IdealWare Online Users Manual

SP2-07-02 S/P PROCESSING
31565 Sales Order Entry, Misc. Convert Orders

 

PURPOSE

 

From time to time you may need to convert a cash type order to an on-account type order and vice versa.

 

 

PROCEDURE - CONVERT FROM CASH TO ON-ACCOUNT

 

1. Access BILL-TO code

 

Select [F5] at the ORDER HEADER MODIFICATION OPTIONS prompt of the order header screen. See 31557 - SALES ORDER ENTRY, HEADER MODIFICATIONS.

 

2. Change BILL-TO code from CASHSALE

 

Enter a BILL-TO code other than CASHSALE. See 31595 - SALES ORDER ENTRY, HEADER ENTRY FIELD DEFINITIONS: BILL-TO. The following prompt displays.

 

>> THIS SALE WILL BE A CHARGE SALE - PRESS F3 TO BACKUP OR CR TO CONTINUE:

 

[Enter] to convert cash type order to on-account type order.

 

[F3] to not convert order type and return to BILL-TO field.

 

If a cash type order has an AMOUNT PAID not equal to zero you can not convert it to an on-account type order. the following prompt displays. You can convert the order only if you first refund the payment in full. See 31561 - SALES ORDER ENTRY, PAYMENT PROCESSING.

 

 

>> AMOUNT PAID ON INVOICE - CANNOT CHANGE BILL-TO CODE - PRESS CR:

 

[Enter] to clear alert and return to BILL-TO field.

 

 

PROCEDURE - CONVERT FROM ON-ACCOUNT TO CASH

 

1. Access BILL-TO code

 

Select [F5] at the ORDER HEADER MODIFICATION OPTIONS prompt of the order header screen. See 31557 - SALES ORDER ENTRY, HEADER MODIFICATIONS.

 

2. Change BILL-TO code to CASHSALE

 

Press [F1] to change the BILL-TO code to CASHSALE. This cannot be manually entered. See 31595 - SALES ORDER ENTRY, HEADER ENTRY FIELD DEFINITIONS: BILL-TO. The following prompt displays.

 

>> THIS SALE WILL BE A CASH SALE - PRESS F3 TO BACKUP OR CR TO CONTINUE:

 

[Enter] to convert on-account type order to cash type order.

 

[F3] to not convert order type and return to BILL-TO field.