Feature - Credit Memo Warning When Fully Paid

Release date: 9/14/2019

Version 8.5 & Up

Users can enter a new Credit Memo using COP, Order Entry, Change Mode,
and pressing F3 or F4 at the Order Number field.

 
When using the F4 option, the application allows the user to pick the invoice
to apply it towards. At the point when the user presses the F3 key to create the
credit memo, the application code will read the AR Open file  and determine the
balance for the apply-to (customer number and the invoice number the credit memo
will apply-to).


If this balance is zero, the following message will appear:

If the balance is less than zero, the following message will appear:

If the answer is "Y," the application will proceed. If the answer is "N," the
application will return to the field prior to pressing the F3 key to create the credit memo. 

When using the F3 option to create a credit memo based on serial number, the
application allows the user to enter an item number and serial number.


Once entered, the order is displayed and the user is prompted about the RMA.


After the order is displayed but before the RMA prompt, the application code will read the
AR Open file to determine the balance for the apply-to (customer number and invoice number the credit memo will apply-to).

 If this balance is zero, the following message will appear:

If the balance is less than zero, the following message will appear:

If the answer is "Y," the application will proceed. If the answer is  "N," the
application will abort back to the serial number entry field.

A credit memo may also be created using COP, Order Entry, Add Mode. This mode
is handled  in the following manner.


Once the apply-to number is entered and it is not zero, the apply-to number is used to read the invoice number in the Invoice Header file.  If found, the customer number from the Invoice Header file and the invoice number are used to read the AR Open file and determine the balance for the apply-to.

If this balance is zero, the following message will appear: 
 

If the balance is less than zero, the following message will appear:

If the answer is "Y," the application will proceed. If the answer is "N," the
application will return to the apply-to number field.

Modified programs: CP0101CI, CP0101CS, CP0101

DLM

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