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Reconcile estimated cost to actual cost for freight and additional charges, optionally creating an A/P Bill.
Reconcile Freight/Additional Charges
If Estimated Charges were entered during the purchasing process, this utility is he...
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Sometimes a partial payment is paid to a vendor to lock in a specific price for product that will be purchased at a later date. An example of this might be prepaying $0.05 per gallon for Propane to the vendor which locks in an actual product cost ...
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If the prepay Purchase Order was created and paid in the prior year and it is preferred to recognize the loss in the prior year, set up a new general ledger account in the current year and the prior year called Recognized Inventory Value Loss of ...
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Using the price rollup feature on an Invoice allows charging for a seed treatment and displays the Products that were used in the treatment but excludes the Product prices and quantities. To exclude the prices of the seed treatment Products, crea...
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If using the Credit Management feature, collection form letters may be set up at Setup / A/R / Credit Letters .
These letters can then be sent to the Customers based on aging calculations and automatically log a cr...
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Credit Actions can be accessed at A/R / Manage Credit Actions or through the Credit tab on the Customer file. The Credit Actions area is like a tickler file. It can be used for collection purposes, such as entering payment promises, or it co...
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Setup
By Customer By Department
Multiple Salespeople can be added to a Customer profile in Agvance.
Selecting Sales. Overrides on the Customer Profile tab opens the Department Salesperson Overrides window.
He...
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Price overrides can be recorded in the database when a price is changed on a transaction. Additionally, a reason can be required to be entered. When this information is recorded, the Price Changes Log report displays the information.
Navigate...
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Q. When entering invoices, a warning or stop message displays indicating past due invoices although there are no open invoices for the selected customer.
A. The Invoice warning may be the result of a Recurring Invoice saved for the Customer...