Receivables - Miscellaneous Options

This Help File Page was last Modified on 01/06/2018

<< Click to Display Table of Contents >>

Navigation:  Accounts Receivable System - The Receivables Module >

Receivables - Miscellaneous Options

This Help File Page was last Modified on 01/06/2018

This chapter will provide information about other Forms which may be used with the Receivables module.

To access the Maintenance Menu:

a)From the Backstage Menu System Select Maintenance and Choose General and Click the General Maintenance option which displays the Maintenance Menu, or

b)From the Quick Access Menu, Select Maintenance and Choose General Maintenance to display the Maintenance Menu.

 

Locate the Miscellaneous sub-section and complete the Miscellaneous options that are outlined below.

Note: Several options on the Miscellaneous sub-section are used by other Modules and will be explained in the chapters associated with those modules.

 

HelpFilesMaintenanceMenuMiscellaneousMenu

Maintenance Menu - Miscellaneous options

 

External Services - The External Service Form allows a User to identify a Web Site address they want to be directly accessible from within the Subscribers and/or Prospects Form using the External Services Icon on the Subscribers Form.

Call Sources - The Calls Form allows any User to enter the time, date, comments and results of an Account related Telephone Call - both Incoming and Outgoing.  

As part of the documentation process, the Call's Source or Purpose is identified.

Zip Codes - (Being Redeveloped) The Zip Codes Form is pre-populated with over 35,000 United States Zip Codes.

Use Zips - By default the UseZips option is set to False ("F") in the Company Settings Form accessible from within the Company tab on the User Options Form:.  

oThe Zip Codes Form is activated when the UseZips option is set to True ("T") in the Company Settings Form accessible from within the Company tab on the User Options Form:

oThe Zip field in the Subscribers, Prospects, and Vendors Forms will then have a Drop-Down Selection List

oIn these Zip fields, when the Zip Code (Postal Code) is Selected (and/or entered) for that record's location, the associated City and State (Province) information will automatically be inserted into those related fields.

If that Zip Code (Postal Code) is not defined, the User may enter it at that (or any) time.

Screen Layouts - This Screen Layouts Form is used for defining Screen Layout Names for the Administrator

Electronic Contracts - The Electronic Contracts Form is provided to establish and store your Company's contracts in a PDF format which can then be populated and distributed, as appropriate to Prospects, Subscribers, Vendors, etc.

Account Approval Types - Used by the Prospect Tracking and Accounts Receivable Systems, this Account Approval Types Form is used to identify the Action Steps to be taken for each case ouitlined below

1.Accepted - When assigned to a Proposal on the in the New Account Approval Form:

a.Indicates that this Proposal has been reviewed and accepted by the Sales Manager and will be processed as defined.

b.The Conversion, Document, and Email Action Steps established by your Company in this Account Approval Type record will be executed.

2.Pending - Initially assigned to any Proposal indicating it is still subject to review by the Sales Manager for acceptance or rejection.

3.Rejected - Indicates that this Proposal has been reviewed, and determined by the Sales Manager to be unacceptable