Sales
Order/Invoice Maintenance/Credit Memo - Review
Program/Screen: SAPOET/SAPOET80
Description:
Use this screen to review the details of the sales order/credit memo before making the final save and writing the order.
Click a link to advance to that section of the topic.
Navigation
This screen is essentially the final screen for the Sales Order/Invoice Maintenance/Credit Memo program. If you are delivering items, the Truck Dispatch screen might display after you press Enter on this screen.
Unique Sales Order/Invoice Maintenance/Credit Memo Screens
Sales Order Maintenance - Launch
Sales Order/Invoice Maintenance - Customer Information
Sales Credit Memo - Customer Information
Additional Customer Information
Sales Order/Invoice Maintenance/Credit Memo - Item Information
Sales Order/Invoice Maintenance/Credit Memo - Review
Additional Program Screens
Fields
Displays the unique number assigned to the customer.
Displays the amount of credit currently available to the customer. When the customer is over their credit limit, this amount displays as a negative number.
Displays the code for the currency to be used for the sales order.
Billing Information
The customer's name for billing purposes.
Line 1 of the customer's billing address.
Line 2 of the customer's billing address.
The city of the customer's billing address.
The state or province of the customer's billing address.
The postal code of the customer's billing address.
The customer's main billing phone number.
Shipping Information
The customer's name for shipping purposes. This is usually associated with the job attached to the sales order.
Line 1 of the customer's shipping address. This is usually associated with the job attached to the sales order.
Line 2 of the customer's shipping address. This is usually associated with the job attached to the sales order.
The city of the customer's shipping address. This is usually associated with the job attached to the sales order.
The state or province of the customer's shipping address. This is usually associated with the job attached to the sales order.
The postal code of the customer's shipping address. This is usually associated with the job attached to the sales order.
The customer's main shipping phone number.
Back to top
The location and the number associated with the job you selected for the sales order.
If a purchase order was entered in the selected job record, the number is displayed.
Indicates if the items on the sale order will be delivered.
If the sales items are to be delivered, this field displays the date of delivery.
The code that prints on the invoice when there are delivery charges.
Displays the amount you want to charge for delivery. This amount is billed to the customer at the time of the first invoice.
Indicate if you want to print the sales order.
Indicate if you want to fax and email the sales order to the customer. If you enter Y, when you press Enter to finish your review of the order, the Fax/E-mail Window appears.
Indicate if you want to invoice the sales order immediately with a Y, or enter N if you will invoice the order at a later time according to the customers usual invoicing terms. If you enter Y, the sales contract number that displays at the top of the screen after you save the record is the sales invoice number and has a sequence of 0001.
Sales amount
Displays the total amount for all items on the sales order.
Delivery charge
If applicable, this field displays the charge for delivery of the sales order.
Sales Tax
If applicable, this field displays the tax charged for the sales order.
Total invoice amount
Displays the total amount of the sales order by adding all of the amounts above this figure.
Accept Cash (F9)
Amount due
Enter the amount you collected from the customer (by cash, check, or credit card) against the total invoice amount.
Enter the code that represents the payment method for the amount you collected. If you do not know the code, position your cursor in the field and press F4 to search for it.
If the customer has various methods of payment for the amount due, enter a code of S, and the Split Payment Entry popup window appears where you can split the payment among multiple payment methods.
Function Keys
|
Function Key |
Description |
|
F1 |
Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level. |
|
F3 |
Exit. Exit the page or program. |
|
F9 |
Accept Cash. Add fields at the bottom of the screen to enter the amount collected and the payment method (cash, check, credit card). |
|
F11 |
Update Deposit. Advance to the Update Deposit program to enter an additional deposit for back ordered items on a cash contract. |
|
F12 |
Cancel/Previous. Exit the program or move back a screen. |
|
F13 (Shift + F1) |
Tax Breakdown. Advance to the Tax Itemization screen to review the tax breakdown for the rental contract. |
|
F14 (Shift + F2) |
Term Sale. Access the Term Sales popup window to enter the terms of the sale on credit such as the interest rate and the number of payments. You will only see this option if control record USETSL is set to allow term sales. If term sales are limited to only certain users, you must have security code Z45 in your user profile to enter them. |
|
F15 (Shift + F3) |
Create Discount Records. If applicable, create discount records for the job associated with this sales order. |
|
F16 (Shift + F4) |
Split Payment. If you use F9 to accept cash, and you enter a payment method code of S for split payment, you can use F16 to access the Split Payment Entry popup window again to make changes. |
|
F24 (Shift + F12) |
More. Display more available function keys for the program. |
Back to top