A/R Master


The Salesperson field can be used when a particular salesperson is to call on certain accounts. It can be a full name, partial name, a number, or initials. When Order Entry is used the salesperson in this field is put on the invoice automatically when invoicing.

A Credit Limit may be an even dollar amount (no $ sign) or a brief comment such as 'COD'. If a number without alpha characters is in this field, the amount is used for credit limit checking based on the current balance plus the invoice being entered plus any orders pending (if present). If CASH, COD, or NO is in this field, the contents of this field will appear blinking when an invoice is entered Order Entry/Invoicing. If O/E is used notification is made for customers exceeding their credit limit whenever an order or invoice for a customer is viewed.

Customer Type is a way of separating the customer data base for labels or report purposes. Can be demographic, wholesaler as opposed to retailer, etc.

Status may be A = active, I = Inactive, D = Delete, 'S' or 'P'. A customer set to delete status will be deleted during the next Purge of the Customer Master file. A status of 'P' causes a statement to be printed even if the current balance is zero or credit (minus). The status of 'N' (No print) prevents a statement from printing no matter what balance is due.
Last contacted date is helpful in telephone calls to customers. 

	A special use for Phone Abbreviation #5 or #6 (if O/E is used)

If the characters "PC" (for Print Comments) is in Phone Abbreviation 5 or 6, the contents of 
this customer's comments (see List comments button) will be printed on the picking/packing 
list just below the line items. This is helpful for special shipping instructions that may apply to that
customer. Note - Upper or lower case PC (or PK below) may be used

New Mar 2012  -  Use the Characters "PK" rather that "PC", and ONLY the lines AFTER a comment
line starting with "PK" will be printed on the Order Confirmation or a Packing list. This allows keeping
confidential customer comments separate from shipping info that prints on the packing list or Order Confirmation.

	Another special use for Phone Abbreviation #5 and #6 only (if O/E is used)

First, set up codes in the AR phone 5-6 table (see OE menu #6, option 3).
If any of the codes from that table are found in the Phone Abbr #5-6, then the contents of the 
#corresponding phone number (up to 12 characters or numbers) will be printed on both O/E invoices 
and picking lists when printed for this customer. These will print somewhere below the 
address, just above the account number. 

This is useful for additional info about the customer to be on the documents, 
such as a 3rd party customer account#. For example:
if you had "Wade" as #5 abbreviation, and "1234567889" as the #5 phone number, then
"Wade 1234567889" would print out on the packing list or invoice just above the account number.
If you have another code in #6 that was also in the OE table, and another # in
the #6 phone number, then they would also print, right after the above one.