Y - Customer Type Screen

CUSTOMER TYPE SCREEN FILE HELP

CUSTOMER TYPE SCREEN LOAD HELP

Customer Type Screen Tools Help

Type (Y)

Description (Y)

Privilege Codes (Y)

G/L Adder (Y)

Sales Code (Y)

Default Terms (Y)

A/R Discount Account # (Y)

Prepayment Account # (Y)

ABOUT CUSTOMER TYPES

<ABOUT CUSTOMER TYPES> next record <F8>

CUSTOMER TYPE SCREEN FILE HELP
<Ctrl N> Clear the screen, without saving or unsaving the current record, and set the reference number to the next available number.

<F5> exit lookup <Shift F5> close all lookups

<F6> open lookup <Shift F6> alterate lookup

<F9> save record <Shift F9> delete record

<F10> selection screen <Shift F10> go to menu bar

<Esc> Exit one level <Alt-F4> exit ABC

CUSTOMER TYPE SCREEN LOAD HELP
<Ctrl D> If you want to enter the same, or almost the same customer information under a different code, type in the new code and press . Enter the new code in code field, press then and enter code to duplicate. This transfers Name, Address, Phone #, etc., but not the posted information.

<F7> previous record <F8> next record

<Shift F7> When the cursor is on an indexed field, press to scroll through information in reverse.

<Shift F8> When the cursor is on an indexed field, press to scroll through information going forward.

Customer Type Screen Tools Help
<Ctrl G> You will receive a message telling you what entry location and field number your cursor is at. Type in the number of the entry location you want your cursor to be moved to and press enter, and your cursor will be moved to that location.

<Ctrl J><Ctrl K> This gives you two notepads to keep on file anything you want to remember about this entry. Ctrl J files it with the date and time.

<Ctrl W> This places the Reference Code on Word Processor YLIST. To see the list, press F10, W, Ctrl N (to clear screen) and then type YLIST. To learn more, press <W>.

<F4> Start macro from the line the cursor is on. Press and the macro name.

<Shift F4> Record macro. Press to begin recording. Then enter the macro keystrokes. Press to end the macro. Press <M> for more information.

<Shift F3> calculator. Use + to add and total and - to subtract. Use / to divide and * to multiply. Use ) to clear and ( for off. Use = or for equals.

Type (Y)
Enter the code you wish to use to reference this customer type. You can only use a one-character code.

Description (Y)
Enter a description for this customer type.

Privilege Codes (Y)
Privilege Codes can determine which items customers of this type may buy.

You may enter a series of restriction codes in this field. This indicates that customers with this type may purchase any inventory items having any of these restriction codes. If this field is blank, it indicates that customers with this type have access only to inventory items with NO restriction code.

G/L Adder (Y)
This is a number that is added to the General Ledger Account # on the Inventory file (I) when an item is entered on an invoice for a customer of this type. If there is no G/L Adder specified, the computer will use the next field (Sales Code).

Sales Code (Y)
Enter the Default G/L Sales Account #. If nothing is entered here or in G/L Adder (above) the computer will use the Inventory G/L# and then the Default Sales Account# from the System Setup Screen 2 (&).

Default Terms (Y)
You may enter special terms here for this customer type. These terms will be used when there is none specified on the Customer file (C).

A/R Discount Account # (Y)
This is the default G/L Account # for A/R Discounts. This overrides A/R Discount Account # in the System Setup Screen 2 (&) and is used by Report # 3-14 CUSTOMER PAYMENT LEDGER.

Prepayment Account # (Y)
This is the default G/L account # for down payments, prepayments, or other payments a customer makes before an invoice is made out for him.

ABOUT CUSTOMER TYPES
This screen is used to set up Customer Types. This allows you to have different classes of customers and different terms for certain classes. You can also be selective about what items can be sold to certain customers.