Navigation: Accounts Receivable System > Receivables - Miscellaneous Options: States This Help File Page was last Modified on 12/29/2021

❑The States Form comes populated with all the States and Territories and:

1.Identifies which of the United States and its Territories are and are not permitted to assess a Credit Card Surcharge  

a.It comes comes populated with all of those States and Territories and their current Surcharge Exempt Status  

b.Additional States and/or Territories that were not included in the initial set, may be defined, as needed

c.The Surcharge Exempt Status may be updated, as needed.

2.Provides a master list of the United States and its Territories for use State field within the Tax Rates Form to identify the actual State or Territory in which each Tax Rate rule set will be (is) used.

a.Additional States and/or Territories that were not included in the initial set, may be defined, as needed

 

•Viewing the States Form:

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.

 

✓Once the Maintenance Menu is displayed, Select Miscellaneous and Choose States.

 

States maintenance Form

 

✓This States Form may be Re-sized by Dragging the Top and/or Bottom up or down, and/or the Right side in or out.

•Navigation Menu - The Navigation Menu is located at the top of the Zip Codes Form.

 

 

✓This Navigation Menu provides the normal Record Movement, plus Add, Delete, Cancel, Save, Refresh, and List options.

 

•Record Editing View - The details of the currently selected record are displayed below the Navigation Menu at the center (Main Body) of the Zip Codes Form.

 

States Form - Record Editing View

 

•To define (any additional) States/Territories

✓Click the Add Icon to start the State entry in the Record Editing View.

✓State abbreviation - Enter the 2 character code

✓State Name - Enter the State or Territory for this State code

✓Surcharge Exempt - Check this box if this is Credit Card Surcharge Exempt

✓Click the Save Icon to record this entry.

 

✓Any number of additional States may be defined.

 

•Search - To modify an existing State record, use the F2 Search function to locate and select the desired State record

✓Once located, Modify the record as needed.

 

States Maintenance Form - Search dialog

List Icon - The Navigation Menu also has a List option which provides a tabular view of these States records.

✓The Surcharge Exempt column relates to Credit Card processing Surcharges that might be assessed to a Subscriber is for information purposes only and cannot currently be changed

 

States Form - List View

 

✓The columns of listed Grid Data may be rearranged, filtered, sorted, and exported as a PDF file and/or an Excel formatted file.

 

 

✓Find - Enter text to search for a specific record, then Click the Find option.

✓Clear - To remove the text to search for entry, Click the Clear option

 

Navigation Menu shown with the Icons for List, Export and Print

List Icon - Click the List Icon again to Close the List View and return to the Record Editing View.

 

Print - Click the Print Icon to display the Print Preview Form from which a custom report may be designed and "printed" as an Adobe® PDF File.

 

Export Icon - Click the Export Icon to create (one of there types of) a spreadsheet compatible file containing the Grid Data as it is currently organized and filtered.

 

❖See the Grids - Print Preview - Export Data chapter for complete information on using the List View, including its Export & Print options.