Open topic with navigation
Edit: AR Codes
Make the following menu selections to display this page.
Setup—AR
Setup—AR
Codes—(select
an AR code)
Use this menu item to add AR Codes to the system.
AR Codes
are used to set up Customers. Below is a list of the AR Codes and possible
examples of each. Set up AR Codes to meet your organization's needs.
Customer Type
Examples: Commercial, Governmental, Residential,
Service Contract
Cycle
Examples: Annually, Monthly, Quarterly, Semi-Monthly,
Weekly
Location
Examples: City, County, East Side, North Side,
South Side, West Side
Priority
Examples: As soon as possible, Emergency, High,
Low, Medium, Routine
Salesperson
Examples: Amanda Cleary, David Dunn, Mila Nichols,
Patrick Zephram
Service Type
Examples: After Hours Service, Contract, Fee for
Service, Flat Fee for Service, Weekend Service
Fields
Edit: AR Codes
A red dot 
indicates a required field or
selection.
User Code
The read-only User Code, for example, "Customer
Type." This label is hard-coded into the system.
Description
The description of the User Code. The description
defaults to the label that is hard-coded into the system, but is editable
so that you can customize to your organization's needs.
The Description is used as the User
Code label in the AR Codes submenu that you just selected it from.
As it is used as a label the submenu, it cannot be blank.
Example:
For the default AR User Code "Customer Type,"
if you change the description to "Type," then "Type"
appears in the submenu after you save changes.
The submenu path would be:
Setup—AR
Setup—AR
Codes—Customer
Type (the default)
Setup—AR
Setup—AR
Codes—Type
(after the Description was changed and then saved)
Code/Description table
You can add AR User Codes to the selected EntityCompany
by completing Code / Descriptions lines here. A new line appears automatically
as you complete the fields in a line.
The codes that you add are shown when a user clicks on
the lookup for a field in the
setup Customers General tab.
You can add as many Code / Description combinations as
you need.
Code
Enter the AR code into the field, for example
CON (for Service Contract).
Description
Enter a description for the code just entered,
for example, Service Contract.
Entering a Code is optional, but if you enter
a Code then the Description is required.
Buttons
Click to delete a Code / Description combination.
Save
Click to save changes. The lookups on the Customer
General tab refresh to show any
changes.
Procedure
To Edit AR Codes
- Select Setup—AR Setup—AR Codes—(select a
code to edit). The Edit page appears for the code you selected.
- Note that the default
User Code cannot be edited; however the label for the default User Code
can be edited.
To change the label for the default User Code, edit the Description
field. This is optional.
- To add a code, in
the Code/Description table, enter a code and a description for the code
in the appropriate fields.
To edit a code, make changes to the Code/Description table as needed.
- Repeat the previous
step to add/edit Code/Description combinations in the table.
- When done adding
to or editing the Code/Description table, click Save.
Note
When you save, two things happen:
The Setup—AR
Setup—AR
Codes submenu refreshes to show any changes to the label
of the defaultUser
Code.
The Codes/Descriptions you added/edited in the table
are saved as options for the AP User Code's lookup
in the Customer setup General tab.
See
Also
User
Codes - Associated Pages