CPR03MNT Customer Order Processing Customer User-Defined Code/Year File Maintenance
Customer User-Defined Code/Year File Maintenance
Application Overview
This file stores posted customer invoice history for the user-defined codes in 12-month buckets. Since this file is updated when COP invoices are posted to A/R, very little maintenance is required. The List function in the maintenance program serves as a powerful tool for analytical purposes.
Run Instructions
Select Yearly Cust User-Def Code from the pull down COP Maintenance window.
The following options are available:
- Select the desired mode from the file maintenance menu bar:
1. Add: Primarily used to add history to a given year for a customer by code.
2. Change: Used to update blank period buckets, (add historical data), and adjust dollar and quantity amounts for a customer by code.
3. Delete: Used for deleting a year for a customer by code.
4. List: Reporting features with a wide range of selection criteria for reporting and analytical purposes. The report layout format lists the Customer, Code, Year, Month, Sales Amount, Quantity, and Cost.
* Codes must be set up in the User-Defined Code file prior to performing any maintenance.
Selection Criteria For Data To Be Reported
Report Example for Cust. 100 for Code COOP
Related Articles
ARCUSMNT Accounts Receivable Customer File Maintenance
Customer File Maintenance Application Overview The Customer File is a very important file. It stores the basic information about every customer you do business with. Almost every major application in the A/R package uses the Customer file to ensure ...ARTAXMNT Accounts Receivable Tax Code File Maintenance
Tax Code File Maintenance Application Overview When you are setting up your Customer file, you will be asked to enter a Tax Code for each customer who is taxable. This tax code will designate what sales or other tax is to be charged when he purchases ...ARSHPMNT Accounts Receivable Ship Via Code File Maintenance
Ship Via Code File Maintenance Application Overview When you are setting up your Customer file, you will be asked to enter for each customer a Ship Via Code. This code will designate the usual method that you use for shipping purchased goods to this ...ARTRMMNT Accounts Receivable Terms Code File Maintenance
Terms Code File Maintenance Application Overview When you are setting up your Customer file, you will be asked to enter for each Customer a Terms Code. This code will designate the usual payment terms you have given this customer for payment on his ...CPR02MNT Customer Order Processing User-Defined Code/Year File Maintenance
User Defined Code/Year File Maintenance Application Overview This file stores posted invoice history for the user-defined codes in 12-month buckets. Since this file is updated when COP invoices are posted to A/R, very little maintenance is required. ...