NSCTLMN2 Accounts Receivable Global Setup 1

A/R Global Setup

 A/R Global Control

 Elliott Main Menu à Util Setup à Global Setup à Acct à  A/R Global Control

Figure 2C.1 shows the setup screen for A/R Global Setup.

Sales Tax Code Auto Assign By Zip Code

This feature allows you to automatically assign sales tax codes during Customer File Maintenance, and Ship-to file maintenance.  We have added a new file, Zip Tax Code File, for county, city, and local tax jurisdiction.  We have also added two fields in the existing state table file: STATE-TAXABLE-TAX-CODE AND STATE-NON-TAXABLE-TAX-CODE. 

During COP Ship-to file maintenance and customer file maintenance, if the taxable flag is “N”, then the default tax code for this record will come from the State-Non-Taxable-Tax-Code in the state table.  There will only be one tax code for this record.  However, if the taxable flag is “Y”, then the first tax code for this record will come from the State-Taxable-Tax-Code in the state table.  The system will then attempt to go to the zip tax code file to look up by zip code to find out if there should be another two tax codes.  If there are two other tax codes found in the zip tax code table, it will put in the second and third tax code fields.  In change mode, even if there is no change to the record, the system will still try to check if the tax code matches with the state and zip code entered.  If not, the system will prompt with a message to update with the new tax code.

Field 1.   Answer “Y” to enable this feature.

Default Non-Taxable Tax Code 

Field 2:   Answer “Y” if you wish to enable this function. 

Figure 2C.2 shows the State Table File with the two new fields:  Taxable Tax Code, and Non-Taxable Tax Code.

Customer Generic Search With City & State 

Field 3.   Answer “Y” to enable this feature.

This feature offers users the ability to do a generic customer search with the city and state being displayed.  In the original generic customer search, only the customer numbers and customer names were displayed.  With this feature, Customer’s City and State will also be displayed.  Users who have customers belonging to a chain or with the same name will find this useful. 

This feature gives users the flexibility of having many customers with the same name without having to worry about remembering the customers’ numbers.  This makes it simple when a customer calls in to check if an invoice has been paid.  The user does not need to know the customer’s number.  All that is needed is the customer’s name.  The user can then ask where the customer is located in order to identify the correct customer.


Figure 2C.5.  You can differentiate among customer names by city and state.

Use Tax-Exempt Expiration Date

This function allows you to create a tax-exempt record and define and expiration date for the tax exemption. 

Field 4.   Answer “Y” under enhancement setup if you wish to use this function.

City, State and Zip Code Lookup

This feature serves as a quick lookup for a city, state and zip code in the Customer File Maintenance, and Ship-to File Maintenance. The initial motive behind this feature is to let the system automatically fill the City and State information after the Zip Code uniquely identifies a location. Later, we expanded the capability of performing different types of lookups based on the information availability.

Field 5.       Answer “Y” to use this function.

Basic Information Needed For Lookup 

No matter what type of lookup the user plans to perform, he/she always has to provide some information for the system as a lookup base. The following table lists this piece of information for each type of lookup.     

            Lookup Type             Basic Parameter(s)

            City                          Zip Code

            State                         State Name

            Zip Code                      City

Automatic Fill-In of City and State

From time to time, the user may encounter a situation where he/she has a hard time understanding the city name that the customer addresses on the phone. When this kind of embarrassment occurs, the user may simply obtain the customer’s zip code to let the computer automatically fill in the City and State information. Although a zip code cannot always uniquely identify a city, a pop-up window with the closest answers will be available and visible to the user.

In Figure 2C.8, we use the Customer File as an example to perform this nice and convenient feature. We can bypass the entry of City and State to enter Zip Code, then press ENTER, and the corresponding information will automatically be filled in.

If the zip code entered cannot uniquely identify a location, pressing F7 in the ZIP code field will popup the City Search By Zip Code Window listing the ZIP Codes closest to your search. The user may verify with the customer to ensure the right entries.

Another situation the user may run into is that after the City and State fields are automatically filled in, he/she finds out the zip code is incorrect. Before the user can correct the zip code, he/she has to clear the City and State fields first so that when the new zip code is entered, the system will update those two fields with the right information accordingly.


Figure 2C.8 You have to enter a value to the Zip Code field to have the system fill in the City and State information. 

Use Customer Number Sequencer

This function allows you to use a counter to determine the next available customer number.  This is useful when you are entering a new customer record, and you do not remember the last customer number used.

Field 6.   Answer “Y” to this question if you wish to use this feature. 

Starting Customer Number

You will need to define the starting customer number.  This is the counter which will track the next available customer number.

Field 7.   Enter starting customer number.

Apply Cash for Invoice Not In A/R Open File 

This is a useful function when you want to enter and post a cash receipt and apply the cash to an invoice that has not been posted or created yet. 

Field 8.   Answer “Y” to enable this function.

Calculate Commission Due by Cash Receipt 

If you pay commissions on a cash receipt basis, this feature gives you the option of paying commissions based on fully paid invoices or as partial payments are received.

Field 9.                Select “F” for fully paid or “P” for partially paid.

If you set this flag to “P” then the default will be to include partial payments from A/R Open Item file when you calculate the commission. 

If you set this flag to “F” then the default will be to include only fully paid invoices when you calculate commissions. 

Whether your default is “P” or “F”, you have another chance when you run the Sales Commissions Due Report to decide during the calculation process. This flag simply serves as a default value for calculation.



Accounts Receivable

  1. ARMENU Accounts Receivable Package Overview
  2. Feature - Elliott AR ACH Processing
  3. How to Automatically Credit Check Order at Time of Pick Ticket
  4. Fine-Tuning Customer File Maintenance Security
  5. I Receive "No Open Item on File" Message When I Try to Reapply Open Credit or Payment in AR
  6. Can I Reapply a Payment to a Different Customer in AR?
  7. AR Aging Report - What's the Difference Between Py and Px Payment Type ?
  8. Avg Days Pay YTD in Customer File Calculation Issue
  9. Opn Ord Pick/Inv Amt Calculation Issue
  10. Auto Assigned Sales Tax Code by State and County
  11. How to Handle Sales Tax for Single Item with Caps Amount
  12. How to Subscribe a Customer Event by Salesman?
  13. Arizona Cities Not in Elliott for Sales Tax Code Auto Assign
  14. AR0111 Accounts Receivable Carrier File Maintenance
  15. AR0112 Accounts Receivable Carrier Mode Maintenance
  16. AR0113 Accounts Receivable Freight Rate File Maintenance
  17. AR0114 Accounts Receivable Freight Zone File Maintenance
  18. AR0120 Accounts Receivable State Table File Maintenance
  19. ARACTINQ Accounts Receivable Customer Account Inquiry
  20. ARACTMNT Accounts Receivable Account File Maintenance
  21. ARACTSUM Accounts Receivable Customer Account Summary Inquiry
  22. ARADJAUD Accounts Receivable Adjustment Auditing Inquiry
  23. ARADJSCN Accounts Receivable Adjustment Auditing Report
  24. ARAGEBAL Accounts Receivable Age Customer Accounts
  25. ARAGEMNU Accounts Receivable Aging Reports
  26. ARAPLYCR Accounts Receivable Re-Apply CR/DR Memos
  27. ARCALFCH Accounts Receivable Finance Charges Processing
  28. ARCNTMNT Accounts Receivable County Tax Code File Maintenance
  29. ARCRCMNT Accounts Receivable Credit Card Transacting Handling
  30. ARCRDSCN Accounts Receivable Credit Card Log Report
  31. ARCSHENT Accounts Receivable Cash Receipts Processing
  32. ARCSHSCN Accounts Receivable Cash Projection Report
  33. ARCTLMNT Accounts Receivable A/R Setup
  34. ARDBEXPS Accounts Receivable Export D&B Customer File
  35. ARDISSCN Accounts Receivable A/R Distribution to G/L Report
  36. ARECIMNT Accounts Receivable Customers and Contacts Import Utility
  37. ARHSTMNU Accounts Receivable A/R History Report
  38. ARINVSCN Accounts Receivable Print Service Invoices
  39. ARJBASCN Accounts Receivable Job Analysis Report
  40. ARJOBMNT Accounts Receivable Job Code File Maintenance
  41. I Can Only Enter A/R Cash Receipt for Cash or Check
  42. ARCUSMNT Accounts Receivable Customer File Maintenance
  43. ARLTRMNT Accounts Receivable Customer Mail Merge
  44. Feature - Prompt ACH Deposit Effective Date to Avoid Non-Business Day
  45. AROLOAD Accounts Receivable A/R Open Item File Maintenance
  46. ARPRDEND Accounts Receivable Clear A/R Accumulators
  47. ARPRGSCN Accounts Receivable Purge Closed Open Items
  48. ARRECENT Accounts Receivable Recurring Sales Processing
  49. ARSAMENU Accounts Receivable Sales Analysis Report
  50. ARSETBAL Accounts Receivable Set Customer Account Balances
  51. ARSHPMNT Accounts Receivable Ship Via Code File Maintenance
  52. ARSLMMNT Accounts Receivable Salesman File Maintenance
  53. ARSLSENT Accounts Receivable Sales and CR/DR Memo Processing
  54. ARSRCMNT Accounts Receivable Payment Source File
  55. ARSRVENT Accounts Receivable Service Invoice Processing
  56. ARSRVMNT Accounts Receivable Service File Maintenance
  57. ARSTMSCN Accounts Receivable Print Statements
  58. ARTAXMNT Accounts Receivable Tax Code File Maintenance
  59. ARTRMMNT Accounts Receivable Terms Code File Maintenance
  60. ARTYPMNT Accounts Receivable Customer Type File Maintenance
  61. ARSTLSCN Accounts Receivable Sales Tax Liability Report
  62. Incorrect Opn Ord Pick/Inv Amount in Customer File
  63. Feature - Customer Account Inquiry Reference Search
  64. Feature - Tax Freight Setup User Messages in COP Setup and Tax Code Maintenance
  65. ARFRMMNT Accounts Receivable Invoice Form Setup
  66. Feature - Customer Highest Balance YTD, Last Year, and Year Before Last Year
  67. Feature - Ship Via Group Support
  68. Feature - Scheduling ACH Payments
  69. How to Print A/R Aging Report by Salesman
  70. Feature - A/R Expanded Aging Report - Add "Show Open Items Only" Option
  71. Refund customer open credit / overpaid
  72. Feature - Add Acct Name to ACH Account Detail Screen
  73. Feature - ACH Add and Change Event
  74. Feature - Import A/R Cash Receipt Detail -- Add Ability to Process Multiple Customers for One Check
  75. Feature - A/R Commissions Due Reports - Additional Fields and CSV Support
  76. Feature - Age Customer Accounts When Cash Receipts Are Posted
  77. Feature - Validate Collector Against Salesman File
  78. NSCTLMN2 Accounts Receivable Global Setup 1
  79. NSCTLMN2 Accounts Receivable Global Setup 2
  80. NSCTLMN2 Accounts Receivable Global Setup 3
  81. NSCTLMN2 Accounts Payable Global Setup 1
  82. NSCTLMN2 Accounts Payable Global Setup 2
  83. NSCTLMN2 Accounts Payable Global Setup 3
  84. NSCTLMN2 Accounts Payable Global Setup 4
  85. NSCTLMN2 Accounts Payable Global Setup 5
  86. NSCTLMN2 Accounts Payable Global Setup 6
  87. NSCTLMN2 Accounting Global Setup: Index
  88. Accounts Receivable Cash Receipts Reports That Show Check Deposits for a Period of Time
  89. What Does the Asterisk Mean in A/R Account Inquiry?
  90. Refund Customer for Open Credit or Over Payment
  91. Feature - Defer Cash Receipts with Wildcard Batch Entry
  92. Feature - Exclude Debit Memos from Updating Customer Sales Ptd/Ytd
  93. Change - Sync Order Addresses in Customer Change Program
  94. Feature - Append Re-Apply Cr/Dr Memos Info To Log File
  95. Feature - Zone Breakdown Method by Freight Pay Code and State
  96. Feature - Enter Customer in Maintenance and Inquiry Event
  97. Feature - Added Phantom Locking to Customer File Maintenance
  98. How Do I Start to Collect Sales Tax for Other States?
  99. How Does Elliott Determine Sales Tax Codes?
  100. Why Are Customer Last Aging Date and Amounts Not Updated?
  101. Feature - Added a Generic Utility to Mass Update Customer by CSV
  102. Feature - Ship-to Special Function Support in Customer Maintenance/Inquiry
  103. Feature - Aging Reports to Default to Previous "Detail or Summary" Value
  104. Feature - Allow to Reapply a Check to an Invoice that was Applied to Before
  105. Feature - Add Support Customer Finance Charge Flag to the Mass Change Customer CSV Import
  106. Feature - Add Support for Customer Tax Codes to the Mass Change Customer CSV Import
  107. Feature - Payment History Inquiry
  108. Feature - Custom Receipt Comments in On-Line Credit Card Processing

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