File - Debtor - Order No's (v2.8)

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File - Debtor - Order No's (v2.8)

Some debtors require Micronet invoices to be processed with an order number that they supply. You use the Debtor File Update screen - Order No's tab to maintain order numbers for a customer. You can also select whether order numbers are mandatory for this customer, in which case users can only process orders for this customer if they enter an order number.

Technical Tip

You can only access this tab if your user security is set to allow you to maintain debtor order numbers - that is, the Maintain Debtor Order Number field is set to Yes on the User File Update screen - MDS Security tab (refer to "Maintenance - Edit UserIDs - 4. MDS Security").

To maintain order numbers for a debtor:

Add a new debtor or open an existing one.

Refer to "Adding a New Debtor" or "Updating a Debtor".

Select the Order No's tab.

Micronet displays the Debtor File Update screen - Order No's tab.

In the Default Order No field, select whether order numbers are mandatory for this customer. Options are:

Not Mandatory - users can create invoices for this debtor without entering an order number
Mandatory - users must enter an order number when creating invoices for this debtor
Mandatory - By Date or Value - users must enter an order number when creating invoices for this debtor. Order numbers can only be used within a certain date range or up to a specific value.

If and you want to:

add an order number, select the Add button
insert an order number, select the line below where you want the order number inserted then select the Insert button
delete an order number, select the number then select the Delete button
edit an order number, double click on a number or select a number then press Enter.

If you selected to add, insert or edit an order number, Micronet displays the Debtors Order Number screen.

Complete the following fields:

	Field	Value
	Order Number	Enter the order number supplied by the customer.
	Type	Select the type of order associated with the order number. Options are: Single Use - the order number can only be used for a single Micronet invoice Limited by Amount - the order number is for a specific amount. An invoice where this order number is entered cannot go over this amount. Limited by Date - the order number can only be used within a specific date range.
	Start Date	If you selected Limited by Date in the Type field, enter or select a start date for the order number. If there is no fixed start date, leave this field blank.
	End Date	If you selected Limited by Date in the Type field, enter or select an end date for the order number. If there is no fixed end date, leave this field blank.
	Amount	If you selected Limited by Amount in the Type field, enter the amount associated with the order number.
	Amount Invoiced	Micronet displays the amount already invoiced against this order number.
	Order Reference	Enter any reference for this order number. This is a free text field, e.g. you may enter the person who supplied the order number, a date or any other relevant information.

Select the Accept button.

If you selected to add an order number, Micronet redisplays the Debtors Order Number screen so you can add further order numbers.

When you have finished entering order numbers, select the Cancel button.

Micronet redisplays the Debtor File Update screen - Order No's tab showing all the order numbers added.

Select FILE | SAVE.

Optionally, update orders held on file for this customer by selecting EDIT | UPDATE ORDERS.

Refer to "Debtor File Update Screen - Menu Options".