How do I apply on-account money to a sales order?

To apply on account money to an open order, use one of the following methods.

1. 1. Through “back office” entry:

   1. Access the Maintain Customer Deposits (Deposit Maintenance/Refund) screen.

   2. Indicate the customer’s account number at the Customer Code field.

   3. From the grid, select the line with the on account amount you want to apply to an order.

   4. At the Action field, select Apply.

   5. At the Apply To field, indicate the order to which the money is being applied.

   6. In the Amount to Take field, enter the amount of on account money to be transferred to the open order selected.

   7. You can enter a comment in the Reason field for reference purposes.

   8. Click the Add button to update the dollar amounts displayed in the grid, and then click the OK button to finalize the money transfer.

   2. Through Enter a Sales Order:

   1. From within the Enter a Sales Order (Sales Order Entry) process, access the Payment tab.

   2. Click the Action button to the right of the Payments field. The Payment Summary Window displays.

   3. Next, click the Actions button at the bottom of the Payment Summary window and select Deposit Maintenance.

   4. The Maintain Customer Deposits (Deposit Maintenance) screen appears.

   5. Follow the “back office entry” instructions above to transfer the on account money to the order.