Customer Profile Screen

Account Number:

Add a new account by pressing <Enter>.  The computer displays "XXXXXX" for the account number.  After the name has been entered, the computer will then assign the customer an account number in alphabetical order with other accounts already on file. <Esc> will allow you to exit the account entry without saving. <Esc> again will allow you to exit ARM.

Opened:

The date the account is opened will be displayed after the information has been entered and saved.

Name:

Enter the customer's name.  If this is an individual, enter the last name with a comma, then the first name.  The comma will reverse the name when statements are printed.

Address 1, Address 2, City:

Enter the customer's address.  You may type in <C> or <city> on Address 2, and the name of your company's city will be inserted.

State and Zip Code:

Enter the state and zip code.  (NoteIf you enter the zipcode first, the city and state will automatically be entered.)

Telephone :

Enter the Telephone number.

Pastor, Assoc. Pastor, Secretary, Youth Pastor, Treasurer, College Pastor:

If this is a church account, enter the name of the Pastor, Associate Pastor, Secretary, Youth Pastor, Treasurer, and College Pastor.

Any of these titles may be changed as follows:

Go to SYStem, Environment and press <Enter> for a blank line.  According to which title you are changing, enter the desired one as indicated below, then a space, and then the new title.  Press <F5> and Save.  Exit BSMGR and reopen to make effective.

1. PRES Enter PRES to change the Pastor field.
2. V-PRES Enter V-PRES to change Assoc. Pastor.
3. SECRETARY Enter SECRETARY to change Secretary.
4. V-PRES2 Enter V-PRES2 to change Youth Pastor.
5. TREASURER Enter TREASURER to change Treasurer.
6. SUPERINTENDENT  Enter SUPERINTENDENT change College Pastor.

Example:    To change the Pastor field to read Minister,  the Environment line should read:    PRES MINISTER

Tax I.D. #:

Enter the tax ID number.

E-Mail:

Enter E-Mail address.  

Note:    If a customer wishes to receive statements/invoices by e-mail, the E-mail address must be entered here and the “E-Mail Statement/Invoice” field must be selected on the Additional Information screen.  Also, e-mail invoices require that the “Send Electronic Invoice” utility in the Schedule (“Scheduled Tasks”) program be checked.

Tax Rate:

Enter the tax type for this customer.

Mail Codes:

Enter mail codes that you have selected; such as, "I" for "Individual," "C" for "Church," "P" for "Pastor," "O" for "Organization," or "M" for "Music Teacher."  You may use up to three characters.  This will allow you to print labels for specific customers.

Credit Limit:

The Credit Limit will default to the amount set up on the company maintenance header ("ARHD"), or you may override the default by entering a different amount here.  When making entries in ARE ("Accounts Receivable Entry") or entries to A/R at POS, the credit limit will be displayed.

Open Item

The default in this field is for the Balance Forward method of Accounts Receivable.  However, if you will be using the Open Item method for this customer, you will need to click a check mark into this field.

Service Charge:

Select one of the following for the service charge code.

Statement Code:

Select a statement code for the customer.

Purchase Totals:

Period Three, Period Two, and Current Period - Indicates the total dollar amount of purchases for oldest period three, prior period two, and current period.  Whenever the option, "Age History Balances" in ARHU is run, the totals are automatically updated. These periods are used when printing labels for A/R customers, to limit labels to customers who have purchased a certain dollar amount.   As explained in ARHU, it is your choice to run the aging program monthly, quarterly, every six months, or yearly.

Balance Due - The current balance of the customer’s account will automatically be updated as charges, credits, adjustments, and payments are posted to the account.  (The SLAR will have to be run to post the changes from the Point of Sale.)  When you are making entries in ARE, the Current Balance will be displayed on the screen.

Press <F2> for Additional Information Screen,

or

Press <F5> for "Options" and select Save to save the new customer account.

Options