Add/Edit Entities & Departments


This selection is an important part of the General Ledger and Accounts Receivable set-up. In this screen you will define your Entities, Departments, and their G/L Periods. NOTE: Each entity must first be entered in the Address Master. This option is found on the General Set-Up sub-menu.

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ENTITY

POST TO CLOSED PERIOD

ADDRESS MASTER ID

The entity must reside in the Address Master. Simply enter the ID at this prompt. If unknown, enter ??? and RETURN, then enter characters in the company or last name to search on and select from the cross-reference list displayed. If no entity exists, you may enter the entity by typing the word NEW from the option line on which the word NEW appears. When an ID is entered, the entity name and address is automatically displayed. NOTE: If the name or address is changed in the Address Master record, the information will not automatically change in this screen. Editing may be done from the Modifications prompt.

A/R REFERENCE WINDOW

FED ID

TIME BILLING TYPE

SLOGAN

BANK ACCT ID

DEPARTMENTS/PERIODS

DEPT

DESCRIPTION

Enter a brief description of the department. Example: SALES

FISCAL PERIOD

CALENDAR PERIOD

Enter the beginning date of the calendar period, which corresponds with the fiscal period. The valid date format is YEAR-MONTH Example: 90-01 for Jan, 1990. The following prompt will appear:

DO YOU WISH TO AUTOMATICALLY GENERATE FISCAL CALENDAR

ENTER ENDING CALENDAR PERIOD FOR AUTOMATIC GENERATION (YY-MM)

CLSD

INVOICE REMARKS

VIEW MODE - Press the back quote key (single quote slanted left)  Allows you to move cursor, edit text, and exit.

INSERT MODE - Press I while in View Mode (automatic word wrap)

While in VIEW Mode :

BEG. OF LINE - Press 1 END OF LINE - Press 3

BEG. OF DESC - Press 5 END OF DESC - Press 0

DOWN A LINE - Press 2 UP A LINE - Press 8

FWD A CHAR. - Press 6 BACK A CHAR - Press 4

FWD A WORD - Press 9 BACK A WORD - Press 7

DELETE A WORD - Press | (hold down shift key)

DELETE LINE - Press DEL (deletes from cursor to end of line)

REFORMAT TEXT - Press Y SAVE AND EXIT - Press Q

EXIT WITHOUT SAVING - Press X SAVE WITHOUT EXITING - Press S