Help:DMS-Update Standard Settings: Difference between revisions
No edit summary |
No edit summary |
||
| Line 20: | Line 20: | ||
'''Company ID:''' The current company will be displayed in this box. | '''Company ID:''' The current company will be displayed in this box. | ||
''' | '''VanLine:''' Use this '''[[Help: Standard-Drop_Box |drop-box]]''' to select the applicable VanLine. Remember, there can be only ONE entry per Company and VanLine. Duplicates will return the Duplicate Key error. | ||
ICC Finance Charge: If you wish to include the ICC Finance Charge calculation on the invoice, then you must fill out these three fields. Enter the Minimum Finance Charge amount, the Finance Charge Percentage and the number of days after the Invoice Date that the Finance Charge applies. The actual applicable finance charge, the total billing charges plus this calculated finance charge and the date after which these charges apply can be printed on the invoice. These amounts will not appear among the actual billing charges that wiifll transferred to the Accounts Receivable. The ICC Finance Charge will only be displayed on the Invoice. If it is paid, it can be taken into revenue when the payment for the invoice is applied. | ICC Finance Charge: If you wish to include the ICC Finance Charge calculation on the invoice, then you must fill out these three fields. Enter the Minimum Finance Charge amount, the Finance Charge Percentage and the number of days after the Invoice Date that the Finance Charge applies. The actual applicable finance charge, the total billing charges plus this calculated finance charge and the date after which these charges apply can be printed on the invoice. These amounts will not appear among the actual billing charges that wiifll transferred to the Accounts Receivable. The ICC Finance Charge will only be displayed on the Invoice. If it is paid, it can be taken into revenue when the payment for the invoice is applied. | ||
| Line 44: | Line 45: | ||
[ Help ] Press this button (if available) or the F1 key to view the Help text for this window. | [ Help ] Press this button (if available) or the F1 key to view the Help text for this window. | ||
Revision as of 16:59, 14 January 2012
Page Title:
This option is used to control the automatic file number generation and the ICC Finance Charges.
When a new shipment is added, the three "Key" fields can be automatically incremented depending upon your company's needs. There are four (4)different levels for this incrementation. If one of the incrementation options is set in a higher level, it will take precedence over a similar incremantation setting in a lower level.
These are the levels, starting with the highest level:
4 - Specific Company and Specific VanLine 3 - Specific Company and No VanLine 2 - All Companies and Specific VanLine 1 - All Companies and No VanLine
The lowest level (1) is automatically added by the program. It can be changed, but it cannot be deleted. The other levels can be added as needed.
Company ID: The current company will be displayed in this box.
VanLine: Use this drop-box to select the applicable VanLine. Remember, there can be only ONE entry per Company and VanLine. Duplicates will return the Duplicate Key error.
ICC Finance Charge: If you wish to include the ICC Finance Charge calculation on the invoice, then you must fill out these three fields. Enter the Minimum Finance Charge amount, the Finance Charge Percentage and the number of days after the Invoice Date that the Finance Charge applies. The actual applicable finance charge, the total billing charges plus this calculated finance charge and the date after which these charges apply can be printed on the invoice. These amounts will not appear among the actual billing charges that wiifll transferred to the Accounts Receivable. The ICC Finance Charge will only be displayed on the Invoice. If it is paid, it can be taken into revenue when the payment for the invoice is applied.
Automatic File Numbering: This system allows for automatically numbering the various shipments as they are added. This automatically assigned number can be placed either in the File Number field or Alternate Key field. This number can be composed of up to three different parts: the Pre-Script, the Incrementing Number and the Post-Script. The Pre-Script and Post-Script can take either numbers or letters. The Incrementing Number portion can only contain numbers.
To bypass this feature, select None.
To use this feature, select either File Number or Alternate Key fields to accept the generated number. Next set up the Pre-Script, Incrementing number and Post-Script sections.
The following is an example of how numbers would be generated using these entries: Pre-Script = AA- Incrementing Number = 10000 Post-Script = -99
AA-10000-99, AA-10001-99, AA-10002-99, AA-10003-99, ETC.
[ Save ] Press this button to save any changes made on this window.
[ Cancel ] Press this button to close this window and return to the previous window. NOTE: If you make any changes in this window and then press the [Cancel] button to ignore those changes, then another window titled Save Record will open which asks "Do you want to save the changes to this record?". For additional information, please see Save Record.
[ Help ] Press this button (if available) or the F1 key to view the Help text for this window.
