Credit Prepayment Receipt - Review

Program/Screen: SAPOET/SAPOET8011

Description:

Use this screen to review a pre-payment credit, and to enter the amount due to the customer and the method of payment.

 

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Navigation

This screen is essentially the final screen for the Credit Pre-payment Receipt program.  Review the details.  If you need to correct anything, press F12 to move back a screen.  Indicate whether you want to print and fax/e-mail the credit, and then enter the credit payment method code.

 

Unique Credit Pre-payment Receipt Screens

Credit Pre-payment Receipt - Launch

Credit Pre-payment Receipt - Review

 

Additional Program Screens

Fax/E-mail Window

 

Fields

Customer Number

Displays the unique number assigned to the customer.

 

Available Credit

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.

 

Currency

Displays the code for the currency to be used for the credit.

 

Billing Information

 

Name

The customer's name for billing purposes.

 

Address 1

Line 1 of the customer's billing address.

 

Address 2

Line 2 of the customer's billing address.

 

City

The city of the customer's billing address.

 

State

The state or province of the customer's billing address.

 

Zip

The postal code of the customer's billing address.

 

Phone

The customer's main billing phone number.

 

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Shipping Information

 

Name

The customer's name for shipping purposes.

 

Address 1

Line 1 of the customer's shipping address.

 

Address 2

Line 2 of the customer's shipping address.

 

City

The city of the customer's shipping address.

 

State

The state or province of the customer's shipping address.

 

Zip

The postal code of the customer's shipping address.

 

Phone

The customer's main shipping phone number.

 

Job Location

The location and the number associated with the job on the proforma invoice.

 

Print

Indicate if you want to print the credit.

 

Fax

Indicate if you want to fax and e-mail the credit to the customer.  If you enter Y, when you press Enter to finish your review of the credit, the Fax/E-mail Window appears.

 

Proforma Amount

Displays the total amount to credit against the proforma invoice.

 

Sales Tax

Displays the total amount of tax to be credited.

 

Total Invoice Amount

Displays the total of the credit including taxes and other miscellaneous credits.

 

Amount Due

Displays the amount that is due to the customer.

 

Method

Enter the code that represents the method used to credit the customer.

 

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.

F4

Search.  Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen.

F9

Accept Cash.  Not used.

F12

Cancel/Previous.  Exit the program or move back a screen.

F14 (Shift + F2)

Term Sale.  Not used.

F15 (Shift + F3)

Create Discount Jobs.  Create discount records for the job associated with this credit.

F18 (Shift + F6)

Apply Pre-payment Receipt.  Not used.

F24 (Shift + F12)

More.  Display more available function keys for the program.

 

 

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