HiFinance
5
SECTION 1.1.1U.1 - ADD A NEW
NORMAL CARDS
USAGE: To add a new Debtors and Cards to the Debtor
master-file. The functionality described here is similar to the standard DEBTOR
ADD routine as described in SECTION 1.1.1. The
difference is that it is specifically designed for add Cards to the Charge Card
system.
DISCUSSION: When you start this function, the computer will
initially ask for a Debtor code. Insert a code and press <Enter>. The Debtor code structure is defined in SECTION 1.
To return to the DEBTOR MAINTENANCE MENU, press <ESC>.
Adding a new Debtor
In this system, the Debtor code is always 6 characters
long. This may be alphanumeric, but it must be exactly 6 characters. When
adding a new Debtor, you must add the primary billing account first. The fields
are very similar to the standard add routine.
Once HiFinance has accepted the code you will be
presented with a screen full of all the fields you can enter information into.
These fields are fully described in SECTION 1. Depending on your installation, not all fields fit
on one page. In this case, when you complete the last field on the first page,
page two will automatically be displayed for you to fill in, and so on.
Where required, enter a value into each field that
is surrounded by brackets. To move to the next field, press <Enter>. Complete your entry by pressing <F10>. If HiFinance has found no inconsistencies in your
entries, you will be asked to confirm and the information will then be saved to
disk.
If, at any time, you wish to abort the entry
sequence, press <ESC>. You will be asked to
confirm your request. If you abort the entry, all current changes will be
cancelled and the account will not have been added to the Debtor master-file.
Adding a new Card
Once a Debtor has been added, you can start adding
Cards. Certain card types (eg Prepaid Cards) only allow you to attach one card
to the Debtor. Others, allow multiple cards.
Enter the Debtor code again and HiFinance will
automatically append a sub account number to the code. Eg if you have added a
card UC1234, entering this code again will automatically create the Debtor
record UC1234/00001. The screen is filled with very different fields for you to
enter. This record represents the Card and any billings will pass back to the
main account, ie UC1234.
Several function keys are available while you enter
the Debtor information (not all are available all the time):
<F4> This allows you to enter a note detailing any
non-structured information. The information you enter here will be displayed
during invoicing,
but will not be printed on the Invoice.
<F6> This allows you to enter a delivery address. This
field will be printed on Invoices and Credit Notes in the area allotted.
<F7> This allows you to enter delivery instructions.
This field will be printed on Invoices and Credit Notes in the area allotted.
<F8> This initiates a search through the Salesman
master-file. The Salesman chosen will be automatically inserted into the
Salesman field.
<F9> This initiates a search through the Debtor Group master-file.
The Debtor Group chosen will be automatically inserted into the Debtor Group
field.
<F10> This will end the input phase and cause HiFinance to
test the screen ready for update. Pressing <F10> can save you having to
press <Enter> all the way to the end of
the screen.
<ESC> This will abort the entry of the Debtor. If you press
<ESC>, the Debtor will not be
saved to the Debtor master-file.
