Accounts Receivable Conversion

Rev 11 Documentation

 

Accounts Receivable Conversion

 

Introduction

 

The Accounts Receivable Conversion program is found on the A/R menu, 1-4.  This program should only be used by new LMS customers to allow input of their existing A/R balances from their current system to the LMS system.  To help facilitate this procedure alpha customer name search has been added.  Also added to the program is the display of the Customer Message File.  When a customer is entered if there is an existing message the entire message is displayed.  No modifications to the Message File can be made.

 

Enter Data

 

Alpha name search is activated at the following prompt.

 

Cust # Or Name

 

                    ** Accounts Receivable Conversion **                  

** I=Invoice  V=Invoice Void   C=Credit Memo   M=C/M  Void      E=End **  

Cust # Or Name                                                            

                                                                          

                                                                          

                                                                          

Cust #   Inv #  C/M #      Reference          Date     Amount  Co#  Type  

 

Enter an E or slash to return to the I = Invoice prompt.  There are two ways to access the desired customer number.  Enter the bill to customer number or perform a customer alpha search.  If a number from 1 to 10 numbers is entered and no alpha characters the program checks to see if the number is a valid customer number.  If it is not, the prompt Customer Number Invalid appears.  If an alphanumeric entry of 1 through 20 characters is entered the customer alpha search is accessed.  One of the following two prompts appears.

 

Select Customer Choice

Display N'ext, Select Customer Choice, Or E'nd: N

 


Accounts Receivable Conversion  (Cont’d)

 

 

Enter Data  (Cont’d)

 

                     ** Accounts Receivable Conversion **                      

 ** I=Invoice  V=Invoice Void   C=Credit Memo   M=C/M  Void      E=End ** I    

 Cust # Or Name  THE                                                           

                                                                               

  No  Customer Name               Address                   City              St

   1  THE ABC SUPPLY COMPANY      424 NORTH 11TH ST         LA CROSSE         WI

   2  THE ACCOUNTING FIRM         3458 MADISON ST           LA CROSSE         WI

   3  THE BROSTROM                1515 CTH. 29              LA CRESCENT       MN

   4  THE DEPARTMENT STORE        1341 MORMON COULEE ROAD   LA CROSSE         WI

   5  THE HOWARD S. BECK CO.      1919 TOWER DRIVE          LA CROSSE         WI

   6  THE HOWARD TROUT CO         3678 WESTON VIEW LANE     LA CROSSE         WI

   7  THE HUNT CLUB               ATTN: JIM BROWN           LA CROSSE         WI

   8  THE HUNT CLUB 2             345 TENT AVE              LA CROSSE         WI

   9  THE LA CROSSE BOATING CO.   1230 MISSISSIPPI RIV. DRV LA CROSSE         WI

  10  THE MALL OF AMERICA         P.O. BOX 99               MINNEAPOLIS       MN

  11  THE MILTON INN              3876 MILTON DRIVE         LA CROSSE         WI

  12  THE OTHER WORLD             1500 GEORGE ST            LA CROSSE         WI

  13  THE OTHER WORLDS            1800 WORK AVE             LA CROSSE         WI

  14  THE SECOND WORLD            2041 NINE ST              LA CROSSE         WI

  15  THE SLEEP INN MOTEL         54 HOWARD ST              LA CROSSE         WI

  16  THE TOP OF THE HILL MOTEL   345 HILLVIEW DRIVE         LA CRESCENT       MN

Display N'ext, Select Customer Choice, Or E'nd:  N                             

 

The first prompt appears if there are less than 17 choices.  The second prompt appears if there are more than 17 choices.  All customer names, from the Customer File, that match the input are displayed.  A computer assigned number, customer name, address 1, and city and state are displayed for each record found.  Enter the computer assigned number that corresponds with the desired customer.  Enter a N for next to view the next screen of selections.  Enter an E to exit the alpha search and return to the Cust # Or Name prompt.  If a number is input that does not exist, the prompt Selection Is Out Of Range appears.  The cursor returns for reinput.  When a N for next is entered one of the two following prompts appear.

 

Display N'ext, P'revious, Select Customer Choice, Or E'nd: N

Display P'revious, Select Customer Choice, Or E'nd:

 

The first prompt appears until the last screen of alpha selections is reached.  The second prompt appears when the last screen is accessed.  Enter the computer assigned number that corresponds with the desired customer.  Enter a N for next to view the next screen of choices.  Enter a P for previous to go back one screen.  You may go back and forward as many screens as exist.  Enter an E to exit the alpha search and return to the Cust # Or Name prompt.