Help:CRS-Edit Standard Settings
This screen enables you to set up certain default settings which are used by the various program options.
Tax Rate: Some States assess a tax on Storage and Services. If your State has such a tax, then enter that tax rate here. For example, 7 1/2 percent would be entered as 7.50. If your State does not have any such tax, then enter 0.00.
G/L Number: This is only required if there is a Tax Rate in the previous field. These charges will ultimately be transferred to the Accounts Receivable and to the General Ledger. This number is the General Ledger Account to which the tax amount from this charge is to be posted. The General Ledger Account should be set up in the Billing Code Table after consulting with your Accountant. If you are using the IBS Accounting programs these numbers have probably already been set up for you. If not, they can be added from this screen or from the Files - G/L Master File Maintenance option. Press the [?] button for a listing of the current G/L Accounts.
Company Name and Address: The information entered here will be used as your Company's Name and Mailing Address for the Monthly Storage Invoice. So, enter the information in these fields exactly as you wish the "Remit To" Address to be printed on the Monthly Storage Invoices.
The Company Name which appears on the Logo screen and on the heading of every printed report is pre-set in the program and is not affected by any changes made on this screen. If you need to have this pre-set Company Name changed, then call Technical
Support.
Invoice Format: This program can support two different invoice formats. Both formats come pre-set with the system and are identical. The Regular format is a generic invoice will print on standard blank 8 1/2 x 11 paper. The Custom format can be designed to print on a pre-existing form or it can be modified to print any information on the regular blank paper.
If you need the Custom format customized to meet your specific needs, then contact Technical Support. There will be a nominal charge for customizing this form.
Direct IBS Link: Check this box if your IBS Programs are accessible from the computer or network on which this program is running. Uncheck this box if they are not.
Transfer Path: Enter the Drive and Path for the Accounting Transfer Files. These will be used when Transferring the Billing to the Accounting System Transfer Files. This is required if you are NOT directly linked to the IBS Accounting System. Press the [?] button for a directory of your current computer and network.
Print Out Card: Check this box if Out Cards are required by your company. Uncheck this box if they are not. This will automatically check or uncheck the Print Out Card box when selecting Containers and Files for the Pull-List.
Out Cards are sometimes used in older manual systems to be placed in a container in the place of the file which has been temporarily removed, or on the shelf where a container has been temporarily removed. Computerized systems do not need such manual place-holders, but some companies still use them. If your company still uses Out Cards, these can be customized for you at an additional cost. Contact Technical Support for more information.
Offload Path: Enter the Drive and Path for the Customer Mirror-Image data files offload. Press the [?] button for a directory of your current computer and network.
Bar Code Communications: Enter the Drive/Path/Name of the Bar Code Reader's Communications Program. This will be used by the Bar Code Reader Upload Program options .Press the [?] button for a directory of your current computer and network.
Next Available Invoice: This is the number of the Next Available Invoice Number to be used when the monthly storage invoices are calculated and printed. The last used number from the previous invoices run is remembered in this field.
Shipment Source: This is an IBS field and is used when transferring the monthly storage billing to IBS. Enter here the Shipment Source code for this shipment. The Shipment Source Description will be displayed to the right of this field. This field can be used by the reports in the A/R as a selection criteria. Press the [?] to the right of this field to open a window titled Select Shipment Source which will list all existing sources. The Select Shipment Source window allows you to Select an existing source, Insert a new source, Change an existing source, or Delete an existing source. For additional information, please refer to Select Shipment Source. If you do not use IBS, then leave this field blank.
Shipment Type: This is an IBS field and is used when transferring the monthly storage billing to IBS. Enter here the Shipment Type code for this shipment. The Shipment Type Description will be displayed to the right of this field. This field can be used by the reports in the A/R as a selection criteria. Press the [?] to the right of this field to open a window titled Select Shipment Type which will list all existing types. The Select Shipment Type window allows you to Select an existing type, Insert a new type, Change an existing type, or Delete an existing type. For additional information, please refer to Select Shipment Type. If you do not use IBS, then leave this field blank.
Shipment Sub-Type: This is an IBS field and is used when transferring the monthly storage billing to IBS. Enter here the Shipment Sub-Type code for this shipment. The Shipment Sub-Type Description will be displayed to the right of this field. This field can be used by the reports in the A/R as a selection criteria. Press the [?] to the right of this field to open a window titled Select Shipment Sub-Type which will list all existing sub-types. The Select Shipment Sub-Type window allows you to Select an existing sub-type, Insert a new sub-type, Change an existing sub-type, or Delete an existing sub-type. For additional information, please refer to Select Shipment Sub-Type. If you do not use IBS, then leave this field blank.
Branch: This is an IBS field and is used when transferring the monthly storage billing to IBS. Enter the specific branch of your company which is handling this shipment. The Branch Name will be displayed to the right of this field. Press the [?] to the right of this field to open a window titled Select Company Branch which will list all existing branches. The Select Company Branch window allows you to Select an existing branch, Insert a new branch, or Change an existing branch. For additional information, please refer to Select Company Branch.
A/R Account: This is an IBS field and is used when transferring the monthly storage billing to IBS. Enter the A/R Account Number to which this amount is to be applied. The name of this account will be displayed to the right of this field. Press the [?] button for a list of the current A/R Accounts. If you do not use IBS, then leave this field blank.
[ Save ] Press this button to record the changes made to the Standard Settings.
[ Cancel ] Press this button to close this window.
[ Help ] Press this button (if available) or the F1 key to view the Help text for this window.
