Activant Dimensions - Accounts Receivable Exercises

To Next Page

To Previous Page

Appendix B

Accounts Receivable Exercises

1. Add an account to track COD deliveries.

DS02011C Add New Customer DIM11 DATA Date mm/dd/yy

Rev10.0.18 Port 38

Store 01

1.Cust No 3.000 2.Name COD

3.Addr 1 4.Addr 2

5.Addr 3 6.Zip

7.Phone 8.Contact

9.Tax No 10.A/R Group 1 11.A/R Type O

12.Tax Type R 13.Each Price (Y/N) Y 14.PO Required N

15.Signature Req (Y/N) N 16.Cust Has Jobs (Y/N) N 17.Save History N

18.Save Lien Info N 19.Store Number 1 20.Rep Number 1

21.Price Level 1 22.Class 1 23.Credit Hold 0

24.Terms 90 25.Statement Day 0 26.Tax Code 1

27.Extra Code 0 28.Credit Limit 0 29.Bid Number 0.00

30.Open Date mmddyy 31.Credit Limit Type 0 32.Statement Detail

33.Install Pmt 34.SSN # 35.Resale Price Level

36.Delivery Zone 37.Route Difficulty 38.Map Code

39.Ship To 1 40.Ship To 2

41.Ship To 3 42.Builder's Club #

43.Email 44.Cell Phone

45.Message/Note 1

46.Message/Note 2

47.Message/Note 3

<Esc>=End <F1>=Help <UpA>=New Job

2. Add a new charge account for Angie Smith Construction. The address is

3215 South Division Street. This account has 2% 10

terms, regular state

tax, contractor class, regular retail price, and is a house account. The

bookkeeper has indicated his preference to have separate statements for each

job.

DS02011C Add New Customer DIM11 DATA Date mm/dd/yy

Rev10.0.18 Port 38

Store 01

1.Cust No 870.000 2.Name ANGIE SMITH CONSTRUCTION

3.Addr 1 3215 DIVISION STREET 4.Addr 2 INDIANAPOLIS, IN

5.Addr 3 6.Zip 45987

7.Phone 317-555-2674 8.Contact RON JONES

9.Tax No 10.A/R Group 1 11.A/R Type O

12.Tax Type R 13.Each Price (Y/N) Y 14.PO Required N

15.Signature Req (Y/N) Y 16.Cust Has Jobs (Y/N) Y 17.Save History N

18.Save Lien Info Y 19.Store Number 1 20.Rep Number 1

21.Price Level 1 22.Class 2 23.Credit Hold 0

24.Terms 2 25.Statement Day 0 26.Tax Code 1

27.Extra Code 0 28.Credit Limit 10000 29.Bid Number 0.00