IdealWare Online Users Manual

SP2-06-04-07 S/P PROCESSING
31600 Sales Order Entry, Header Entry Credit to Purchase Sale

 

PURPOSE

 

An on-account sale for a credit to purchase customer has the following characteristics:

 

Document Type = ON-ACCOUNT SALE.

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

Order Type    = ON-ACCOUNT.

Bill-To Code  = "$" prefix.

 

A credit to purchase sale is an on-account sale where a credit to purchase customer code is specified at the BILL-TO code field. Before a credit to purchase sale can be generated, the credit to purchase customer must first be generated and a credit amount tendered. See 31601 - SALES ORDER ENTRY, HEADER ENTRY CREDIT TO PURCHASE ISSUE for information on creating a Credit To Purchase customer as well as an overview regarding credit to purchases. See 31561 - SALES ORDER ENTRY, PAYMENT PROCESSING - Credit To Purchase Payments/Refunds for information on applying payments or refunds against a credit to purchase account.

 

An already defined credit to purchase customer code, which has a "$" prefix, is used to create the sale. Shipping 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.

 

 

PROCEDURE

 

Example Credit to Purchase Sale Order Header display:

┌────────────────────────────────────────────────────────────────────────────────┐
│09/19/07              ***** SALE ORDER HEADER ENTRY *****             TERM: TE8 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│SMAN   JOHN BARKER            ORDERED DATE 09/19/07                             â”‚
│ORDER# 01-A100578             TO-SHIP DATE 09/19/07                             â”‚
│DOCUM  ON-ACCOUNT SALE        TO-SHIP TIME                                      â”‚
│TYPE   ON-ACCOUNT-CURRENT     SHIPPED DATE 00/00/00                             â”‚
│────────────────────────────────────────────────────────────────────────────────│
│BILL-TO  $JONEMIK SORT $JONEMIK         SHIP-TO  $JONEMIK CONTRACT              â”‚
│NAME     MIKE JONES                     NAME     MIKE JONES                     â”‚
│ADDR1    1555 IMPERIAL DRIVE            ADDR1    1555 IMPERIAL DRIVE            â”‚
│ADDR2                                   ADDR2                                   â”‚
│CITY     VANCOUVER    AREA              CITY     VANCOUVER    AREA              â”‚
│PROV     B.C.         PS CD V4E 1F4     PROV     B.C.         PS CD V4E 1F4     â”‚
│PH#      545-1155                       PH#      545-1155                       â”‚
│FAX#                                    FAX#                                    â”‚
│────────────────────────────────────────────────────────────────────────────────│
│SMAN      BARJO    SHIP DELIVERY        CASH TOTAL            SUB-TOT    114.36 â”‚
│LEV R PST Y GST Y  SHIPPING INFO Y      AMT PAID              P.S.T.       8.01 â”‚
│PST CODE           SHIPDOC PRT'D N      AMT OWING             G.S.T.       8.01 â”‚
│CONT               INVOICE PRT'D Y      DEP REQ'D             DLVRY         .00 â”‚
│PO#  N/A           COMPLETE      N      COD METHOD            TOTAL      130.38 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.