Program Description
This program is located in Billing File Maintenance File Setup Global File Maintenance (BI-3-1-18-0) and Accounts Receivable File Maintenance (AR-3-4). The Accounts Receivable global files store groups of records that control or define the operating parameters of the Accounts Receivable module. These records are generally defined at the time of installation and rarely changed after that point. However, you can easily configure these fields in order to set certain defaults and prompts in the system.
Rev 15 Changes
New fields have been added to the Accounts Receivable Control File (Global Record 0).
Field 33: BTA / LMS Model For Success Report (Y/N)
This is a new report available through BTA. LMS personnel will activate this global option once this report is purchased from BTA.
Field 34: OEM Interface (Y’es, N’o, S’etup)
There is now an option to transfer purchase orders, service calls, meter readings, etc directly with an OEM (manufacturer). Only certain OEM’s have this ability at this time. Please contact LMS Support if you would like more information. By setting this field to Y for yes the OEM Interface is activated and data will start to be sent to the OEM (as long as some other pieces are also activated). By setting this field to S for setup, the dealer will be able to setup the OEM Interface without actually turning it on and sending data to the OEM. This includes being asked OEM Account Y/N in the Customer File Maintenance program and being asked OEM Machine in the Serial file. This field can only be changed by LMS personnel.
Field 35: Temporarily Turn Off OEM Interface (Y’es, N’o)
This option will give the dealership the opportunity to stop information being transferred between the Dealership and the OEM, if the OEM Interface is activated (field 34 is set to Y for yes). This will be useful during End of Month processing or when rebuilds are done on the system and everyone needs to be off the system for a short time. If this field is set to Y, be sure that it is set back to N as soon as it can be. If the OEM Interface (field 34) is set to N for no, this field should not be used.
Rev 14 Changes
New fields have been added (30, 31, 32):
Fields:
30. Hold Wireless Technology Service Tickets For End Of Month (Y/N)
This is a new field that was added that is only used by Wireless Technology. Normally, when End of Month Reports is started, all transaction types that update Accounts Receivable and Inventory are stopped. This includes Service Invoicing. If Wireless Technology is being used, there is now an option to stop those transactions from updating Accounts Receivable File (ARECD), Sales Analysis Files (SAYTD.DT and SALID), Invoicing Files (INVHDRD and INVLID), Tax File (TAX2.DT), Customer File (CUSTD), Parts Usage File (PART.DT) and Inventory Files (ITEM and ITEMWHD). This is done by changing field 30 to Y for Yes. Once the field is set to Y, the technician can still work on the Wirelss Technology unit, and even enter Service Tickets, but the above files will not be updated until field 30 is set back to N for No. When this is set to Y, operators not using Wireless Technology should still not do any billing. This will only have an effect on Wireless Technology users.
Before End Of Month Processing is started, the operator should change field 30 to Y. After End Of Month has completed, the operator should change field 30 back to N. The program will then prompt “This Will Release The Hold On Wireless Technology Service Tickets And Will Update All Part Usage And Invoice Information. Continue (Y/N)”. If the operator continues, Y should be entered. If the operator cancels out, N should be entered. The program will then ask for a printer selection. Any errors encountered will be printed to the printer selected. The program will then run and update all necessary files. The technicians can still be using the Wireless Technology while this program is running.
31. Display Machines During Customer Alpha Search In Customer Care (Y/N)
If Y for yes is entered at this prompt, the machines placed at each customer site will display when the operator is performing customer name search. The item number, serial number, location 1 and location 2 will be displayed. The operator will be allowed to enter an item type to display or return to display all item types. If N for no is entered at this prompt, then the machines will not display. The program worked this way prior to Revision 14.
32. Display Ship-To / Bill-To Cust No.During Alpha Search In CC (Y/N)
If Y for yes is entered at this prompt, when customers are displayed during alpha customer name search in Customer Care, there will be a second line displayed showing the Ship-To Customer Number and Bill-To Customer Number. If this field is set to N for no, the second line will not display. Prior to Revision 14, the second line did not display.
Rev 13 Changes
Fields 23. UNIX/NOVELL/NT Data Dir. and 24. UNIX/NOVELL/NT Copy Command have been changed to include the NT operating system option.
Field 28. ECF File Maint. Available In Customer Care (Y/N) has been added for the Customer Care module.
Also, field 29. End Of Month Reports To Disk Option (Y/N) has been added. This field is password protected and can only be changed by an LMS employee. There is a feature in the End of Month Reports Chain that gives companies the option to print reports to printer, disk, or both. This feature has an additional setup fee.
