OpenPro Application Guide Accounts Receivables (AR)
Chapter 6: Control Information/Business Rules
Introduction
The Business Rules is located in Rules Setup/Business Rules. This has A/P Control Information selection, which contains basic information about the accounting setup of your Accounts Receivables package. The information contained in the Business Rules includes various functions in the Accounts Receivables package and supplies default values for other functions. This has information like the Default Accounts Receivables number, Next Invoice number, etc.
To Begin
To set up all of the defaults, go to the main menu, then click on “rules setup”. Then, once in the drop down menu, click on “Rules Setup” and “Business Rules” and you will be able to enter all the default information.
Default Information for Receivables
To fill out all of the default information for receivables you need to go to Maintenance. In order to get here, from the main menu, you click on “Receivables” and then on “Maintenance”. Before this is done, your Rules Setup Maintenance screens should have been already filled out and updated.
Another drop down menu will appear with the options of “Customer Class”, “General Receivables Templates”, and “Rebates”. The most important one that needs to be completed would be “Customer Class”. If you do not use Rebates, then you can bypass that transaction type.
In the Rules Setup Maintenance screen, you are able to default the options by clicking on whatever option you would like to default and enter in the desired default information.
