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Jim2® Business Engine Help File

The CardFile header records information relating to the card code, name, postal and delivery addresses, contact name, and type (customer, vendor, etc.).

 

cardfile types

 

The following fields and tick boxes appear in the CardFile header when on the Card tab (bottom left of form).

 

Field

Explanation

Card Code

A unique card code of up to 10 alphanumeric characters, including any of 0-9 A-Z . / - (excluding other special characters). Spaces will always be replaced by a full stop (.).

 

Click on Card Code, which will allow you to view the customer's debtor/creditor record or create a list of their projects (if licensed to use projects).

 

hover to view

ABN

The customer or vendor's ABN number.

Contact

Whilst you can directly enter a contact name, you can also select a name from the drop-down list of contacts that you have added in the Contacts tab in the footer.

Name

The customer, vendor or user name (maximum 100 characters).

Address

Enter the postal address of the customer, vendor or user (ie. a PO box address, if they have one).

Suburb

Enter the suburb.

State

Enter the state.

Postcode

Enter the postcode.

Country

This will default to your own country, but can be changed.

Delivery Address

The delivery (physical) address, suburb, state, postcode and country. If the delivery address is the same as the postal address, use the Button - Double Arrow Head to copy the relevant data across to the corresponding delivery address fields.

Acc Mgr

The account manager assigned to the customer (if you use account managers).

Groups

Any Groups attached to this card file.

Branch

If you use Branches, choose from the drop-down options.

SubBranch

If you use SubBranches, choose from the drop-down options.

GL Department

If you use GL Departments, choose from the drop-down options.

Type (left hand tick box)

Tick this box if the card file is a customer, vendor, user, ship and/or personal card file. Card files can have multiples ticked here, ie. can be a customer and vendor, etc.

Active tick box

Untick any (or all) box to disable that card file type. See warning below.

Checkbox (Selected)

Will only return results for what has been ticked.

Checkbox (Unticked)

Will not return results for any unticked boxes.

Checkbox (Partially Selected)

Will return results for either.

Parent Card#

Click on the ellipsis [...] to select the parent card if you have ticked Ship.

 

For information on the extra fields under the various tabs at the bottom of the form, please go to:

Customer

Vendor

User

Contacts

Transactions

Reports

Ship Cards

 

warning1

Once you have selected Customer, Vendor or User (any or all) as the card file type(s) and saved the card file, you cannot untick those selection(s). However, you can untick the Active box to make that particular type inactive. If desired, you can make any card file type inactive to effectively hide a card file that has transactions recorded against it (since you can only delete card files with no recorded transactions). See CardFile Merging & Deleting for information on how to delete card files which don't have any recorded transactions in Jim2.

 

Info

If a customer or vendor has been made inactive for any reason, whenever a user tries to use that card file, they will be prompted with a message:

 

inactive customer

 

Tip

Most Jim2 forms have hidden hyperlinks that can take you to another relevant form. The CardFile header has only one hyperlinked field: Card Code. If the card file is that of a customer, then the Card Code field will take you to that customer's debtor record. Similarly, if it's a vendor, you'll be taken to their creditor record. If the card file is both a customer and a vendor, you will have the choice to view debtors or creditors. More information about hyperlinks can be found here.

 

Further information:

Add a CardFile

Add A New User

Add CardFiles to Groups

Add Contact Details

Add Customer Details

Add Customer Specific Reports

Add Groups to a CardFile

Add Multiple CardFiles

Add User Details

Add Vendor Details

Auto Postcode/Suburb Lookup

Browse for a CardFile

Bulk Update CardFiles with BPAY Ref

CardFile Contact Types

 

CardFile Form Tabs

CardFile Form Tabs

CardFile List

CardFile Merging & Deleting

CardFile Options

CardFile Payment Terms

CardFile Price Levels

CardFile Reports

CardFile Security

CardFile Setup

CardFile Types

CardFiles

CardFiles at a Glance

Create a CardFile List

 

Export a CardFile List

Export Email Contact Report

Import CardFiles

Prepayments/Refunds

Quick Add CardFile

Reassign Users

Remove a CardFile

Set up Contact Types

Time Sheets

Timers and Labour

Use CardFile List Results

Update Multiple CardFiles

View CardFile Transactions

View or Edit a CardFile