RECORD CLASSIFICATION

Enter any code that will uniquely classify this record, if desired. NOTE: Some class codes are used for cross-referencing purposes and are required entries . See the page entitled Required Class Codes for reference. Examples: ENT, BANK, TEAM

Display list of existing class codes:

To view/select existing class codes, enter ??? and RETURN. If the code entered does not exist in the Codes File, you will be prompted if you want to add the new code and a description of the code.

Record cross-referencing option:

You may cross-reference Address Master records by class code with the option to sort and display the records in a particular order, when you enter a class code followed by a number which gives the record a numerical sequence for display. Example: EMP001 EMP002 EMP003 If .EMP is entered at the initial address master search prompt, the records with that class code will sort and display in numerical order.

Automatic class codes:

If entering address information through another avenue of the software, the appropriate class code may be automatically flagged against the new record. EXAMPLE: When the first A/R transaction occurs for a client, a code of AR is automatically generated as a class code for the client. Class codes are stored in a Table, accessible from the Database Menu.

 

A/R BALANCE

The A/R balance reflects posted A/R transactions for this record and is automatically updated.

 

A/P BALANCE

The A/P balance reflects posted A/P transactions for this record and is automatically updated.

 

HOLD

The word "HOLD" will flash at the top center of the Address Master screen if the record is "on hold".