Main

Accounts

To add new, edit existing, or delete accounts, select Maintain | Accounts. 

Add a New Account

To add a new account, click the  New button. A blank form appears.

A valid entry only requires an Account Code and an Account Description.

• Account Code can be up to twenty (20) characters in length and is an alpha numeric field.
• Account Description can be up to forty (40) characters in length.

Enter a valid Account Code and Account Description. Click the  Save button to continue.

Additional flags include Inactive and Revoked.

• Inactive – When checked, the selected account is set to inactive. It will not appear in any drop down lists on other screens.
• Revoked - When checked, the selected account is set to revoked. It will still appear in drop down lists on other screens but no transactions can be processed against it.

To undo any changes click the  Undo button.

General

Ticket Type and Journal Ticket Type

When adding new accounts, the Ticket Type and Journal Ticket Type will automatically be set to use the ticket format set as the system default. Click the drop-down arrow to select a different ticket format file from the available list. The selected ticket format will be used for printed tickets.

Account Type

To minimize data entry, Interact contains one account table. Customer and Vendor accounts are added to the Account table. Use the Account Type to set the account as a Customer Only, Hauler Only, or Customer and Hauler.

Accounts can be defined at Customer Only, Hauler Only, or Customer and Hauler.

• Customer Only- This account type indicates the customer will hire other vendors to haul for them. The account can only be selected from the Bill-To drop-down list in the Weigh form. A different account must be selected as the Hauler to start the transaction
• Hauler Only – This account type protects the vendor from being charged for a product and receiving an invoice. They are hired by others to haul product for them. The account will appear in the Hauler list, but not in the Bill-To list in the Weigh form.
• Customer and Hauler – This account type indicates the customer owns their own trucks and will haul for themselves and possibly others. This account will appear in both the Hauler and Bill-To lists in the Weigh form.

Transaction Defaults

When creating accounts, default items may be set for each category. Default categories are intended to simplify weigh form processing. Default selections can always be changed during the transaction. Click the drop-down arrow to display a list of available items to choose from in each category.

Addresses

Up to three (3) addresses can be stored with each account. The labels for these fields can be modified in the Setup | Configure - Accounts section.

Messages

• Weigh Form - Enter a message in the field provided. When the Display Message box is checked the message will appear during a transaction when the account is selected in the Weigh Form.
• Invoice - Enter a message in the field provided. When the Print Message box is checked the message will appear at the bottom of the printed invoice.
• Statement - Enter a message in the field provided. When the Print Message box is checked the message will appear at the bottom of the printed statement.

Custom Fields

Custom fields can be used to store additional account information. This information can be printed on tickets or used when exporting data for other software application such as 3^rd party accounting systems.

Up to five (5) custom fields can be activated for the Customer account type and Hauler account type. If an account is set as a Customer and Hauler account type, up to ten (10) custom fields could be available.

To activate custom fields, select Setup | Configure - Accounts.

Editing and Existing Account

Changing the Account Code

To change the Account Code for an existing account, select the account from the list or use the search field. Make desired changes and click the  Save button. A window similar to the following appears.

• Click the Change existing code button to change the code and save.
• Click the Cancel button to not save changes and restore the original value
• Click the Make a copy instead button to create a new record. 

Changing the Account Description 

To change the Account Description for an existing account, select the account from the list or use the search field. Make desired changes and click the Save button. A window similar to the following appears.

• Click the Change description button to save the changes and return to the Account Table.
• Click the Cancel button to cancel all changes.

Delete an Account

To delete an Account, select the account from the list or use the search field and click the Delete button. A window similar to the following will appear.

Click Yes to delete the account.