IdealWare Online Users ManualSP4-08 S/P MAINTENANCE |
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│07/23/08 D E M O C O M P A N Y │ │ PRO CARD ACCOUNT ENTRY │ │ │ │ ACCOUNT CODE ________ DELETED? │ │ CARDS │ │01 COMPANY NAME │ │02 DISPLAY DESC │ │03 ADDRESS LINE 1 │ │04 ADDRESS LINE 2 │ │05 CITY │ │06 PROVINCE │ │07 POSTAL CODE │ │08 TELEPHONE #1 │ │09 TELEPHONE #2 │ │10 FAX │ │11 CONTACT PERSON │ │12 PRICING EFFECT │ │13 PRICE LEVEL │ │ │ │ │ │ │ │ENTER ACCOUNT NUMBER OR '+' FOR NEXT AVAILABLE NUMBER. │ │F2=SCAN; F4=END │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
Enter account number to add, modify or delete.
To add a new account code see ADD A CODE. To modify or delete an existing code see MODIFY AN EXISTING CODE.
[F2] to display next account on file.
To scan remaining accounts, press [Enter] at the code display. This clears the ACCOUNT CODE field. Then press [F2] to display the next account on file.
[F4] to exit to menu.
[F5] to access A/R customer inquiry for selection.
See 25647 - CUSTOMER INQUIRY.
Example Pro Card Account Maintenance Screen display:
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│07/23/08 D E M O C O M P A N Y │ │ PRO CARD ACCOUNT ENTRY │ │ │ │ ACCOUNT CODE 00000001 DELETED? │ │ CARDS 1│ │01 COMPANY NAME ROTO ROOTER │ │02 DISPLAY DESC ROTO ROOTER │ │03 ADDRESS LINE 1 123 321 AVE │ │04 ADDRESS LINE 2 │ │05 CITY VANCOUVER │ │06 PROVINCE B.C. │ │07 POSTAL CODE V5K2A9 │ │08 TELEPHONE #1 (604) 298-9077 │ │09 TELEPHONE #2 ( ) - │ │10 FAX (604) 298-6377 │ │11 CONTACT PERSON BING HARTLEY │ │12 PRICING EFFECT │ │13 PRICE LEVEL 2 │ │ │ │ │ │ │ │ │ │** FIELD NUMBER TO MODIFY; CR TO CONTINUE: __ │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
ADD A CODE
If you enter an account code which is not defined the following prompt displays.
[Enter] or "+" to clear prompt.
The cursor returns to the ACCOUNT NUMBER field. If you displayed an existing account before pressing "+" to add a new account, the fields default to the values previously displayed. At the ACCOUNT NUMBER field:
"+" to a new account.
The next available sequential account number displays and the program will step you through each field (see FIELDS below). Once all fields have been entered, the following prompt displays:
[Enter] to accept and update.
[F2] to modify.
See MODIFY AN EXISTING CODE below.
[F4] to not add the code and return to ACCOUNT NUMBER field.
MODIFY AN EXISTING CODE
If you enter an existing account code the following prompt displays.
[Enter] to clear display and return to ACCOUNT NUMBER field.
Enter number of field to modify.
Once you have modified the field data (see FIELDS below) press [Enter] to return to this prompt where you can enter the number of additional fields to modify or press [Enter] again to end modifications.
[Enter] when modifications are complete.
[Enter] to accept changes and update.
The file is updated and you are returned to the ACCOUNT NUMBER field.
[F2] to make additional modifications.
You are returned to the FIELD NUMBER prompt above.
[F4] to cancel changes and return to ACCOUNT NUMBER field.
FIELDS
Enter pro card number to access.
[F5] to access A/R customer inquiry for selection.
"+" to add new card number.
Enter up to 40 character company name.
Enter display description.
The description entered here displays on pro cards issued for the account.
Enter address line 1.
Enter address line 2.
[Enter] to bypass.
Enter city.
Enter province.
Enter postal code.
Enter telephone number.
Enter telephone number.
[Enter] to bypass.
Enter fax number.
[Enter] to bypass.
Enter company contact person's name.
[Enter] to accept default current system date.
[F2] for 00/00/0000.
Enter operator password to change price level.
After entering your password, the system offers the remaining pricing levels for selection.
[F4] to accept Retail.
This field defaults to Retail.