ISTech Support Forum - Paid items don't show up

cmsk Senior Member Posts: 279	Paid items don't show up 08/28/07 at 07:24:27 Question, For the most part, we deal with purchase orders for items, but occasionally we take credit cards. It seems when an order is entered using the later, that it doesn't show up on the shipping schedule SO-O-E. Can anyone explain this please?!?!?
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David Waldmann Active Member Live to work, or work to live? Posts: 1919 Gender:	Re: Paid items don't show up Reply #1 - 08/28/07 at 10:07:42 How is the process or setup different than PO orders?
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Lynn_Pantic Administrator evolution (n) - gradual change to a different form Posts: 5663	Re: Paid items don't show up Reply #2 - 08/28/07 at 10:46:48 Only thing I can see in SO-O-E that would exclude them is if the customers paying by credit card are doing so because they are on credit hold, there is a setting in SO-O-E to include Customers on Credit Hold with a default of N. Do you get the orders on the report if you change that to Y?
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cmsk

Senior Member

Posts: 279

Re: Paid items don't show up
Reply #3 - 08/29/07 at 05:59:45

Quote from David Waldmann on 08/28/07 at 10:07:42:

How is the process or setup different than PO orders?

No Lynn, there is no Credit Hold -- actually saw and tried that.

The process is slightly different. I'm not the one doing this directly, so bare w/ me. Apparently the issue stems from the need to create and invoice for the CC customer, which is normally done when the order is ready to ship. To create the invoice, you need to Release the SO -- in turn, it appears that the Release takes the order off of the shipping schedule.

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GasGiant Administrator How can I help? Posts: 1517 Gender:	Re: Paid items don't show up Reply #4 - 08/29/07 at 06:08:25 So... since "release" == "ship", then DBA is working correctly, yes? We accept prepayments without releasing. We credit the customer account then, when the order is shipped, it causes a debit, to which we then apply the credit.
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cmsk

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Re: Paid items don't show up
Reply #5 - 08/29/07 at 08:02:37

Quote from GasGiant on 08/29/07 at 06:08:25:

So... since "release" == "ship", then DBA is working correctly, yes? We accept prepayments without releasing. We credit the customer account then, when the order is shipped, it causes a debit, to which we then apply the credit.

Hmmm, I'll run this by "those that actaully do it" and see what their take is. However, since it's not that common (currently) I don't see them making what seems like more work for themselves.

Thanks for the re.

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kevind

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Re: Paid items don't show up
Reply #6 - 08/29/07 at 09:08:42

We occasionally need to process a pre-payment from a customer. Understandably, they need some kind of invoice so that they can process the payment at their end.

What we have done is release the items to invoice, print then invoice, and then answer NO to did the invoice print OK. This prints a 'pro-forma' invoice, and assigns the invoice number to this order, but does not set up the invoice for posting. This gives the customer something to process the payment with. When they pay, we enter the payment as a customer Deposit. When we actually ship and invoice, we then print an invoice that includes the deposit amount and shows an amount due of $0.

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Kevin Damke
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Cyndee Pappas

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Re: Paid items don't show up
Reply #7 - 08/29/07 at 11:18:03

I have a modified SO-B acknowledgement RTM that says Pro Forma. It can be printed from either a quote or a sales order. The number will be the quote or so number, not the actual invoice number that it gets when we ship, but I haven't had any complaints. When payment is received, we enter as a deposit. When shipped, release and invoice as normal, applying deposit to invoice.

Kevin,
Do you go back and set the "ready to invoice" to No? If not, doesn't it print every time you print invoices? We say YES to print all not yet printed.

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kevind

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Re: Paid items don't show up
Reply #8 - 08/29/07 at 12:51:23

Our Sales people refuse to use the RTI as it is intended to be used.
(This is one of many 'Culture' problems I fight)

When we invoice, Accounting invoices each range of Sales Orders that were shipped.

The Release, Print Packing List, Invoice, Post process is combersome.
I would still like to see something like THIS to manage this process.

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Kevin Damke
Spectronics Corporation
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cmsk

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Re: Paid items don't show up
Reply #9 - 08/30/07 at 04:45:53

Quote from kevind on 08/29/07 at 12:51:23:

Our Sales people refuse to use the RTI as it is intended to be used.
(This is one of many 'Culture' problems I fight)

When we invoice, Accounting invoices each range of Sales Orders that were shipped.

The Release, Print Packing List, Invoice, Post process is combersome.
I would still like to see something like THIS to manage this process.

I can see that working well and is a great suggestion -- 3+ years and counting though.

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