ARM - Accounts Receivable Maintenance
Add/Change/Delete Accounts
To open ARM, press <Alt M> ("Menu") and follow the Menu path illustrated below, then press <Enter>, or simply enter <ARM> in the "Enter Program Name" field and press <Enter>.
Begin at the "Customer Profile" screen.
Customer Profile Screen Additional Information Screen
Add to Mail List:
After adding a new account, a window will appear which gives the option of having BSMGR automatically add the customer to the mailing list.
Yes = to add to the mail list.
No = to not add to the mail list.
Change or Delete a Customer Account
Change or Delete an account by entering the assigned account number, and the account information will be displayed. (If the account number is unknown, press <F3> for "A/R Lookup," choose the customer account needed, press <Enter>, then OK, and the information will be displayed.)
Customer Profile Screen Additional Information Screen Press <F5> for "Options" and choose Save to save the changes to the account, or choose Delete to delete the account. <Esc> will allow you to exit the account without saving or deleting. <Esc> again will allow you to exit ARM.
Options
If you select Delete, you will be asked, "Are you sure you want to delete?"
OK - will delete the account.
Cancel - will not delete the account.
Note: You cannot delete an account that is not clear. "Unable to delete, transaction on file." will be displayed. The balance forward must be zero, with no transactions for the current period.
