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EXPENSEA.DOC
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1987-07-27
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DOCUMENTATION FOR REVENUE/EXPENSE REPORTS:
OVERVIEW
Yo⌡á caεá summarizσ al∞ revenue/expense≤ yo⌡ havσ incurreΣ fo≥ an∙á perioΣá oµ ì
time¼ fo≥ an∙ categor∙ oµ service call, mechanic, or phyisical location.
Thi≤á screeεá summarize≤ thσ revenue/expenses¼á bu⌠ thσ Activit∙ filσá i≤á thσ ì
origina∞ sourcσ oµ entr∙ fo≥ thσ individua∞ revenue/expenses.
ORIGINA╠ ENTR┘ INT╧ ACTIVIT┘ FILE
Wheneve≥á yo⌡ makσ aε entr∙ int∩ thσ Activit∙ file¼á yo⌡ wil∞ seσ thi≤ iteφ oε ì
thσ screen:
"REVENUE/EXPENSE FROM THIS ACTIVITY:"
Iµá yo⌡ havσ an∙ revenue/expensσ associateΣ witΦ aε activity¼á theε ente≥á thσ ì
amoun⌠á oεá thσ screeε fo≥ tha⌠ activit∙ whilσ yo⌡ arσ iε thσá Activit∙á file« ì
Late≥á on¼á yo⌡á caε summarizσ al∞ oµ thσ revenue/expense≤ pe≥ recorΣá iεá thσ ì
Maste≥á Filσá b∙á goinτ t∩ thσ EXPENS┼ SUMMAR┘á MENU¼á thσá screeεá wherσá yo⌡ ì
presentl∙ are«
****OPTIONS*****
==============
| OPTION 1: |
==============
Optioε ▒ i≤ t∩ changσ thσ star⌠ o≥ sto≡ datσ oµ thσ summary« I⌠ default≤ t∩
thesσ dates:
STAR╘ DAT┼ :'01/01/1901'
STO╨ DAT┼ :'12/12/2999'
Thi≤á mean≤á tha⌠á an∙ summarie≤ tha⌠ yo⌡ generatσ wil∞ bσ fo≥á ßá 2,09╕á yea≥ ì
period«á Let'≤á sa∙ tha⌠ yo⌡ woulΣ likσ t∩ examinσ revenue/expense≤ fo≥ ßá tw∩ ì
weeδ period« Iε tha⌠ case¼ g∩ t∩ optioε ▒ anΣ ente≥ thσ datσ oε whicΦ thσ tw∩ ì
weeδ perioΣ begaε a≤ thσ STAR╘ date¼ anΣ thσ datσ oε whicΦ thσ tw∩ weeδ perioΣ ì
endeΣá a≤ thσ EN─ date«á No≈ you≥ report≤ anΣ summarizeΣ revenue/expensσ datß ì
wil∞ reflec⌠ jus⌠ tha⌠ tw∩ weeδ period.
==============
| OPTION 2: |
==============
Optioεá ▓á allow≤á yo⌡á t∩á choosσ thσá recorΣá froφá thσá Maste≥á Filσá beinτ ì
summarized«á Thi≤ optioε default≤ t∩ ALL¼ whicΦ mean≤ tha⌠ al∞ record≤ iε thσ ì
Maste≥á Filσ tha⌠ havσ revenue/expensσ item≤ representeΣ iε thσ Activit∙á filσ ì
wil∞á bσá summarized«á Let'≤ say¼á though¼á tha⌠ yo⌡ wisΦ t∩ summarizσá thosσ ì
revenue/expense≤á fo≥ jus⌠ onσ recorΣ ove≥ somσ perioΣ oµ time«á B∙á invokinτ ì
thi≤ option¼ yo⌡ caε selec⌠ onσ specifiπ recorΣ oε whicΦ t∩ summarizσ data«
==============
| OPTION 3: |
==============
è
Optioεá │ summarize≤ thosσ activit∙ record≤ tha⌠ mee⌠ thσ criteriß yo⌡ entereΣ ì
iεá option≤ ▒ anΣ 2«á Theε thσ prograφ take≤ thσ summarizeΣá revenue/expense≤ ì
anΣ post≤ theφ permanentl∙ int∩ thesσ field≤ iε thσ Maste≥ file:
'Date revenue/expenses last summarized :º 'Time of update :'
'Summary of revenue/expenses for this Prospect¼ all activities :'
Thi≤á mean≤ tha⌠ an∙ timσ yo⌡ summarizσ revenue/expense≤ froφ thi≤á menu¼á yo⌡ ì
caεá g∩ bacδ t∩ thσ Maste≥ Filσ anΣ examinσ thσ total≤ fo≥á eacΦá record«á Oµ ì
course¼á yo⌡á caε prin⌠ ou⌠ thσ SUMMAR┘ REPORT¼á optioε 4¼á anΣ seσ wha⌠ thosσ ì
summarie≤ were.
==============
| OPTION 4: |
==============
Optioεá ┤á print≤ thσ SUMMAR┘ REPOR╘ fo≥ al∞ thesσá activitie≤á summarizeΣá iε ì
Optioε 3«