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PWRQUOTE.ARJ
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CUSTCFG.DOC
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1991-04-09
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HOW TO CHANGE CUSTOMER/VENDOR SETTINGS
To change customer/vendor settings:
(1) Perform an inquiry by entering 'I' in the Process Code field and pressing
Enter. When you first enter this screen from the Main Menu, the system
performs an automatic inquiry.
(2) Enter 'U' in the Process Code field and update the fields as needed. Press
Enter.
(3) Pick lists can be displayed for the following fields by positioning the
cursor in the field and pressing the F8 key:
(a) Statement Template
(b) Reminder Notice Template
(c) Letter Template
(4) Press Esc to exit this screen.
The following is a description of the fields:
(1) Charge Interest
This field contains 'Y' or 'N' and is the default value for this field on
the Customer screen. This field determines whether a customer is charged
interest on past due balances.
(2) Annual Finance Charge
This field contains the annual interest rate charged on past due accounts.
This rate divided by 12 is applied to past due balances each month/period.
(3) Minimum Finance Charge
This is the minimum finance charge.
(4) Credit Limit
This is the default value for this field on the Customer screen.
(5) Sales Tax
This is the default value for this field on the Customer and Vendor
screens.
(6) Terms
This is the default value for this field on the Customer and Vendor
screens. This field contains the terms of the invoice/purchase order.
(7) FOB
This is the default value for this field on the Customer and Vendor
screens. This field contains the free on board point.
(8) Ship Via
This is the default value for this field on the Customer and Vendor
screens. This field contains the method of shipment.
(9) Statement Template
This field contains the name of the template that is used when printing
customer statements.
(10) Reminder Notice Template
This field contains the name of the template that is used when printing
customer reminder notices.
(11) Letter Template
This field contains the name of the template that is used when creating
customer letters.