1. COMPUTER ACCOUNTING WITH MICROSOFT BUSINESS SOLUTIONS—GREAT PLAINS 8.0
CHAPTER 3 FLASH CARD SOLUTIONS

2. ENTER A CUSTOMER RECORD1.
From the menu bar, select Cards; Sales, Customer. The Customer Maintenance window appears. 2.
Complete the following fields: Customer ID, Name, Short Name, Statement Name, Class ID, Address ID, Contact, Salesperson ID, Territory ID, Type, Address/City/State/Zip Code/County, Phone/Fax, Shipping Method, Tax Schedule ID, and Payment Terms. Press <Tab> between fields. 3.
Click Accounts to see the account distribution. Close the Customer Account Maintenance window. 4.
After reviewing the information carefully, click Save. 5.
Close the Customer Maintenance window. 6.
Close all windows.

3. ENTER AND POST A SALES INVOICE1.
From the menu bar, select Transactions; sales; Transaction Entry. If necessary, select Sales/Invoice as the Document Type. 2.
Accept the default Number. 3.
Enter a description in the Description field and the date in the Date field. 4.
In the Customer ID field, select the customer and the address ID, Salesperson ID, and Territory ID fields are completed automatically. 5.
In the Cost field, type in the correct amount. 6.
In the Sales field type in the correct amount. 7.
Click on the expansion button in the Tax field. The Receivables Tax Entry window appears. Accept the defaults by clicking OK. 8.
Click Distribution; then scroll down to view accounts debited and credited. 9.
On the Sales Transaction Distribution Entry window, click OK. You are returned to the Receivables Transaction Entry window.
10.
To print the sales invoice, click Print. The Report Destination window appears.
11.
If necessary uncheck Printer and check Screen. Click OK.
12.
The Screen Output---RM Blank Document window appears displaying the Invoice.
13.
Close the Screen Output window.
14.
Proof the entries to the Receivables Transaction Entry window and then click Post. Remember, once you post you cannot make changes to the transaction.
15.
Close the Receivables Transaction Entry window. When the Report Destination window appears, select Screen as the destination, then click OK.
16.
After viewing the sales entry posting journals, close each report to return to the main screen.

4. ENTER A CASH RECEIPT FROM A CUSTOMER1.
From the menu bar, select Transactions; Sales, Cash Receipts. The Cash receipts window appears. 2.
In the Customer ID field select the customer. 3.
Enter the date of payment in the Date field. Click on the expansion button to observe the Posting Date and Document date in the Receivables Date Entry window. Click OK. 4.
Select Check, Cash, or Credit Card as the method of payment and enter the amount of payment. 5.
Click Distribution to view accounts debited and credited. Scroll down for detail then close the Cash Receipts Distribution Entry window. You are returned to the Cash Receipts Entry window. 6.
Click Auto Apply to automatically apply the cash receipt to the customer’s account. 7.
To post this cash receipt, Click Post. 8.
When you close the Cash Receipt Entry window, the Report Destination appears. Select Screen, then OK to see the posting reports. 9.
Close all windows.