TABLE OF CONTENTS - Glossary of Terms
A La Carte: Refers to items such as charges or cash advances that can also be ordered separately, rather than only selected from a set package
BMP (Bitmap), JPEG, and GIF Image File Types:The BMP format is a commonly used raster graphic format for saving image files. Most images you see on your computer screen are raster graphics. Pictures found on the Web and photos you import from your digital camera are raster graphics. Since raster graphics need to store so much information, large bitmaps require large file sizes. Fortunately, there are several image compression algorithms that have been developed to help reduce these file sizes. JPEG and GIF are the most common compressed image formats on the Web, but several other types of image compression are available.
Case Accounts Receivable (Window):Not to be confused with the Contractee Accounts Receivable screen, this term refers to the accounts receivable window that is connected to an individual case.
Case Information Menu:This menu is only visible when you have the Case Information screen open (a.k.a. the Edit Case screen). The menu has two options: Tools and Forms.
Cash Advance:May also be known as "Cash Disbursement", these are items that are purchased by your business on behalf of the family.
Contractee:One of the persons responsible for paying for the funeral costs. Also known as the "Responsible Party".
Contractee Accounts Receivable (Screen):Different from the Case Accounts Receivable, this term refers to the accounts receivable screen found by clicking on the Accounts Receivable item on the Explorer side bar. This accounts receivable screen lists many contractees with their own balances.
Date Calendar Selector:These date select boxes are all throughout the program. To use them click on the down arrow, then use the calendar to select a date. Also, in some cases you can avoid the calendar altogether and type the date manually.
Derived Relationship:A relationship in the people screen is marked as 'derived' when the program automatically adds the person to the people screen. For example, if the surviving spouse of John Doe and his siblings are added to the people screen, then later on, the spouse passes away and is added to Mortware as deceased, John Doe's siblings will all be marked as 'derived' relationships (John Doe will also be added to the people screen, but will simply be the spouse of the decedent.)
Drop-down Box:A drop-down box is a type of field that is used throughout Mortware Pro. These types of controls are named because they expand downward to offer the user a variety of choices. As the user, you can click on them once to reveal your list of choices, and click a second time to chose one of the offered options.
Grid:The term 'grid' describes a control in the program that displays many rows of information and contains a heading name for each column. Often, you are able to click on a column heading to resort the list of rows according to the column name. First click sorts in ascending order, second click is descending order.
Invoiced / Uninvoiced (Item or Case):An item or case is considered 'invoiced' when an Invoice has been Posted in the Accounts Receivable section of Mortware Pro. Please note a case is not 'invoiced' by simply printing out an invoice on paper.
Merge Code:These are codes that are able to be replaced dynamically from various database fields. Each merge code must be surrounded by two @ (at) symbols. Merge codes are used within user-defined documents and designer folders and cards. The merge code: @dec_sur@, for example is able to retrieve the decedent's surname from whatever funeral case you are wanting to print a document for. Therefore, when a document is printed, John Doe's surname of "Doe", for example, is printed on the page, instead of the code @dec_sur@. For more help on working with merge codes, read "User-Defined Documents Explained".
Multiple View:'Multiple View Screen' refers to the screen you see when you first open up the Mortware program. From this screen, you have access to the Explorer side bar, the Button View, and the main menu.
Non-Stock (Inventory):The term 'Non-stock' is used to refer to inventory items that are not kept at the business regularly and are only ordered in when needed.
Package: The term 'Package' refers to a group of charges and/or cash advances that can sometimes include a package discounts.
Posted:1) Refers to the state of a case which has transactions associated to it already.2) Refers to a specific inventory item or charge that has been included in an accounts receivable invoice.
Stock (Inventory):The term 'Stock' is used to refer to inventory items that are kept on-hand at your business regularly. Stock items require serial numbers to keep track of which item is which. Serial numbers are typically given to an item when it is first received into inventory.