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- Determine the GL Accounts that will be applicable to the Cancellation Fee and create these GL Accounts, if necessary.
- Typically, a cancellation fee will require an Accounts Receivable account and a Sales account, just like other products in Aptify.
- The GL Accounts service is in the Accounting application.
- See the " GL Accounts Setup and Use " chapter in the Aptify 5.5 Accounting & and Financial Systems Integration Guide for information on how to create GL Accounts.
- Open a new record from the Product Categories service.
- The Product Categories service is located in the Product Setup and Maintenance application.
- Enter Cancellation Fees in the Name field.
- Enter a Description, if desired.
- Enter General in the Default Product Type field.
- Add the GL accounts applicable to cancellation fees to the GL Accounts tab.
- See the "Adding GL Accounts to the Product Category" section in the " Product Categories and Types " chapter of the Aptify 5.5 Product Setup and Maintenance Guide for information on how to add GL accounts to a product category.
- See the "Adding GL Accounts to the Product Category" section in the " Product Categories and Types " chapter of the Aptify 5.5 Product Setup and Maintenance Guide for information on how to add GL accounts to a product category.
- Save and close the record.
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- Open a new record from the Products service.
- The Products service is located in the Product Setup and Maintenance application.
- The Products service is located in the Product Setup and Maintenance application.
- Enter a name for the cancellation fees in the Name field.
- Enter Cancellation Fees in the Category field.
- This is the category you created in Step 2: Create Cancellation Fee Product Category.
- The GL Accounts you specified for the category automatically flow down to this product.
- The GL Accounts you specified for the category automatically flow down to this product.
- Leave Type set to General.
- If you did not configure the GL Accounts for the Cancellation Fees Product Category, click the Accounting > GL Accounts tab and add an A/R account and a Sales account for the product.
- Save and close the record.
- Note that prices and other options are not applicable for a Cancellation Fee product record that is used for applying fees on a per order basis. If you want to use pricing rules or other pricing options, you must set up cancellation fees on a per product basis, see Setting Up a Cancellation Fee on a Per Product Basis for more details.
- Note that prices and other options are not applicable for a Cancellation Fee product record that is used for applying fees on a per order basis. If you want to use pricing rules or other pricing options, you must set up cancellation fees on a per product basis, see Setting Up a Cancellation Fee on a Per Product Basis for more details.
- Close and reopen the Aptify client application.
- Launch the Order Cancellation wizard and enter a test order to cancel.
- In Step 2 of the wizard, the Cancellation Fee information should now be available.
- In Step 2 of the wizard, the Cancellation Fee information should now be available.