IdealWare Online Users Manual

AR4-06 A/R MAINTENANCE
25653 Customer Sales Group

 

PURPOSE

 

The customer sales group maintenance program is used to add, modify and delete customer sales groups. A customer sales group is simply a handy way to identify groups of customers in similar industries, similar regions, etc. A sales group is referenced for each customer.

 

Up to 2 digit alpha/numeric code is assigned to identify each sales group. This code is later referenced on the customer master file. Various reports print information by customer sales group codes.

 

Customer Sales Group Maintenance is accessed from:

  • A/R Maintenance menu

 

PROCEDURE

 

When you select Customer Sales Group Maintenance at the Accounts Receivable Maintenance menu you are taken to the A/R customer sales group maintenance screen.

 

  A/R CUSTOMER SALES GROUP MAINTENANCE DISPLAY

┌────────────────────────────────────────────────────────────────────────────────┐
│06/15/07                    D E M O   C O M P A N Y                             â”‚
│                      A/R CUSTOMER SALES GROUP MAINTENANCE                      â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│          GROUP CODE                    __                                      â”‚
│                                                                                â”‚
│       1. GROUP DESCRIPTION                                                     â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

GROUP CODE

 

Enter the code of the group 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 group code on file.

 

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

 

[F5] to display group 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 FIELD # TO MODIFY, D=DELETE, CR=CONTINUE:

 

[Enter] to clear the display and return to the CODE field.

 

Enter the number of the field you wish to modify.

 

Once you have modified the field data (see FIELDS below) press [Enter] to return to this prompt where you may enter the number of additional fields to modify or press [Enter] again to end modifications.

 

 

[Enter] when modifications are complete.

 

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

 

[Enter] to accept changes and update.

 

The file is updated and you are returned to the CODE field.

 

 

[F2] to make additional modifications.

 

You are returned to the FIELD NUMBER prompt above.

 

 

[F4] to cancel changes and return to CODE field.

 

"D" to delete the code.

 

** OK TO DELETE? (Y/N):

 

"Y" to delete the code.

 

"N" to not delete the code.

 

Example Customer Group Code Maintenance display:

┌────────────────────────────────────────────────────────────────────────────────┐
│06/15/07                    D E M O   C O M P A N Y                             â”‚
│                      A/R CUSTOMER SALES GROUP MAINTENANCE                      â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│          GROUP CODE                     1                                      â”‚
│                                                                                â”‚
│       1. GROUP DESCRIPTION             HOME OWNER                              â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│** FIELD NUMBER TO MODIFY; 'D' TO DELETE; CR TO CONTINUE: _                     â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

FIELDS

 

GROUP CODE

 

Enter the one or two character sales group code.

 

[F2] to display next group code on file.

 

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

 

[F5] to display group codes for selection.

 

GROUP DESCRIPTION

 

Enter the description of the sales group.

 

You may enter up to 15 characters.