Sales Credit Memo - Customer Information

Program/Screen: SAPOET/SAPOET21

Description:

Use this screen to enter or update the customer information specific to the credit memo. This information includes, but is not limited to, the associated purchase order number, sales representative, delivery charges, tax district, and delivery instructions.

Click a link to advance to that section of the topic.

Navigation
Fields
Function Keys

Navigation

This is the second screen in the Sales Credit Memo program. Enter customer information specific to the sales credit memo. From this screen, you can enter sales representative percentages, delivery instructions, and order comments, and you can access the Job Maintenance program.

Unique Sales Order/Invoice Maintenance/Credit Memo Screens

Sales Credit Memo - Launch

Sales Order Maintenance - Launch

Sales Order/Invoice - Launch

Clone Sales Order

Quote/Reservation to Order

Sales Order/Invoice Maintenance - Customer Information

Sales Credit Memo - Customer Information

Additional Customer Information

Sales Order/Invoice Maintenance/Credit Memo - Item Information

Sales Item Detail

Sales Order/Invoice Maintenance/Credit Memo Review

Additional Program Screens

Customer Job Entry

Sales Representative Split Maintenance

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.

Corporate Number

If applicable, this field displays the number of the corporate customer to which this customer is associated.

Corporate Available Credit

If applicable, this field displays the amount of credit available for this customer including the corporate customer's available credit.

Currency

Displays the code for the currency used on the sales order.

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.

Shipping Information

Name

The customer's name for shipping purposes. This is usually associated with the job attached to the sales order.

Address 1

Line 1 of the customer's shipping address. This is usually associated with the job attached to the sales order.

Address 2

Line 2 of the customer's shipping address. This is usually associated with the job attached to the sales order.

City

The city of the customer's shipping address. This is usually associated with the job attached to the sales order.

State

The state or province of the customer's shipping address. This is usually associated with the job attached to the sales order.

Zip

The postal code of the customer's shipping address. This is usually associated with the job attached to the sales order.

Phone

The customer's main shipping phone number.

Term Days

Displays the number of days of the standard payment term for this customer.

Job Location/Number

The location and the number associated with the job selected for the sales order.

P.O. Number

If a purchase order was entered in the selected job record, the number is displayed.

Net

This field displays based on settings in the USECOD control record. If that record is set to use the use code, and you are using the use code to set net rates, the label for this field is 'Net.'

If this field is 'Net,' and the value for Net means use book rates in the MANDSC control record is Y, you cannot change the rates on a manual contract.

Sales Representative

Displays the sales representative assigned to this sales order. If the system is set up to allow split commissions, you can press F2 to access the Sales Representative Split Maintenance screen.

Ordered By

Name of the person who placed the sales order.

Signature

Name of the person who signed for the order.

Tax District

The tax district code for this sales transaction. If you are integrated with a tax software package, the district may be based on the Delivery setting. If Delivery is set to Y, the shipping information is used for tax purposes. If it's set to N, the tax information comes from the location creating the invoice.

Taxes

Indicates whether taxes where charged on the sales order.

Original Tax Amount

If you are entering a credit memo, this field displays the amount of tax charged on the original invoice.

Credit Tax

If you are creating a credit memo, enter the amount of tax that you want to credit for this credit memo as a negative number. You must credit the full amount when working with a VAT credit memo.

Delivery

Indicate if the items on this sale will be delivered.

Original Amount

If you are entering a credit memo, this field displays the delivery amount charged on the original invoice.

Credit Amount

If you are creating a credit memo, enter the amount of the delivery charge that you want to credit for this credit memo as a negative number.

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.
F2	Representative Split. Advance to the Sales Representative Split Maintenance screen.
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.
F5	Billing. Not used.
F6	Add Job. Advance to the Job Maintenance program.
F7	Customer Comments. Toggle the Delivery Instructions area to display customer comments.
F8	Authorized Users. Toggle the Delivery Instructions area to display customers who are authorized to charge against this account.
F9	Delivery Instructions. Toggle the Customer Comments area to allow for entry of delivery instructions.
F10	Order Comments. Advance to the Order Comments screen to enter or review internal comments for the order. These comments do not print on the contract.
F11	Contract Price. Not used.
F12	Cancel/Previous. Exit the program or move back a screen.
F13 (Shift + F1)	Tax Override. Access the Partial Tax Override popup window and enter tax exempt reason codes at the state, county, city, or district level.
F17 (Shift + F5)	Additional Information. Advance to the Additional Customer Information screen where you can enter information like the customer's market segment, payment code, and billing code.
F20 (Shift + F8)	Update Comments. Advance to the Customer Comments screen where you can enter and update comments that were entered for a customer in Customer Master Maintenance.
F23 (Shift + F11)	Delete. Press F23 twice to delete a credit memo.
F24 (Shift + F12)	More. Display more available function keys for the program.