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Transaction Distribution Codes Set up codes for both charge and payment transactions. Please note:
Below are sample charge and payment codes. Each code may be up to four alphanumeric characters. T is a required code if you are using Execu/Suite PMS. Below are instructions for setting up transaction codes.
Print Control File
You may print the Transaction Codes. Go to Direct Bill > Print Control File, then at the prompt enter 1 (one) and press Enter. When you are finished, enter 0 (zero) and press Enter. Statement Messages Transaction Codes Data Dictionary Parameter Record
When you select the item, the cursor will move to that line. Enter a code for that item such as CONTACT or CUSTYPE. The code may be up to 7 characters. This code will be used by the report generator should you wish to use it. To set a credit limit, type $CREDIT. Press Enter. The cursor will move to the "DESCRIPTION" column. Type the description, which will display on the Customer Setup screen. The description may be up to 18 characters. Press Enter. The cursor will move to the "ITEM" column. Enter the item number based on the "ITEMS" list shown on the screen. Press Enter. The cursor will move to the "SEQ" column. Enter the sequence, between 1 and 13, to determine the order in which the selected item displays on the Customer Setup screen. Press Enter. The cursor will return to the "Ok?" prompt. Type Y to finish. To change an existing item or add a new one, enter the item number and press Enter. The cursor will take you to that item. Continue until you are finished. To delete an item, type DELETE in the "NAME" column.