6.4 Income Order Creation (06090m)

Share with a friend

All Accounts Receivable transactions require a “C” or Income Order as their anchor into the accounts. Thus a single cost allocation may have a number of Accounts Receivable processes attached. Each client requires a different Income Order - and a single Income Order may have many invoices and payments attached.

Project - Select the project that is generating the Income
Allocation - Select the Allocation associated with the income. For example if the Income Order related to the sale of Demolition Material recovered from your Project, then the Allocation you would choose here is not "2200 - Demolition", but rather it would be "1020 - Sale of Recovered Goods"
Stage - Select the Project Stage
Order package - A Future Enhancement {Will be Used in the Muli Estimating module when it is released}
Organisation - This is the client organisation who will be invoiced
Currency 223 - A Future Enhancement
Budgeted Income - This is the amount from your original estimate.
Commited Value - This is the amount you expect to receive. It is not necessarily the sam evalue as your invoice, as you may need to raise several invoices against this Income Order
Order Date - probably todays date
Credit Terms 324 - These are used on the Invoice - not the Terms stored in the Customet Tab on the Organsiation record
Discount 322 - A code representing the discount that will be used on the Invoices applied against this Order
Accounts Processing RPC - The Muli User in your accounts department who is authorising the Income Order
Template Id - You may have more than one template for the hard copy you rpoduce.
Note Order 210 - A facility to enable to to record details
Create a new document ? - Yes/No Unless you respond YES you will not have a document printed.
Template questions - These are questions asked at run time to populate fields on the document
Signature block - You can tailor your signature to reflect the differnt roles you have at your organisation