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.
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Through “back office” entry:
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Access the Maintain Customer Deposits (Deposit Maintenance/Refund) screen.
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Indicate the customer’s account number at the Customer Code field.
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From the grid, select the line with the on account amount you want to apply to an order.
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At the Action field, select Apply.
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At the Apply To field, indicate the order to which the money is being applied.
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In the Amount to Take field, enter the amount of on account money to be transferred to the open order selected.
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You can enter a comment in the Reason field for reference purposes.
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Click the Add button to update the dollar amounts displayed in the grid, and then click the OK button to finalize the money transfer.
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Through Enter a Sales Order:
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From within the Enter a Sales Order (Sales Order Entry) process, access the Payment tab.
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Click the Action button to the right of the Payments field. The Payment Summary Window displays.
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Next, click the Actions button at the bottom of the Payment Summary window and select Deposit Maintenance.
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The Maintain Customer Deposits (Deposit Maintenance) screen appears.
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Follow the “back office entry” instructions above to transfer the on account money to the order.
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