Manual:Accounts Receivable: Difference between revisions
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[[Category:Applications]] | |||
=Accounts Receivable= | =Accounts Receivable= | ||
===Sales Order=== | ===Sales Order=== | ||
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:*'''Print Label''' – creates shipping label | :*'''Print Label''' – creates shipping label | ||
:*'''Create Pick List''' – creates pick list that can be printed to pick order for shipment | :*'''Create Pick List''' – creates pick list that can be printed to pick order for shipment | ||
:*'''Close Order''' – Changes <b>Close OR</b> flag to True on all Order Lines without impacting inventory counts and drops lines off open order lines report and open orders if all lines are closed | |||
:*'''Back Orders''' – generates a back order report showing what has shipped and what hasn't shipped | |||
'''Copy An Order''' | |||
#Navigate to the order to copy | |||
#Click the Other Actions icon (ellipses) on the Toolbar and select Copy Record | |||
#Click OK on the pop-up message to see the newly copied order | |||
===Open Orders=== | ===Open Orders=== | ||
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3. Check either box that applies and then click OK<br> | 3. Check either box that applies and then click OK<br> | ||
4. After clicking OK, you will then see the ReportPreview, which you can then either save or print.<br> | 4. After clicking OK, you will then see the ReportPreview, which you can then either save or print.<br> | ||
===Order Hold=== | |||
'''Menu Location:''' Inventory / Inventory Order / Order | |||
The Hold Open check box on the Order Screen is for filtering purposes. The Open Orders Report and the Purchase Orders List Report allow for filtering on orders that have the ‘Hold Open’ field on the Order checked allowing fulfilled orders to remain on these reports as if they were open. | |||
===Inventory Receipt=== | ===Inventory Receipt=== | ||
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:3. If necessary, put a comment on the invoice in the Comments box. | :3. If necessary, put a comment on the invoice in the Comments box. | ||
:4. The invoice is now created. From there, you have the following options: | :4. The invoice is now created. From there, you have the following options: | ||
::a. Create RMA | ::a. '''Create RMA''' - for returns a new order is created with a negative quantity to put item back into inventory | ||
::b. Single Print | ::b. '''Single Print''' – Reprints invoice | ||
::c. Print Labels | ::c. '''Print Labels''' – shipping labels | ||
::d. Select Quote | ::d. '''Select Quote''' – allows for manually linking of quote to invoice (used rarely) | ||
::e. Select Order | ::e. '''Select Order''' – allows for manually linking order to invoice | ||
::f. | ::f. '''Print ProForma''' – Similar to a packing slip (used for International Shipments) | ||
:: | ::g. '''Packing List''' – prints packing slip for shipment | ||
:: | ::h. '''Back Orders''' – prints list of back orders | ||
::i. '''Send Email''' – send invoice as an email | |||
The following are also options on the Inventory Shipment/Pick List | The following are also options on the Inventory Shipment/Pick List | ||
:1. Create ASN (Advanced Ship Notice) | :1. Create ASN (Advanced Ship Notice) | ||
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::*Open Orders | ::*Open Orders | ||
::*Aging Report – lists of everyone owing money | ::*Aging Report – lists of everyone owing money | ||
::*Statement – | ::*Statement – list of all invoices with amounts credited and what is still due | ||
::*Sales Tax Return – sales tax on total gross sales report | ::*Sales Tax Return – sales tax on total gross sales report | ||
::**See insight reporting / Accounts Receivable for all available AR reports. | ::**See insight reporting / Accounts Receivable for all available AR reports. | ||