Business Assistant/Business Assistant.iso/acctg/soar1/soar-1.doc

Text File | 1987-05-23 | 7KB | 266 lines

                                SERVICE ORIENTED
                              ACCOUNTS RECEIVABLES







                                      SOAR
                                  USERS GUIDE





                                  May 7, 1987
                                  Version 1.0











                                  E.B. Croson
                                 P.O. Box 1575
                                Ojai, CA  93023
                                 [phone]












          Copyright (C) 1987 by Eddie B. Croson.  All Rights Reserved
          except those expressly granted to the user by this document.













                              DISTRIBUTION NOTICE

        SOAR is distributed by way of the "User Supported Software"
        concept.  If you use this program and find it of value you are
        encouraged to become a registered owner.  You may become a reg-
        istered owner by filling out the registration form at the end
        of this document and mailing it with a check for $49.00 to:

                 E.B. Croson         or       Business Automation Co.
                 P.O. Box 1575                P.O. Box 1330
                 Ojai, CA  93023              Camarillo, CA  93011
                 [phone]               [phone]

        When you become a registered owner you will receive the latest
        program diskettes, a complete Users Manual, telephone support,
        and notification of updates.  The Users Manual is much more
        comphrensive than this guide and fully describes all of the
        capabilities of SOAR.

        You are encouraged to copy and distribute SOAR with the
        following restrictions:

                 1.  SOAR must be distributed as a complete set.  Do
                     not alter or erase any program files from the
                     distribution copies.

                 2.  No Charge or Fee other than that necessary to
                     cover the cost of diskettes shall be made for
                     distributing SOAR.

                 3.  Commercial sale of SOAR in any manner is pro-
                     hibited without the written permission of the
                     author, E.B. Croson.





                                   DISCLAIMER

        Although the author, Eddie B. Croson, has tried to make this
        program error free, there is still the possibility of errors.
        You are therefore using this program at your own risk.  There
        is no warranty of merchantability or fitness.  The author is
        not responsible for any losses incurred through the use of this
        program.



















                               TABLE OF CONTENTS


        SECTION 1
          INTRODUCTION                                        1

        SECTION 2
          A BIT ABOUT SOAR                                    3
            2.1 System File                                   3
            2.2 Customer Records                              3
            2.3 Summary Catagories:                           3
            2.4 Transaction Catagories                        4
            2.5 Charge or Payment Transactions                5
            2.6 Transaction Interactions                      6

        SECTION 3
          CREATING CATAGORIES                                 8
            3.1 Selecting Summary Catagories                  8
              3.1.1 Income Catagories                         8
              3.1.2 Charge Catagories                         8
            3.2 Transaction Catagories                        9
              3.2.1 General Purpose Catagories                9
              3.2.2 Specific Transaction Catagories          10
              3.2.3 Miscellaneous Transaction Catagories     11
            3.2.4 Partitioning Transaction Catagories        11

        SECTION 4
          GETTING STARTED                                    13
            4.1 Some Conventions                             13
            4.2 SOAR Distribution Diskettes                  13
            4.3 Making Copies of SOAR                        13
            4.4 Installing SOAR For Your System              14
              4.4.1 SOAR IN A Hard Disk System               14
              4.4.2 SOAR IN A 360K Floppy Disk System        15
            4.4.3 SOAR In A 1.2M Floppy Disk System          15
            4.5 Setting Up The SOAR System File              16
            4.5.1 Starting SOAR                              17

        SECTION 5
          BUILDING A CUSTOMER FILE                           20
            5.1 Customer ID                                  20
            5.2 Customer Address                             21
            5.3 Customer Tax Status                          21
            5.4 Customer Current Financial Status            21
            5.5 Customer Last Payment Data                   22
            5.6 Customer Monthly Finance Charge              22
            5.7 Saving Your Customer Data                    22

        SECTION 6
          ENTERING SUMMARY CATAGORIES                        24

        SECTION 7
          BUILDING A TRANSACTION CATAGORY FILE               25
            7.1 Adding A Block of Catagories                 25
            7.2 Adding A Single Catagory                     27













        SECTION 8
          EXPLORING SOAR                                     29
            8.1 Saving Your Work                             29
            8.2 Entering Transactions                        30
            8.3 Posting Transactions                         33
            8.4 Applying Automatic Charges                   34
            8.5 Applying Late Charges                        34
            8.6 Preparing Bills                              34
            8.7 End of Period Processing                     36
            8.8 More Exploring                               36

        SECTION 9
          PHASING SOAR INTO YOUR BUSINESS                    37
            9.1 Completing Your Data Files                   38
            9.2 Running Parallel                             38

        SECTION 10
          HOW OFTEN TO USE SOAR                              39
            10.1 Daily                                       39
            10.2 Monthly                                     39
            10.3 Yearly                                      40
            10.4 Final Note                                  40

        SOAR REGISTRATION FORM                               41