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Carry Forward Credits and Balances Due

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Overview

The Carry Forward system allows you to figure credits and balances from a previous order into the total of a new order.

If the system parameter AllowCarryForwards (in the Program group) is set to True, and there are one or more credits or balances from a previous order or orders, the following occurs while performing these tasks similar to a note but tasks have an action assigned to a particular user. The security system must be enabled to use the task feature of the Order Manager.:

• Creating New Orders (Manual Entry and Point-of-Sale screens)

The user can select to mouse "left-click" on an object, usually a row in a table, in the context of Order Manager documentation one or more balances or credits to move forward to the new order. Both balances and credits are moved at their full value since the order's total is not known at this point. The actual "carry" does not take place until the order is "saved". If you cancel the order, no previous orders are affected.

• Filling Backorders (Fill Backorders screen synonymous with the Microsoft Access Form Object or user interface.)

The user can choose to carry forward balances AND/OR credits to new orders created during the process. If you carry forward credits only, the user can specify whether to move the full credit amount or just the amount sufficient to cover the total of the new order.

• Filling Backorders (View Orders screen)

If filling a backorder When an item is out of stock, preventing an order from being fulfilled, the program considers the item to be "backordered". If inventory tracking is enabled in the Order Manager, Manager, the program will to backorder items. creates a new order because original order was approved, and there is a balance on the original order, the user is asked if they want the balance moved to the new order. If Yes, the full balance due by the customer is figured into the new order. If the original order has a credit, the user is asked if they want to move the entire credit or just the amount sufficient to cover the total of the new order.

• Exchanges

If there is a balance on the original order, the user is asked if they want the balance moved to the new order. If Yes, the full balance due is figured into the new order. If the original order has a credit, the user is asked if they want to move the entire credit or just the amount sufficient to cover the total of the new order.

System Parameters settings in the Order Manager that enable users to configure the program integrate with their business operations. The Order Manager includes hundreds of System Parameters to do just that. To change a system parameter, go to the Maintenance Menu> Set System Parameters.

The following system parameters apply to the Carry Forward system:

• AllowCarryForwards - If TRUE, when you create a new order for an existing customer, the program will let you carry forward any balance or credit due from their most recent order to the new order.

• CarryForwardsAddsNotes - Set to True to have the Order Manager enter a note whenever a balance or credit is carried to another order. Notes electronic records, for internal use only, that contain additional details about program events, actions or customer information that are stored with order, customer, inventory and supplier records. Notes can be entered manually by the user or automatically entered by the program, based on parameter settings in some cases. will be recorded in the originating order and the destination order.

• CarryForwardType - Only used if AllowCarryForwards is TRUE. Set to Last to only allow carry forwards of balances and credits from the Last (most recent) order from the current customer. Set to All to all carry forwards from any order from the current customer.

• CarryFullCredit - Only used if AllowCarryForwards is TRUE. Set to True to have the program carry forward the full credit from the original order to the new order regardless of the new order's balance due. Set to false to carry the credit amount needed to cover the balance of the new order (assuming the balance due on the new order is less than the credit amount)

NOTE: Since the system "carries" credit card transaction information forward to new orders, the credit card transaction on the original order cannot be credited for its full face value (i.e., the amount captured against the card). The column "Remaining" on the CCTerminal/Credit Card Terminal indicates how much of the transaction's original value can be credited to the card from this transaction. Any transactions created by the carry forward system carry the ID number of its parent transaction (for tracking and troubleshooting purposes) and both transactions (the amount offset at the original order and the payment on the new order) are marked so they are not exported by the Accounting Export system.

Credit Card Terminal

Created: 1/17/12

Modified: 2/6/12

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