IdealWare Online Users Manual

SP3-05 S/P INQUIRIES
31590 Payment History Inquiry

 

PURPOSE

 

The payment history inquiry is used to display the payments that have been applied against a cash type sale.

 

Payment History inquiry is accessed from:

  • Sale Order Entry - Order modifications.
  • Order inquiry - Individual order display, additional options.

 

PROCEDURE

 

At either the order header display or the order inquiry additional options, enter "P""H" to display the order's payment history. The following window opens.

 

Example Payment History display:

┌────────────────────────────────────────────────────────────────────────────────┐
│04/15/08              ***** SALE ORDER HEADER ENTRY *****             TERM: Tm5 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│SMAN   JOHN BARKER            ORDERED DATE 01/28/08                             â”‚
│ORDER# 01-C100506             TO-SHIP DATE 01/28/08                             â”‚
│DOCUM  CASH SALE              TO-SHIP TIME                                      â”‚
│TYPE   CASH-CURRENT           SHIPPED DATE 01/29/08                             â”‚
│────────────────────────────────────────────────────────────────────────────────│
│B┌───────────────────────< 01-C100506 PAYMENT HISTORY >───────────────────────┐ â”‚
│N│SLIP#      BATCH   DATE    TIME       TOTAL       PAID  METHOD(S)           â”‚ â”‚
│A│────────────────────────────────────────────────────────────────────────────│ â”‚
│A│01-C1A9873  0078 08/04/15 16:46      100.00     100.00  VISA                â”‚ â”‚
│C│01-C1A9874  0078 08/04/15 16:47      264.80     264.80  CASH,VISA           â”‚ â”‚
│P│ACCUMULATED: CASH: 64.80  VISA: 300.00                                      â”‚ â”‚
│P│                                                                            â”‚ â”‚
│F│** CR TO CONTINUE: _                                                        â”‚ â”‚
│─└────────────────────────────────────────────────────────────────────────────┘-│
│SMAN      BARJO    SHIP PICK UP         CASH TOTAL    364.80  SUB-TOT    320.00 â”‚
│LEV R PST Y GST Y  SHIPPING INFO Y      AMT PAID(2)   364.80  P.S.T.      22.40 â”‚
│PST CODE           SHIPDOC PRT'D N      AMT OWING        .00  G.S.T.      22.40 â”‚
│CONT               INVOICE PRT'D N      DEP REQ'D        .00  DLVRY         .00 â”‚
│PO#                COMPLETE      N      COD METHOD            TOTAL      364.80 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** CR TO CONTINUE:

 

[Enter] to exit inquiry.

 

 

FIELDS

 

SLIP#

 

Cash till payment slip number.

 

BATCH

 

Cash till batch number.


DATE

 

Date of payment.

 

TIME

 

Time of payment.

 

TOTAL

 

Total amount of payment.

 

PAID

 

Total amount of payment by method(s) indicated.

 

METHOD(S)

 

Payment methods used.

 

ACCUMULATED

 

Total amount paid against order.