Customer File Additions

Customer File Additions is used to add name and address information for customers in Accounts Receivable. Each customer record must have a unique customer number. Duplicate customer numbers will not be accepted by the system.

The name field can be used for inquiry. For this reason, it is important that guidelines are established for the format of name field entry. For example, if you wish to inquire by last name, it is advisable that the name field be entered as follows:

DOE, JOHN A.E.

It should also be noted that the mixing of upper and lower case letters will greatly effect the order of alphabetic listings. It is advisable that you firmly establish guidelines on their usage (i.e. upper case only, first letter always upper case, etc.).

Customer #

Enter 1-10 alpha-numeric characters representing a unique customer number.

Customer Name

Enter up to 40 characters representing the customer name. The name should conform to user defined standards in order to present alphabetic listings which are meaningful.

Address 1

Enter up to 30 characters of address information.

Address 2

Enter up to 30 characters of address information.

Address 3

Enter up to 30 characters of address information.

Address 4

Enter up to 30 characters of address information.

Postal Code

Enter up to 10 characters of postal code data. In Canada the code should be entered as two sets of three characters separated by a space.

Phone Numbers

Enter up to 10 characters representing the customer's home telephone number. The field should be entered as a 3 character area code plus the 7 character exchange and number. Format characters such as '( )' for area code and '-' between exchange and number should not be entered.

Ext

Enter customer's telephone local. The system will accept a maximum of 5 digits.

Phone 2

Enter up to 10 characters representing the customer's/businesses alternative telephone number. The field should be entered as above.

Ext

Enter customer's telephone local. The system will accept a maximum of 5 digits.

Sort Code

Enter up to 10 characters representing a user defined sort sequence. This field is optionally used in the production of statements and reports.

Credit Limit

Enter the customers credit limit

NOTE: The credit limit field is an information only field.

Statements

Enter 'Y' if the customer is to receive statements.

Enter 'N' if customer is not to receive statements.

If Balance Over

If above prompt was answered 'Y', this prompt allows you to set a dollar limit under which no statements are produced for the customer (e.g. if 100.00 is entered, statements would not be produced unless the customer had an account balance equal to or greater than $100.01.)

This prompt will not appear if statement prompt was answered 'N'.

Notices

This option not available at this time.