IdealWare Online Users Manual

AR4-01 A/R MAINTENANCE
30079 Business Categories

 

PURPOSE

 

The business category maintenance program allows you to create business categories which can in turm be assigned to specific customers using the cusmtomer master maintenance program. Each customer can be assigned one or more business categories. These categories allow you to print a report that lists all of the customers in a specified category. Access to the business category maintenance screen is controlled by a user's security profile.

 

Business Category Maintenance is accessed from:

  • A/R Maintenance menu 

 

PROCEDURE

 

When you select Business Category Code Maintenance at the Accounts Receivable Maintenance menu the A/R business category code maintenance screen displays.

 

CUSTOMER BUSINESS CATEGORIES DISPLAY

┌────────────────────────────────────────────────────────────────────────────────┐
│06/15/07                    D E M O   C O M P A N Y                             â”‚
│                                MAIN SYSTEM MENU                                â”‚
│                                                                                â”‚
│   CATEGORY CODE    __________                                                  â”‚
│                                                                                â”‚
│01 DESCRIPTION                                                                  â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│PRESS F2=SCAN; F4=END; F5=CUSTOMER BUSINESS CATEGORY CODES INQUIRY              â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
PRESS F2=SCAN; F4=END; F5=CUSTOMER BUSINESS CATEGORY CODES INQUIRY

 

Enter the business category code you wish to add, modify or delete.

 

To add a new code see ADD A CODE. To modify or delete an existing code see MODIFY AN EXISTING CODE.

 

 

[F2] to display next business category code on file.

 

[F4] to exit and return to the A/R maintenance menu.

 

[F5] to display A/R business category codes for selection.

 


ADD A CODE

 

If you enter a code which is not defined the following prompt displays.

 

** NOT ON FILE. DO YOU WANT TO ADD ? (CR=YES/F2=NO):

 

[Enter] to add a new code.

 

The program will step you through each field (see FIELDS below). Once all fields have been entered, the following prompt is displayed:

 

 

** OK TO UPDATE? (CR TO UPDATE; F2 TO MODIFY; F4 TO BYPASS):

 

[Enter] to accept and update.

 

[F2] to modify.

 

See MODIFY AN EXISTING CODE below.

 

 

[F4] to not add the code and return to CODE field.

 

[F2] to not add a new code.

 

You may enter a different NEW code, an existing code or press [F4] to exit.

 

 

 

MODIFY AN EXISTING CODE

 

If you enter an existing code the following prompt is displayed.

 

** ENTER 'M' TO MODIFY; 'D' TO DELETE; CR TO CONTINUE:

 

"M" to modify the code.

 

There is only one field and the cursor moves automatically to it where you may enter your changes. You are then prompted to confirm your modifications.

 

 

** OK TO UPDATE? (CR=UPDATE; F2=MODIFY; F4=BYPASS):

 

[Enter] to accept changes.

 

You are returned to the CATEGORY CODE field.

 

 

[F2] to modify the description.

 

You are returned to the DESCRIPTION field.

 

 

[F4] to cancel changes.

 

You are returned to the CATEGORY CODE field.

 

 

"D" to delete the code.

 

** DELETE THIS RECORD? (Y/N):

 

"Y" to delete the code.

 

"N" to not delete the code.

 

[F4] to clear the display.

 

You are returned to the CATEGORY CODE field.

 

 

 

Example Business Categories display:

┌────────────────────────────────────────────────────────────────────────────────┐
│06/15/07                    D E M O   C O M P A N Y                             â”‚
│                                MAIN SYSTEM MENU                                â”‚
│                                                                                â”‚
│   CATEGORY CODE    HOMEBUILD                                                   â”‚
│                                                                                â”‚
│01 DESCRIPTION      HOME BUILDER - DO IT YOURSELF                               â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│** ENTER 'M' TO MODIFY; 'D' TO DELETE; CR TO CONTINUE: _                        â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** ENTER 'M' TO MODIFY; 'D' TO DELETE; CR TO CONTINUE: _

 

 

FIELDS

 

01 DESCRIPTION

 

Enter the desired code description, up to 30 characters.