This form corresponds to the details form for an entry on a Payments record's Payment Lines tab. The appearance of the General Tab tab varies depending on whether or not the currency of the payment matches the currency of the order.
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- Entire Order: The payment and payment line apply to the entire order. If the amount is less than the outstanding order balance, then Aptify applies the payment -proportionally among the order items.
- Order Line: If the payment line applies to a specific order line, select this option and enter the appropriate order line in the Order Detail field.
- Shipping: Select this option if the payment line applies to shipping charges only.
- Handling: Select this option if the payment line applies to handling charges only.
- Tax: Select this option if the payment line applies only to the sales tax amount on the order.
- New Order: Select this option for pre-paid deposits or advanced payments. See "Recording Prepaid Deposits" on page 329 for for details.
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Discuss this requirement with your accounting department as necessary. If the products on an order have different Account Receivable (A/R) accounts and you apply a partial payment to the entire order, Aptify proportionally credits all of applicable A/R accounts. However, if you specify a single order line, the system credits only the A/R account associated with that line's -product. |
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Conversion Adjustment (Check Box)
When checkedselected, the system calculates a Conversion Adjustment between the calculated payment amount (based on the latest currency spot rate) and the actual Payment Amount. When uncheckedcleared, the system automatically update the Amount when the Payment Amount changes based on the applicable currency spot rate and vice versa.