Appendix C
Add New Customers
CM1, CM2, CM14, CM10
DS02011C Add New Customer DIM11 DATA Date mm/dd/yy
Rev10.0.18 Port 38
Store 01
1.Cust No .000 2.Name
3.Addr 1 4.Addr 2
5.Addr 3 6.Zip
7.Phone 8.Contact
9.Tax No 10.A/R Group 0 11.A/R Type
12.Tax Type 13.Each Price (Y/N) 14.PO Required
15.Signature Req (Y/N) 16.Cust Has Jobs (Y/N) 17.Save History
18.Save Lien Info 19.Store Number 0 20.Rep Number 0
21.Price Level 0 22.Class 0 23.Credit Hold 0
24.Terms 0 25.Statement Day 0 26.Tax Code 0
27.Extra Code 0 28.Credit Limit 0 29.Bid Number
30.Open Date 31.Credit Limit Type 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
Customer Master File (CM1.D) Fields:
1. Cust No 1. The customer number can be up to 6 digits long
plus three digits after the decimal point for a job
number. It must be all numeric. For example,
123456.001. When entering a customer number
without jobs, it is not necessary to enter the
decimal point and trailing zeroes.
2. It is required that customer numbers 1-99 be
reserved for cash sales. Customer number 1 is
typically the account number used for regular
walk-in cash sales where the method of payment
is cash, check, or credit card. Regular A/R
customer numbers will then begin at 100.
3. Customers with jobs will keep track of A/R
transactions by job number. The main account
number must end in zeroes (i.e., 1010.000) and be
flagged as having jobs. See field 16,
CUST HAS
JOBS
. Then each subsequent job number will have
the same account number as the main account
with a different job number following the decimal
(i.e., 1010.100, 1010.200, 1010.300, etc.). Aging
reports and statements will show a total for each
job as well as a consolidation for all jobs in the
main account.
4. Other methods of numbering sometimes used:
- Use last 6 digits of phone number
- Give often-used customers easy to remember
account numbers (i.e., "5555" or “123”)
Dimensions 14 399
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