AR Tab

Individuals will have only one AR record, but can have multiple order entry records.  The AR record provides information that will be used for the majority of their orders, such as shipper.  You can change these specifics on the order entry record.

To view the AR Tab, Right Click on the Individual Screen and select Orders.

Note: This screen is for changing the billing address if it is different from the Individual’s. Additionally, the bottom of the screen is used to show you all orders the individual has made.

Field Descriptions

ID No.

SAMS automatically inserts the ID from the individual’s record. This can not be changed.

AR Type

Enter the default AR type for this individual. This is an open-ended field and you can enter whatever you want.  For example, if they will be buying advertising from you the majority of the time, enter “ADV”. This will help you when you are printing reports for breakdown information.

Sales Rep

Enters the initials of the sales person.

Tax Rate

Enter the default tax rate this individual will be paying.  This amount is entered as a percent.

Taxable?

Enter a check mark if this individual is taxable.

Bill To

SAMS auto-fills this information when you add this record. It is pulled from the Individual Record and can be changed.

Firm

SAMS auto-fills this information when you add this record. It is pulled from the Individual Record and can be changed.

Address 1, 2

SAMS auto-fills this information when you add this record. It is pulled from the Individual Record and can be changed.

City, St, Zip

SAMS auto-fills this information when you add this record. It is pulled from the Individual Record and can be changed.

Telephone

SAMS auto-fills this information when you add this record. It is pulled from the Individual Record and can be changed.

Shipper

Enter the initials for the primary shipping company.

Discount %

Enter the discount percent if any that will be given to this individual. The discount % will be carried forward on every invoice.

Interest %

Enter the interest amount that will be charged if payment of this invoice is late.

Billed

Summary of all outstanding invoice amounts.  The amount is automatically calculated and cannot be changed from this screen.

Paid

Summary of all outstanding invoices that might have a partial payment only.

Credit

Summary of all outstanding credits.

Balance

Summary of all outstanding invoice total amounts.

Terms

Enter the payment terms for this individual.  For example, due on receipt, net 30, etc.

Lookup Section

This grid allows you to see all invoices for this individual. To see the detail for each, click the plus sign next to each order. To select a specific order, double click on the one you would like to view.