IdealWare Online Users Manual

SP2-06-04-05 S/P PROCESSING
31598 Sales Order Entry, Header Entry On-Account Sale

 

PURPOSE

 

F7 = ON-ACCOUNT SALE option creates an order with the following characteristics:

 

Document Type = ON-ACCOUNT SALE.

Document Code = A (3rd character of order number).

Order Type    = ON-ACCOUNT.

 

An on-account sale is an order in which a customer A/R account is debited for purchased merchandise. On-account sales are also created for merchandise credit type customers. Merchandise credit customers are temporary customers created for the purpose of generating an on-account credit. See 31600 - SALES ORDER ENTRY, HEADER ENTRY CREDIT TO PURCHASE SALE. All of the sales in the current order files for a customer increase the customer's committed balance. The committed balance is used for credit limit verification.

 

Payment is not applied to an on-account sale at the time of sale and the order will selectable via the order register & update program assuming that all other selection criteria are satisfied. See 31563 - SALES ORDER ENTRY, ORDER COMPLETION.

 

An already defined customer code or merchandise credit customer code is used when creating an on-account sale. However, address information can be modified on the order if required. Typically, this is done for delivery purposes. The sort code is automatically set to the customer's code. See 31586 - SALES ORDER INQUIRY.

 

The sales order entry program can be configured to take flyer pricing into account for cash sales only or both cash and on-account sales. Flyer pricing on any specific product will normally override any pricing level set for a customer, but your system can be configured to set either flyer price or contract price as the pricing that takes precedent.

 


PROCEDURE

 

Example On-Account Sale Order Header display:

┌────────────────────────────────────────────────────────────────────────────────┐
│09/17/07              ***** SALE ORDER HEADER ENTRY *****             TERM: TE7 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│SMAN   JOHN BARKER            ORDERED DATE 09/17/07                             â”‚
│ORDER# 01-A100561             TO-SHIP DATE 09/17/07                             â”‚
│DOCUM  ON-ACCOUNT SALE        TO-SHIP TIME                                      â”‚
│TYPE   ON-ACCOUNT-CURRENT     SHIPPED DATE 09/17/07                             â”‚
│────────────────────────────────────────────────────────────────────────────────│
│BILL-TO  DIVCON   SORT DIVCON   ()      SHIP-TO  DIVCON   CONTRACT DIVCON   1815│
│NAME     DIVINE CONSTRUCTION LTD.       NAME     MAJESTIC CONDOMINIUMS          â”‚
│ADDR1                                   ADDR1    1550 STEPHENS AVE              â”‚
│ADDR2    #505 - 9900 ACER STREET        ADDR2                                   â”‚
│CITY     VANCOUVER,   AREA              CITY     VANCOUVER    AREA              â”‚
│PROV     B.C.         PS CD V4F 1D4     PROV     B.C.         PS CD V5E 1F4     â”‚
│PH#      O:444-5555                     PH#      290-5566                       â”‚
│FAX#     545-4444                       FAX#     290-1122                       â”‚
│────────────────────────────────────────────────────────────────────────────────│
│OPER      BARJO    SHIP PICK UP         CASH TOTAL            SUB-TOT     28.59 â”‚
│LEV 2 PST Y GST Y  SHIPPING INFO Y      AMT PAID              P.S.T.       2.00 â”‚
│PST CODE           SHIPDOC PRT'D N      AMT OWING             G.S.T.       2.00 â”‚
│CONT               INVOICE PRT'D N      DEP REQ'D             DLVRY         .00 â”‚
│PO#  A1551112      COMPLETE      Y      COD METHOD            TOTAL       32.59 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│** SELECT MAIN OPTION (F12 FOR OPTIONS); CR TO EXIT SALE: ______                â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

FIELDS

 

The fields listed below are applicable for this type of order. See 31595 - HEADER ENTRY, FIELD DEFINITIONS for more detailed information regarding these fields.

 

SMAN             displays current salesman.

ORDER#           displays generated order number.

DOCUM            displays ON-ACCOUNT SALE.

TYPE             displays CURRENT if active, HISTORY if updated.

ORDERED DATE     defaults to current date, can be edited.

TO-SHIP DATE     defaults to current date, can be edited.

TO-SHIP TIME     defaults to null, can be edited.

SHIPPED DATE     defaults to 00000000, can be edited.

BILL-TO          requires entry.

SORT             defaults to BILL-TO code.

BILL-TO NAME     defaults to BILL-TO name.

BILL-TO ADDR1    defaults to BILL-TO address line 1.

BILL-TO ADDR2    defaults to BILL-TO address line 2.

BILL-TO CITY     defaults to BILL-TO city.

BILL-TO AREA     defaults to BILL-TO area.

BILL-TO PROV     defaults to BILL-TO province.

BILL-TO PS CD    defaults to BILL-TO postal code.

BILL-TO PH#      defaults to BILL-TO phone number.

BILL-TO FAX#     defaults to BILL-TO fax number.

SHIP-TO          defaults to BILL-TO code, can be edited.

CONTRACT         optional entry.

SHIP-TO NAME     defaults to SHIP-TO name, can be edited.

SHIP-TO ADDR1    defaults to SHIP-TO address line 1, can be edited.

SHIP-TO ADDR2    defaults to SHIP-TO address line 2, can be edited.

SHIP-TO CITY     defaults to SHIP-TO city, can be edited.

SHIP-TO AREA     defaults to SHIP-TO area, can be edited.

SHIP-TO PROV     defaults to SHIP-TO province, can be edited.

SHIP-TO PS CD    defaults to SHIP-TO postal code, can be edited.

SHIP-TO PH#      defaults to SHIP-TO phone number, can be edited.

SHIP-TO FAX#     defaults to SHIP-TO fax number, can be edited.

OPER             displays current operator.

LEV              defaults to pricing level, can be edited.

PST              defaults to Y, can be edited.

GST              defaults to Y, can be edited.

PST CODE         defaults to null if PST=Y, can be edited if PST=N.

CONT             displays contact name, can be edited.

PO#              optional entry.

SHIP             displays default shipping method.

SHIPPING INFO    requires entry if delivery.

SHIPDOC PRT'D    displays Y/N.

INVOICE PRT'D    displays Y/N.

COMPLETE         displays Y/N.

SUB-TOT          calculated.

P.S.T.           calculated.

G.S.T.           calculated.

DLVRY            displays amount.

TOTAL            calculated.