Interprise Suite Community / Interprise Suite Community Forums / Questions and Comments About Features, Functions and Workarounds / Customer

Defaulting Custom Invoice

Donna — Mon, 01 Feb 2010 10:43:30 GMT

We have designed a custom invoice to use instead of the invoice which comes with Interprise Suite. Currently we are having to choose to print our custom invoice each time. Is there anyway to set the custom invoice as the default invoice?

Thanks,

Donna

"Unposting" an Invoice?

Greg Sergeant — Mon, 31 Aug 2009 13:26:55 GMT

Is it possible to unpost an invoice. We have run into this before. A user accidentally clicked the Save and Post button on an invoice. Is there any way to get it back?

Btw, I hope they change this design. All the other Save buttons have confirmation except the Save and Post. That is the one thing that you can't seem to undo and there is no warning.

Thanks
Greg

Setting up a drop fee for wholesale customers

Beeyoutiful.com1 — Wed, 30 Dec 2009 14:50:25 GMT

We are an internet and phone order business that also wholesales our products to Authorized distributors. We have a problem currently with our wholesalers purchasing from us and shipping directly to their customer without every having to touch the product. We would like to be able to charge them for having their purchases 'drop shipped' from us, without restricting our regular customers who may want to send a present to a friend or family member by having us ship directly to them.

Also, we would like to do flat rate shipping of one price for our retail customers and allow them to ship wherever they want without extra fees. But we want to be able to charge our wholesale customers actual shipping costs plus the fee for drop shipping to an address that is not their regular shipping address.

Any help would be appreciated. We are still in the setup phase of IS and have not gone live with our site yet.

Confirm Pick & Invoice

NAYLARD — Mon, 21 Sep 2009 12:19:07 GMT

Does anyone know if this is controlled by a view? If so, which one?

Thanks.

defaulting to a general ledger segment when placing an order

milyasm — Sun, 09 Aug 2009 10:15:47 GMT

How can we attach an accounting segment to a customer form so that when an order is placed by that customer, accounting code is picked up from the inventory but the segment is picked up from the customer setup. resulting in correct accounting code+segement combination for order lines.

Capture Credit Card Amount on Backorder

Matthew White — Mon, 27 Jul 2009 08:34:21 GMT

We start out with a sales order that has stock items and an item not in stock. We Authorize the credit card for the full amount of the SO. We invoice the SO to ship the in-stock items. When we post the invoice, the credit card is captured for the items shipped only and the system creates a backorder with the item not in stock.

When the item becomes available in stock and we want to ship the item, we turn the backorder into an invoice, but it seems we can't capture the remaining amount that was authorized on the original sales order. How do we go about paying off the invoiced backordered item?

Do we need to get a new authorization on the backorder? The only problem with that is we are not storing the credit cards. We need to use the remaining amount on the first Authorize from the SO.

Override Shipping Method on Sales Order

Matthew White — Mon, 20 Jul 2009 02:40:18 GMT

We set up a shipping method group and included various shipping methods. We defined the shipping method group in the customer class.

When we take phone orders, there are times we would want to offer a shipping method that is not part of the customer's shipping method group. How can we override the shipping method on the sales order so we can offer a different shipping method?

Sales Tax

Matthew White — Thu, 09 Jul 2009 13:06:42 GMT

Just wondering how we identify our sales within the state that require us to collect sales tax. I don't see a monthly sales tax report. How do we go about reporting our sales tax collections to the State?

Apply Credit Memo to Invoice

Matthew White — Thu, 09 Jul 2009 14:27:12 GMT

When we have an exchange transaction, we'll give the customer a Credit Memo for the returned product then create a new invoice to ship out the replacement item. We want to pay off the invoice with the credit memo but I can't see how to do that without receiving a payment or processing a refund.

County field not getting automatically updated

Kate — Tue, 07 Jul 2009 10:59:34 GMT

When you add a customer/prospect/lead via Interprise Suite's New Customer Wizard, the county is automatically filled in based on the zip code.

When a customer or lead row is added via the e-commerce portion, that trigger doesn't seem to kick in. So nobody entered via the website (which is most of the records) have the county entered.

Is there some setting or some utility that can be run to update the county field based on zip code?

New Web customers not showing up under customer module/active customers tab

Christian Byrne — Mon, 18 May 2009 15:38:25 GMT

I was recenlty doing some testing of the customer functionallity and noticed that when i create an account via the website and then go to the customer module i do not see that customer under the active customers tab. Am i correct in assuming this has something to do with the default ecommerce? Please any help would be greatly appreciated.

Christian

Address Formatting

David — Wed, 13 May 2009 03:27:07 GMT

I can't seem to find a way to globaly change address formatting (on screen). I guess I can do anything I like in print.

Interprise, either via web or back office, askes for a contact name when creating addresses. However I have not seen it used in any documents.

For example, If an account is created with the following info:

John Smith
JS Corperation
123 Ventura Ave
Ventura CA 90210
United States.

Interprise will only ever use:

JS Corperation
123 Ventura Ave
Ventura CA 90210
United States.

In Everest you can easily decide, country by country, what address format to use

Invoice Will Not Post if Any Amount in Other Field

BJ Dimes — Tue, 12 May 2009 15:44:54 GMT

A customer of ours just encoutered a problem while trying to post an invoice using the 5.3.1 version. After further investing, I found that if an invoice had anything in the Other field, you will receive the following error:

After researching I found there is missing logic in the PostCustomerInvoice Stored procedure. Its missing the logic that adds the other amount into the JournalDetail table. If you add the logic between the two comments to this stored procedure, the problem will be fixed (should start around line number 765):

----record accounts receivables: debit side***/
INSERT INTO [#accountingJournalDetail] (
[batchCode],[journalCode],[journalReference],[journalDate],[journalType],
[lineReferenceCode1],[lineReferenceCode2],[lineReferenceCode3],[lineReferenceCode4],
[customerCode],[vendorCode],[purchaseReceiptCode],[billCode],
[accountCode],
[taxType],[taxCode],
[itemCode],[warehouseCode],[salesInvoiceCode],[journalCodeReference],[journalLineNumReference],
[detailDescription],
[debit],[credit],
[currencyCode],[exchangeRate],
[debitRate],[creditRate],
[userCreated],[dateCreated],[userModified],[dateModified],[userCode],
[accountLineType],
[isCOGS],[isReverse])
SELECT @batchCode,[invoiceCode],[invoiceCode],[invoiceDate],[type],
[customerCode],'','','',
[customerCode],'','','',
[arAccountCode],
'NA','',
'','',[invoiceCode],[invoicecode],'',
[invoiceCode]+'/'+[customerCode] + CASE WHEN [isBatch] = 1 THEN '/Batch Invoice' + ISNULL('/'+[poCode],'') + ISNULL('/'+[salesRepOrderCode],'') ELSE '' END,
[total],NULL,
[currencyCode],[exchangeRate],
[totalRate],NULL,
@userCode,@today,@userCode,@today,@userCode,
'AR ACCOUNT CODE',
0,0
FROM [#customerInvoice]

-- Added the following logic to solve invoice posting bug
UNION ALL
SELECT @batchCode,[invoiceCode],[invoiceCode],[invoiceDate],[type],
[customerCode],[invoiceCode],'','',
[customerCode],'','','',
[otherAccountCode],
'Output Goods',[otherTaxCode],
'','',[invoiceCode],[invoiceCode],'',
[invoiceCode]+'/'+[customerCode]+'/Other',
NULL,[other],
[currencyCode],[exchangeRate],
NULL,[otherRate],
@userCode,@today,@userCode,@today,@userCode,
'OTHER SALES ACCOUNT CODE',
0,0
FROM [#customerInvoice]
-- End the bug fix

UNION ALL
SELECT @batchCode,[invoiceCode],[invoiceCode],[invoiceDate],[type],
[customerCode],[invoiceCode],'','',
[customerCode],'','','',
[freightAccountCode],
'Output Goods',[freightTaxCode],
'','',[invoiceCode],[invoiceCode],'',
[invoiceCode]+'/'+[customerCode]+'/Freight',
NULL,[freight],
[currencyCode],[exchangeRate],
NULL,[freightRate],
@userCode,@today,@userCode,@today,@userCode,
'FREIGHT ACCOUNT CODE',
0,0
FROM [#customerInvoice]

Customer Statements

Mlittman — Wed, 29 Apr 2009 06:03:43 GMT

Has anyone seen this problem...where the customer has MANY open docs and in the Customer Screen the aging is correct ..but on the statement it shows zero in all the summary fields?

Batch total report for incoming payables?

Eric Sooy — Fri, 24 Apr 2009 13:14:55 GMT

My accountant wants to implement a control where after a group of supplier invoices are entered, we can produce some type of report showing the total entered to double check the received invoice amounts. The purchase day book doesn't seem to be quite the answer. Anyone else do this type of process?

Sales Order Problems

Mlittman — Tue, 14 Apr 2009 06:57:39 GMT

Does anyone have a workaround for the following:

1) The ability to override the cost at the time of Order Entry. The Field is there ..but it does not allow you to override the cost. This is important in many cases.

2) I tried to add Quantity Back Ordered and Quantity Shipped to the Sales Order Detail Grid. The Fields show up in the User Role Interface..and let you place them..but when you save and go back in..the fields have been removed again. I spoke to support and they are not sure why this happens. I have a customer who needs this ability and it is critical to the way they process their Orders. Any Ideas?