]
Thσ LETTE╥ i≤ thσ numbe≥ oµ thσ lette≥ tha⌠ yo⌡ havσ createΣ iε thσ Librar∙ ì
oµ Letter≤ file«á DTN╠ i≤ thσ 'Day≤ t∩ nex⌠ letterº definitioε tha⌠á tell≤ ì
You≥á Collecto≥ [TM▌ ho≈ lonτ t∩ wai⌠ beforσ sendinτ thσ nex⌠ lette≥ iε thσ ì
stream«á Iµ yo⌡ ente≥ ß zer∩ fo≥ DTNL¼á theε thσ prograφ assume≤ tha⌠ thi≤ ì
i≤ thσ las⌠ lette≥ iε thσ stream.
Observσ tha⌠ You≥ Collecto≥ [TM▌ assign≤ thσ SEQUENC┼ numbe≥ baseΣ oεá you≥ ì
inpu⌠ oµ matcheΣ pair≤ oµ LETTER/DTN╠ values.
Also¼á wheεá yo⌡ ente≥ ß lette≥ iε thi≤ selection¼á thσ prograφ wil∞ verif∙ ì
tha⌠ thi≤ lette≥ i≤ iε thσ Librar∙ oµ Letters«á Iµ not¼á theε al∞ curren⌠ ì
entrie≤ int∩ thσ Librar∙ wil∞ bσ displayeΣ t∩ you¼ afte≥ whicΦ yo⌡ wil∞ bσ ì
prompteΣá fo≥á anothe≥á lette≥ selection«á Thσ lette≥ mus⌠á exis⌠á iεá thσ ì
Librar∙ beforσ thi≤ optioε wil∞ accep⌠ i⌠ froφ you.
Step three:
===╜ Creatσ debto≥ file¼ witΦáamoun⌠áowed/check≤ receiveΣ ====
You≥á Collecto≥ [TM▌ come≤ bundleΣ witΦ aε interna∞ receivable≤á file¼á IN-ì
CONTRO╠á [TM]¼á accessiblσá througΦá optioε ▒ oε thσá Maste≥á Men⌡á oµá thσ ì
program«
Iµ yo⌡ wisΦ t∩ impor⌠ ß largσ custome≥ filσ froφ anothe≥ source¼á witΦ thσ ì
curren⌠ amoun⌠ owed¼á theε g∩ thσ Maiε Prograφ Men⌡ fo≥ IN-CONTRO╠ [TM▌ anΣ ì
observσ thi≤ selection:
B⌐ Impor⌠ o≥ Outpu⌠ datß
Afte≥á yo⌡ havσ entereΣ selectioε B¼á yo⌡ wil∞ brancΦ t∩ thσ Men⌡ t∩ Impor⌠ ì
o≥á Outpu⌠á data«á Looδ a⌠ selectioε ╣ anΣ reaΣ thσ Hel≡ screeεá fo≥á thi≤ ì
option:
9⌐ 1│ fielΣ ASCI╔ impor⌠
T∩á establisΦá thσ record≤ iε thσ Debto≥ filσ iε IN-CONTRO╠ [TM▌á manually¼ ì
reaΣ tutorial≤ onσ througΦ si° iε "PROGRAM.DOC"¼á thσ 6░ pagσ tutoria∞ tha⌠ ì
come≤ witΦ IN-CONTRO╠ [TM]«á Iµ yo⌡ wisΦ t∩ prin⌠ thi≤ file¼á g∩ thσá Maiε ì
Prograφá Men⌡ fo≥ IN-CONTRO╠ [TM▌ anΣ selec⌠ optioε 5¼á Othe≥ Options«á Iε ì
thσ Othe≥ Option≤ Menu¼ observσ optioε 8:
8) View or print
Once you have select 8, you will see these selections:
'0' to view the most recent VIEW.TXT file
'1' to print out the most recent VIEW.TXT file
'2' to view PROGRAM.DOC [tutorial for program] è '3' to print PROGRAM.DOC
'4' to view PROGRAM.REF [reference guide for program]
'5' to print PROGRAM.REF
'6' to view COLLECT [reference guide for Your Collector [TM]
'7' to print COLLECT
In any case, here are the tutorials in "PROGRAM.DOC":
Tutorial 1: Creating 1 new record in the Debtor File..................1
Tutorial 2: Adding 2 records into the Activity File...................8
Tutorial 3: Creating expense reports from those 2 activities.........19
Tutorial 4: Creating appointment schedules...........................25
Tutorial 5: Search through data......................................33
Tutorial 6: 'Layer-in' concept.......................................43
Thσ tutorial≤ describσ thσ proces≤ oµ addinτ record≤ int∩ thσ activit∙ filσ ì
froφ thσ Activit∙ filσ menu¼ AdΣ screen¼ anΣ wil∞ hel≡ yo⌡ iε understandinτ ì
thσ flo≈ oµ logiπ iε thσ program«á Ove≥ time¼á however¼ somσ ne≈ function≤ ì
havσá beeε addeΣ int∩ thσ prograφ tha⌠ makσ acces≤ int∩ thσá activit∙á filσ ì
mucΦ morσ streamlined«
Froφ thσ Debto≥ file¼ Ge⌠ option¼ yo⌡ wil∞ observσ thesσ │ functions:
╙ fo≥ search
F╢ fo≥ Ac⌠ Now
F7 for Flash Report
Thσ 'Sº optioε give≤ yo⌡ thσ abilit∙ t∩ looδ a⌠ thσ Debto≥ filσ iε an∙á onσ ì
oµ si° 'viewsº o≥ searcΦ criteria:
"1⌐ SearcΦ b∙ Compan∙ Name"
"2⌐ SearcΦ b∙ Firs⌠ Name"
"3⌐ SearcΦ b∙ Las⌠ Name"
"4⌐ SearcΦ b∙ Phonσ Number"
"5⌐ Vie≈ o≥ searcΦ b∙ Zi≡ Code"
"6⌐ Vie≈ o≥ searcΦ b∙ Category"
Oncσá yo⌡á selec⌠ you≥ 'view,º theε al∞ record≤ arσ stackeΣ o≥á ordereΣá iε ì
tha⌠á sequence«á If¼á fo≥ example¼á yo⌡ selec⌠ thσ las⌠ namσ 'view'¼á theε ì
afte≥ yo⌡ searcΦ anΣ locatσ onσ record¼á al∞ record≤ beforσ anΣ afte≥á tha⌠ ì
onσ wil∞ bσ ordereΣ alphabeticall∙ b∙ las⌠ name.
Afte≥á yo⌡á havσ identifieΣ anΣ isolateΣ you≥ singlσ recorΣ iεá thσá Debto≥ ì
filσá usinτ thi≤ 'Sº option¼á theε ente≥ thσ 'F7º functioε key«á Iε ß fe≈ ì
second≤á FlasΦá Repor⌠ wil∞ appea≥ anΣ wil∞ displa∙ t∩ yo⌡á al∞á associateΣ ì
activit∙á record≤á fo≥ thσ person«á Thσ mos⌠ recen⌠ activit∙á wil∞á appea≥ ìèfirst«á If¼á fo≥ example¼ yo⌡ havσ entereΣ 5░ activitie≤ fo≥ tha⌠ persoε ì
ove≥á thσá las⌠á threσ years¼á theε yo⌡ wil∞ bσ lookinτá a⌠á al∞á oµá thosσ ì
activities¼ anΣ caε scrol∞ u≡ o≥ dowε t∩ seσ thσ entirσ listinτ oµ comment≤ ì
tha⌠ yo⌡ haΣ entereΣ a⌠ thσ timσ yo⌡ originall∙ createΣ thσ activity.
A⌠á tha⌠ point¼á yo⌡ ente≥ functioε ke∙ 'F6º fo≥ Ac⌠ Now¼á o≥ Activit∙ Now« ì
Thi≤á singlσá functioεá ke∙ set≤ u≡ ß blanδ recorΣ iεá thσá activit∙á file¼ ì
partl∙ filleΣ ou⌠ witΦ tha⌠ person'≤ informatioε bu⌠ waitinτ oε yo⌡ fo≥ an∙ ì
commen⌠ specifiπ t∩ tha⌠ activit∙ a≤ wel∞ a≤ an∙ futurσ commitmen⌠ date«
Oε thσ bottoφ oµ eacΦ activit∙ record¼ yo⌡ wil∞ observσ thi≤ field:
Revenue/Expense from this activity: 0.00 [- to deduct]
Iµ yo⌡ wisΦ t∩ creatσ ß recorΣ fo≥ service≤ rendered¼á theε yo⌡ woulΣ ente≥ ì
tha⌠á phrasσá anΣá an∙ othe≥ descriptivσ tex⌠ iεá thσá respectivσá activit∙ ì
comment¼ followeΣ b∙ thσ amoun⌠ oweΣ int∩ Revenue/Expensσ field«
A≤á yo⌡á receivσá checks¼á yo⌡ woulΣ continuσ thi≤á proces≤á b∙á repeatedl∙ ì
pushinτ [F6▌ o≥ Ac⌠ No≈ oε thσ Debto≥ file¼ Ge⌠ screen«
Thσá proces≤ t∩ recorΣ check≤ i≤ simila≥ t∩ creatinτ record≤á fo≥á service≤ ì
rendered¼á witΦ onσ exception«á EacΦ checδ yo⌡ receivσ require≤ ß negativσ ì
sigε iε fron⌠ oµ i⌠ wheε entereΣ int∩ thσ activit∙ file«á If¼ fo≥ example¼ ì
yo⌡á receivσ ß checδ fo≥ $15░ dollars¼á theε yo⌡ woulΣ makσ thi≤ entr∙ int∩ ì
thσ Revenue/Expensσ field:
Revenue/Expensσ froφ thi≤ activity║ -150.0░ [- t∩ deduct]
Thσá negativσá sigε force≤ You≥ Collecto≥ [TM▌ t∩ subtrac⌠á thesσá negativσ ì
entrie≤á froφ an∙ positivσ one≤ yo⌡ havσ entereΣ earlie≥ int∩ thσá activit∙ ì
file¼ a≤ woulΣ occu≥ fo≥ service≤ rendered.
Thσ followinτ record≤ iε thσ tes⌠ datß oµ thσ Debto≥ filσ havσ ß histor∙ oµ ì
service≤ rendereΣ anΣ check≤ received:
Company name: Percentage paid:
Accounting & Tax Service 47
Micro Distribution Center 62
North American Investment Corp. 18
Thσá 'Percentagσá paidº informatioε i≤ excerpteΣ froφá thσá Paymen⌠á Detai∞ ì
File.
A≤á aε example¼á pleasσ g∩ t∩ thσ 'Accountinτ ª Ta° Serviceº recorΣ iεá thσ ì
Debto≥ file« Oε thσ to≡ oµ tha⌠ record¼ yo⌡ wil∞ observσ thi≤ command:
[Ente≥ F╡ fo≥ Paymen⌠ Detai∞ File/F1░ fo≥ Debto≥ Detai∞ File▌
èAfte≥á yo⌡á ente≥ [F5]¼á yo⌡ wil∞ theε brancΦ t∩ thi≤ Paymen⌠á Detai∞á Filσ ì
Menu:
================== Debtor and Activity Tracking System ===============
Payment Detail File Menu
-------------------
----------------------------------------------------------
| Wednesday, June 5, 1991 |
----------------------------------------------------------
| 1) View |
| |
| |
| 2) Memo |
| |
| |
| 3) Edit |
| |
| |
| 4) Definitions |
| |
| R) to Return |
----------------------------------------------------------
Froφá optioεá 1¼á yo⌡ caε vie≈ al∞ 1▓ oµ thσ field≤ oµ thσá Paymen⌠á Detai∞ ì
File«á Optioεá ┤á wil∞ displa∙ ß field-by-fielΣ definitioε oµá thi≤á file« ì
Afte≥á yo⌡ selec⌠ optioε 1¼á yo⌡ scrol∞ acros≤ thi≤ filσ b∙ usinτ thσá Lef⌠ ì
anΣá Righ⌠á arrows«á Whilσ optioε ▒ wil∞ givσ yo⌡ ß completσ vie≈á oµá thσ ì
Paymen⌠ Detai∞ File¼ selectioε │ establishe≤ ß selectivσ edi⌠ oµ onl∙ thosσ ì
field≤á tha⌠á arσ relevan⌠ fo≥ editing«á Optioε 2¼á thσ Mem∩á fo≥á Paymen⌠ ì
Detai∞ File¼ wil∞ retaiε ß permanen⌠ recorΣ oµ thi≤ debtor«
Thσá prograφ create≤ thi≤ mem∩ anΣ add≤ t∩ i⌠ ever∙ timσ yo⌡ makσ aεá entr∙ ì
int∩ thσ activit∙ filσ o≥ automaticall∙ senΣ letters«á Thi≤ permanen⌠ mem∩ ì
exist≤ fo≥ you≥ usσ a≤ aε audi⌠ trail«
Herσ i≤ thσ mem∩ froφ thσ tes⌠ datß fo≥ 'Accountinτ ª Ta° Service':
---------------------------------------------------------------------------
== Activity on Friday, April 18, 1986: == |
Positive entry made: $ 1700.00 |
|
[Gross Owed: $ 1700.00; Gross Paid:0.00; Net Owed:1700.00]
Sold our excess office furniture to John. He has promised to pay this in
full within 60 days.
== Activity on Sunday, May 25, 1986: ==
Negative entry made: $ -300.00è
[Gross Owed: $ 1700.00; Gross Paid:300.00; Net Owed:1400.00]
Received check #154666, dated '5-20-86', marked 'in partial payment for
office furniture.
== Activity on Monday, June 30, 1986: ==
Negative entry made: $ -500.00
[Gross Owed: $ 1700.00; Gross Paid:800.00; Net Owed:900.00] |
|
received cashiers check by mail, #234322-A, dated '06-21-86' |
--------------------------------------------------------------------------