Option 12Miscellaneous Customers

Use this function to enter or edit name and address information for your miscellaneous customers. “Miscellaneous” customers are those with whom you do business infrequently, or whose individual data are not relevant enough to track separately.

When you use this function, a record of all entries will be printed. For additions, all new field contents are printed; for deletions, the deleted record’s contents are shown; for changes, both old field contents and new field contents are shown; and in all cases, the User ID, date, and time are printed.

The screen shown below presents information about Miscellaneous Customers.

This field contains records for miscellaneous customers created during invoice posting. These names and addresses are used for invoice printing, then deleted when the corresponding processed invoice is deleted during Close Month processing.

Initial Setup Miscellaneous Customers screen

When the key value for a particular record is requested, you can review all the records in the file by selecting the Scan option. The records will be presented on an “Access” screen, and you will be allowed to scan the available data until you find the record you want. Then, position the cursor by that record and press ENTER; the record will be displayed for editing.

Data items for the preceding screen are described below:

Customer

Upper case, up to 8 characters Numbers only Required

You can use Scan to Search for an appropriate entry.

Provide the miscellaneous customer number from the Customers file.

Apply To

Upper case, up to 8 characters Required

Enter the invoice number associated with the customer.

Name

Alphanumeric, up to 30 characters Required Scan by this field (access key)

Supply the customer’s name.

Address 1

Alphanumeric, up to 30 characters

Supply the first line of the customer’s address. You may want to enter the shipping address in this line and the mailing address in the second line.

Address 2

Alphanumeric, up to 30 characters

Supply the second line of the customer’s address. You may want to enter the mailing address in this line and the shipping address in the first line.

City

Alphanumeric, up to 20 characters

Provide the city for the customer’s address.

State

Upper case, up to 2 characters

Supply the standard 2-letter state abbreviation for the customer’s address.

Zip

Upper case, up to 10 characters

Provide the customer’s postal zip code.

Country

Alphanumeric, up to 20 characters

Provide the customer’s country, if necessary.

The entered data is validated. During validation, including access to other fields, conditions may be found which cause messages to be displayed. Errors (E), Warnings (W), and Messages (M) that may result are shown below:

• ENot a Miscellaneous Customer

Press ENTER to save the information on this screen.

Select the Next Record option to go to the next Miscellaneous Customers record.

At this screen, the use of the MODE keys - ADD, DEL, CHG, or INQ - pertain to those records in the Miscellaneous Customers file.