Order Manager
Version 8
Order Manager
Version 8
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The Carry Forward system allows you to figure credits and balances from a previous order into the total of a new order.
The examples below explain the program behavior when system parameter AllowCarryForwards (in the Program group) is set to TRUE, and is a credit or balance due from one or more existing orders.
You can select 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.
You can choose to carry forward balances AND/OR credits to new orders created during the process. If you carry forward credits only, specify whether to move the full credit amount or just the amount sufficient to cover the total of the new order.
If filling a backorder creates a new order because original order was approved, and there is a balance on the original order, the program asks if you want the balance moved to the new order. If Yes, the full balance due from by the customer is calculated and reflected in the new order. If the original order has a credit, the program asks if it should move the entire credit to the new order or just the enough to cover the cost of the new order.
If there is a balance on the original order, the programs asks if it should move the balance moved to the new order. If Yes, the full balance due is calculated and reflected in the new order. If the original order has a credit, the program asks if it should move the entire credit to the new order, or just enough to cover the cost the new order.
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 lets you carry forward any balance or credit due from their most recent order to the new order.
CarryForwardsAddsNotes - Set to TRUE to have Monsoon Order Manager enter a note whenever a balance or credit is carried to another order. Notes are 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 Payment tab 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.
Created: 1/17/12
Revised: 6/30/15
Published: 08/19/15