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Documentation > MAC-PAC Technical Library > Financial > Accounts Receivable > Programs > Customer Master Maintenance - Purpose

Customer Master Maintenance - Purpose

AR630E

The Customer Master Maintenance program (AR630E) is used to define bill-to and ship-to customers.  One record exists for each ship-to customer on the Ship-to Customer Address file (ARADDRP).  For each bill-to customer, one record exists on ARADDRP, and another record exists on the Bill-to Customer file (ARCUSTP). 

The conversation displays the function select screen (AR630S01).  Based on which option is chosen from the screen, one or more of the screens will be displayed.  The following chart indicates what processing is performed for each option.  Detailed validation information is provided for each screen in the Accounts Receivable User Manual.  From any screen, the user may press F9 to call the Customer Master Inquiry program (AR800E).

 

Customer Maintenance Option

Screens Displayed

Processing

Add Ship-to

Sales Information 1

Screen is validated and record created on ARADDRP.  Status on file is active.  Partial screen is displayed for same function.

Add Bill-to

Sales Information 1
Billing Information

User presses Enter to move between screens.  Screens are validated and records are created on ADRADDRP and ARCUSTP.  Status on both files is active.  Partial screen is displayed for same function.

New Customer Setup

All

User presses Enter to move between screens.  Screens are validated and records are created on ARADDRP and ARCUSTP.  Status on both files is active.  Partial screen is displayed for same function.

Change Sales Info 1

Sales Information 1

Screen is validated and ARADDRP is updated.  Partial screen is displayed for same function.

Change Billing Info

Billing Information

Valid only for bill-to customers.  Screen is validated and ARCUSTP is updated.  Partial screen is displayed for same function.

Change Credit Info

Credit Information

Valid only for bill-to customers.  Screen is validated and ARCUSTP is updated.  Partial screen is displayed for same function.

Change Draft Info

Draft Information

Screen is validated and ARCUSTP is updated.  Partial screen is displayed for same function.

Change Sales Information 2

Sales Information 2

Screen is validated and ARADDRP is updated.  Partial screen is displayed for same function.

Change User-Defined Fields

User-Defined Fields

Screen is validated and ARADDRP is updated.  Partial screen is displayed for same function.

Copy Ship-to

Sales Information 1

Screen is displayed with information from reference customer.  User can change data.  Screen is validated and record is created on ARADDRP.  Status is active.  Partial screen is displayed for same function.

Copy Bill-to

Sales Information 1
Billing Information

Screens are displayed with information from reference customer.  User can change data.  Screens are validated and records created on ARADDRP and ARCUSTP.  Status on both files is set to active.  Partial screen is displayed for same function.

Reactivate Ship-to

Sales Information 1

Any changes are validated and updated on ARADDRP.  Status is changed to active on ARADDRP.  Partial screen is displayed for same function.

Reactivate Bill-to

Billing Information

Valid only if customer had previously been defined as bill-to customer and subsequently marked inactive.  Any changes are validated and updated on ARCUSTP.  Status is changed to active on ARCUSTP and ARADDRP.  Partial screen is displayed for same function.

Deactivate Ship-to

Sales Information 1

Valid only if customer had previously been defined and subsequently marked inactive.  Any changes are validated and updated on ARADDRP.  Status is changed from active to inactive on ARADDRP.  If record also exists on ARCUSTP, status is changed from active to inactive.  Partial screen is displayed for same function.

Deactivate Bill-to

Billing Information

Valid only for bill-to customers.  Any changes are validated and updated on ARCUSTP.  Status is changed from active to inactive on ARCUSTP.  Status on ARADDRP is not changed.  Partial screen is displayed for same function.

Delete Ship-to

Sales Information 1

Validates that customer has no outstanding balance.  Record is marked for deletion on ARADDRP and ARCUSTP.  Partial screen is displayed for same function.

Delete Bill-to

Billing Information

Valid only for bill-to customer.  Validates that customer has no outstanding balance and is not a corporate customer.  Partial screen is displayed for same function.

 

AR630E Program Menu