HiFinance
5
SECTION
1.1.1.1 - ADD A NEW DEBTOR
USAGE: To add a new Debtor to the Debtor master-file.
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>.
Once Pipeline 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.
Several function keys are available while you enter
the Debtor information:
<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.
<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.
