IdealWare Online Users Manual

AR5-09 A/R LISTINGS, REPORTS AND FORMS
25666 Customer Master Forms

 

PURPOSE

 

The customer master forms prints blank forms that can be used to gather customer information that is required to set up your customers in the system. It is typically used when one person gathers new customer information and another person actually enters the customer into the A/R system.

 

Customer Master Forms is accessed from:

  • A/R Maintenance menu

 

PROCEDURE

 

When you select Customer Master Forms from the A/R Maintenance menu the following prompts display.

 

** NUMBER OF COPIES:

 

Enter the number of report copies to print.

 

[Enter] to print 1 copy.

 

** PRESS CR TO CONTINUE:

 

[Enter] to continue to print selection menu.

 

[F4] to exit to menu.

 

PRINTER SELECTION & CONFIGURATION

┌────────────────────────────────────────────────────────────────────────────────┐
│08/14/07                *****  PRINTER SELECTION  *****                         │
│                                                                                â”‚
│                                                                                â”‚
│** MAKE SURE PRINTER IS READY BEFORE PRESSING CR .....                          â”‚
│                                                                                â”‚
│1. PRINTER NAME ................................. P1  OKIDATA 390               â”‚
│                                                                                â”‚
│2. CHARACTERS PER INCH ? (10,12,17) ............. 10                            â”‚
│   SINGLE OR DOUBLE DENSITY ? (S,D) ............. S   SINGLE DENSITY            â”‚
│                                                                                â”‚
│** PRESS CR TO SET PRINTER, OPTION# TO CHANGE, F4 TO END (BYPASS): _            â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** PRESS CR TO SET PRINTER, OPTION# TO CHANGE, F4 TO END (BYPASS):

 

"1" to change printers.

 

"2" to change the CPI and/or print density.

 

[Enter] to print.

 

[F4] to not print and exit to the menu.

 

[F5] to display a list of printers for selection.

 

An example Customer Master Form follows.


 


                              IDEALWARE
======================================================================
                       A/R CUSTOMER MASTER FORM
======================================================================


         CUSTOMER CODE: ________

          NUMERIC CODE: ________

         CUSTOMER NAME: ______________________________

        ADDRESS LINE 1: ______________________________

        ADDRESS LINE 2: ______________________________

        ADDRESS LINE 3: ______________________________

           POSTAL CODE: ___ ___

          TELEPHONE# 1: ____________________

          TELEPHONE# 2: ____________________

        CONTACT PERSON: ____________________

             GUARANTOR: ____________________

         SALESMAN CODE: _____

      SALES GROUP CODE: __                                  A,B,C,D,E OR M

                 FST #: ____________

                 PST #: ____________

          ACCOUNT TYPE: _                                   B OR O

 PAYMENT DISCOUNT TYPE: __                                  A,B OR BLANK

         INTEREST TYPE: __                                  N,30,60 OR 90

         PRICING LEVEL: _                                   1, 2 OR 3

        DISCOUNT LEVEL: _                                   N, 1, 2 OR 3

  SORT FACTOR (1 TO 5): _                                   FBM DECIMALS

   # OF INVOICE COPIES: _

           DATE OPENED: __/__/__                            MM/DD/YY

          CREDIT LIMIT: __,___,___.00