Appendix C
5. Additional uses of customer number:
- Separate cash and charge customers for special
quotes such as decks, sheds, houses, etc.
- Special "spiff" customer to be used when
creating a spiff as a quote first
- House account
- Employee A/R accounts in a separate range of
numbers
- Affiliate companies in a range of numbers
2. Name 1. The customer name can be up to 30 characters
long. Enter the name exactly as you wish it to
appear on screens, invoices, reports, and
statements.
2. For an individual's name, use a slash to show last
name then first name (i.e., LEE/ROB). This
account will be alphabetized under LEE but be
printed as ROB LEE. Company names are
entered without the slash.
3. Addr1 Enter the bill to P.O. box or ATTN information, up
to 25 alpha-numeric characters.
4. Addr2 Enter the bill to street address (25 alpha-numeric
characters). The ship to address is kept in CM2.D,
fields 2-4. See below.
5. Addr3 Enter the bill to city and state (25 characters).
6. Zip Enter the zip code or postal code exactly as you wish
it to appear, up to 10 characters. For example,
87101, 87101-9999.
7. Phone Enter the phone number exactly as you wish it to
print on reports, transaction entry screens, and
inquiry screens, up to 12 characters (examples:
800/222-333, 800-222-3333, 222-3333x123).
8. Contact Enter the name of the contact person, up to 20
characters.
9. Tax No If the customer is tax exempt, enter their sales tax
ID number as found on a sales tax exemption
certificate, up to 15 characters.
10. A/R Group 1. Four major groupings of A/R accounts can be
specified. A total for each group will be accumu-
lated with separate G/L numbers provided for in
the Variable File (A/R Variable File, G/L
Integration).
2. The A/R groups set up in the standard G/L chart
of accounts are:
1 - A/R Trade (1210.00)
2 - A/R Other (1220.00)
3 - A/R Employees (1230.00)
4 - A/R Affiliate Co. (1240.00)
3. If no special groupings are required, enter 1 for all
accounts.
400 Dimensions 14
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