HiFinance
5
SECTION 1.1.1U.2 - ADD A NEW
COMMUNITY CARDS
USAGE: To add a new Community Card to the Community Card
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 Community Cards to the
system.
DISCUSSION: When you start this function, the computer will
initially ask for a Card code. By default, it will start with a C. Insert a code and press <Enter>. Community Cards are normally
in the format C99999999, where the 99999999 is the last eight digits on the card.
To return to the MAINTENANCE MENU, press <ESC>.
Once
HiFinance has accepted the code you will be presented with a screen full of all
the fields you can enter information into. The fields are as follows:
CREDITOR ACCOUNT This
is a compulsory field. It links the card to a Creditor. The Creditor must be in
the Credit Card group. If you do not know the code, press <F9> to initiate a search.
FIRST NAME This is
not a compulsory field, but if the information is available, it should be
entered here.
LAST NAME This is
not a compulsory field, but if the information is available, it should be
entered here.
SALUTATION This is not a compulsory field, but if the information is
available, it should be entered here. This field is used to head letters and
advertising information.
GENDER (M/F) This is not a compulsory field, but if the information is
available, it should be entered here. This field must either be blank or M or
F.
TRADING NAME This is not a compulsory field, but if the
information is available, it should be entered here.
ADDRESS 1,2 &3 These are not a compulsory field, but if the information is
available, it should be entered here.
POSTCODE If entered, this field must be numeric.
WORK PHONE Enter the work phone number, if known.
FAX PHONE Enter the fax phone number, if known.
MOBILE PHONE Enter
the mobile phone number, if known.
EMAIL Enter a valid email address, if known.
OTHER KEY1, 2 & 3 These are user definable fields.
ABN This is not a compulsory field, but if the
information is available, it should be entered here.
REGO This is not a compulsory field, but if the
information is available, it should be entered here.
ACTIVE (Y/N) This field defines if the card is active or not. If you decide
to disable a card, set this field to N. This will retain any links from the
Community Card Creditor and, as most databases that HiFinance sends data to do
not actually delete cards, this is the only way to disable the usage on those
external systems.
Several function keys are available while you enter
the Card information (not all are available all the time):
<F4> This allows you to enter a note detailing any
non-structured information.
<F9> This initiates a search through the Creditor
master-file. The Creditor chosen will be automatically inserted into the
Creditor Account 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 Card. If you press <ESC>, the Card will not be saved to the Community Card
master-file.
