Parameter Definitions

From the Master Menu, double-click . The Keyop Menu opens. From the Keyop Menu, double-click . The Parameter Editor window opens. Double-click Text Base Parameters. The text-based (L) Parameters screen opens. In the Selection Code field, type A. The (LA) Customer And A/R Parameters screen opens. In this screen, you can determine how you create the customer database and how individual customer database records are treated.

 

Preset parameter options are provided for location 1 when you receive the system. This means that even if you make no changes to the fields in the (LA) Customer And A/R Parameters screen, you can use the applications. However, you may determine that one or more of the preset options needs to be changed to best suit the needs of your business, or that you need to set up additional locations.

 

You can set up separate parameters for each general ledger location (profit center). Begin by verifying whether the preset options for location 1 are suitable for your business needs. If one or more of the preset options are not acceptable, change them using the instructions which follow. When you have set the parameters for location 1, set up separate parameters for each additional location that you run differently than location 1. If you do not set up separate parameters for a particular location, the parameters set for location 1 are used for that location.

Note:  Some of these fields have a major influence on how your system operates. ECI recommends that you complete certain number of these fields before going live.

Click the links below for more information.

 

G/L Loc

Next Customer #

Allow Manual Input

Save Changes

Swap Name

Inc/Exc In (B) From/To

Add in (B)/Status

Inc/Exc In (G) From/To

Add In (G) /Status

Reindex

Release

Purge

EOM

EOY

Delete

Credit Card

Mask Inquiry

Monthly Usage From/To

Quarterly Usage From/To

Print Copies With Original Invoice

National Drop Ship Route

In O/E on Customer Query, Display Shipto Address instead of Billto

In Gateway Set Shipto Name to

Set Dept Name to

Keep Service Quality Statistics for Customer Status /to

Locs to Exclude from Service Quality Statistics /to

Print, Fax, Neither

Formats Invoice

Formats Fax

Sort Order

Only Bill Auto-Bill Records That Have a Quantity Greater Than Zero

Create Line Item Special for Auto-Bill Remarks

Advanced Customer Queries

Suite Instead of Street on Queries

Show Master Shipto's if None on Dept

Gateway Additional Volume Discounts

 

Return to:

About Vendor Parameters

Setting (LA) Screen Parameters

About the Customer Database

Setting Up a Customer with an Auto Bill Item