Navigation: Accounts Receivable System > Receivables - Miscellaneous Options: Zip Codes This Help File Page was last Modified on 06/17/2016

Under Redevelopment

 

❑The Zip Codes Form is pre-populated with over 35,000 United States Zip Codes.

•Postal Codes for Canada (and most any other international codes), as well as any U.S. Zip Codes that were not included in the initial set, may be defined as needed.

•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:

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

✓In 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 be automatically inserted in those fields.

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

 

•Entering Zip Codes

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 Zip Codes.

 

Zip Codes Form

 

✓This Zip Codes 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.

 

Zip Codes Form - Record Editing View

 

•To define (any additional) Zip Codes which will be used to populate the City and State fields within the Subscribers, Prospects, and Vendors Forms

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

✓ZIP - Enter the Zip Code.

✓City - Enter the City in which this Zip Code is used.

✓State - Enter the State in which this Zip Code is used.

✓Areacode - Enter the Telephone Area Code generally assigned for this Zip Code.

✓Click the Save Icon to record this entry.

•Any number of additional Zip Codes may be defined.

 

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

 

Zip Codes 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.

 

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.

 

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.

 

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