| Step-by-Step Instructions Miscellaneous Customer Memo Access: From the Master Directory select directory #7 (Memos/RMA). Choose #1 (Input Memo). Then choose #1 (Customer Memo), then #17 (Misc customer memo). |
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1. |
(Memo Number) Press Shift 3 (#) and the system will assign a memo number. |
| 2. | (Memo Date) Input the date (mm-dd-yy0 or T for today's date. |
| 3. | (Customer Number) Input the customer number or use the ?x or ?? command to search for the customer number. |
| 4. | (Memo Type) Display only. The system inserts the memo type "87-Miscellaneous Cust Memo" after the memo number is entered in field 1. |
| 5. | (Memo Action) Press teh return key to skip this field. |
| 6. | (Memo Comment) Input the reason for this memo (Example: Input the AR# or Sales Invoice # you are reflecting). |
| 7. | (Name) Display only. The system displays the customer name when the customer number is entered in field 3. |
| 8. | (Street) Display only. The system displays the customer address when the customer number is entered in field 3. |
| 9. | (City) Display only. The system will display the customer city when the customer number is entered in field 3. |
| 10. | (State) Display only. The system will display the customer state/provice when the customer number is entered in field 3. |
| 11. | (Zip) Display only. The system will display the customer zip/postal code when the customer number is entered in field 3. |
| 12. | (Will This Memo Affect '1'-Inventory, '2'-Expense, '3'-Asset) Input the number that would reflect this memo. |
| 13. | (Will This Memo Reduce or Increase Receivables) Input an "R" to reduce the receivable or an "I" to increase the receivable. (Example: Input an "R" to reduce when off-setting an accounts receivable, making the balance due zero (0). |
| 14. | (Amount of Memo) Input the total amount. |
| 15. | (C.O.A.) Input the chart of account # to be aplied to this memo. Input ?? to search for the chart of account number, or if unsure ask the accounting manager |
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