Company Maintenance
This article shows how to use Company Maintenance in xRMS. The program is used to create the Company Number, Company Name, Address, and Phone Number, and to configure System Defaults (including Day Structure), Accounts Receivable settings, and adjustment codes.
Main Process
Select the xRMS Main Menu.
Select the Customer Menu.
Select Company. The following screen displays.
Select Add to create a Company Number.
Enter a Company Number.
Enter a Company Name.
Enter an Address Line 1.
Enter an Address Line 2.
Enter a City.
Enter a State.
Enter a Zip Code.
Enter a Phone Number.
Select the System Defaults tab.
Select a Day Structure.
Enter an Invoice Number to start with.
Check Regular Route Switch (yes/no).
Select a default Customer Delivery Type.
Select a default Order Type.
Select a default Load Sheet Type.
Select the Accounts Receivable tab.
Autocash Allowed (yes/no).
Days Before Write-off.
Autocash-Max Open Allowed.
Autocash Process Sequence.
Autocash Check Duplicate Match (yes/no).
Max Auto Write-off Amount.
Autocash-Max Number of Invoice.
Autocash-Inc Negative Invoice.
Default Terms Code.
Default Payment Type.
Default Open Item Flag.
Default Billing Period.
Default Invoice Number Source.
High P/R Deduction Adj Code.
Select the Adjustment Codes tab.
Discount Adjustment Code.
Refund Adjustment Code.
P/R Deduction Adjustment Code.
Reserved Adj Code-Vending.
Adjustment Code-Driver Diff.
Adj Code-Autocash Partial Pmt.
Adjustment Code-Auto Adjust.
A/R Auto Adjustment-Max Amount.
A/R Auto Adjustment-Max Percent.