Enter Orders - Detail Tab

Access this tab using Activities>Accounts Receivable>Enter Orders.

Use this tab to enter line item details to make up the sales order. You must enter the charge code, order quantity, unit price, payment method, and amount received. The Charge Code information was created using Maintain>Accounts Receivable>Charge Codes.

 

Order Details Table

• Charge Code: Select a charge code from the drop-down list. You can select any charge code unless the calculation method is PA (Percent of Account Activity). These charge codes were created using Maintain>Accounts Receivable>Charge Codes.

Note: Freight charges must be a separate charge code.

• Description: The system displays the description for the Charge Code.
• Send to Fulfillment: Select this check box to send charge codes and freight to Sales Order Fulfillment.
• Order Quantity: Enter the quantity required for this order.
• Fixed Charge: The system displays the fixed charge. If the charge code's calculation method is VC (Variable Price per Customer), you can enter a fixed charge amount. (This was entered using the Maintain>Accounts Receivable>Charge Codes>Calculation Options tab.)
• Unit Price: The system displays a unit price or is blank. If the charge code's calculation method is VC (Variable Price per Customer), you can enter a unit price.
• Amount: The system calculates the amount by multiplying the Order Quantity and Unit Price and then adding the Fixed Charge for each Charge Code.

Payment Information

• Payment Method: Enter a payment method, such as cash, credit card, or check. Once entries have been saved, they are available for selection in the drop-down list.
• Amount Received: If the Cash Sale check box is selected on the Information tab, enter the amount received from the customer at the time the order was processed.
• Balance Due: The system displays the balance due, which is the amount that needs to be billed by Accounts Receivable Billing, using the calculation of the Total less Amount Received. For a Cash Sale, the balance due must be zero.
• Cash GL Account: If the Cash Sale check box is selected, enter the Cash GL Account number. This is required if the Amount Received field is greater than zero.
• Deposit Number: If the Cash Sale check box is selected, enter a deposit number. Note that once a Cash Sales Order is saved or committed, that deposit number displays for all future cash sales orders, until the form is closed. A deposit number is recommended for tracking purposes within the General Ledger.

Sub-Total: The system displays the sum of all amounts per charge code.

Sales Tax: The system displays the calculated sales tax, if applicable.

Total: The system displays the sum of the Sub-Total plus the Sales Tax.