About Order Entry Forms

This topic provides field-by-field information on every form used in the Aptify Order Entry application. The topic included here are intended for use as a reference for the various fields on any Orders or Payments form. The forms are in alphabetical order. Within each form, tabs are also addressed in alphabetical order.

Note that the fields marked as required in this topic are required at the entity level. In some cases, a required field may already have a default value so a user does not need to specify a value for these fields before saving the record. You can review the list of fields required at the entity level through the Desktop client by opening the appropriate Service Properties dialog (by right-clicking the service in the Navigation Bar and selecting Properties) and clicking the Fields tab.

The following forms are documented under this topic:

• About the Bulk Order Customers Form
• About the Bulk Order Product Overrides Form
• About the Bulk Order Products Form
• About the Bulk Orders Form
• About the Cancellation Reasons Form
• About the Credit Card Types Form
• About the Invoice Messages Form
• About the Order Balances Form
• About the Order Lines Form
• About the Orders Form
• About the Order Sources Form
• About the Order Status Types Form
• About the Order Types Form
• About the Payment Authorizations Form
• About the Payment Lines Form
• About the Payments Form
• About the Payment Status Types Form
• About the Payment Types Form
• About the Standing Orders Form

The following services appear in the Order Entry application but are described in other topics. Refer to the locations specified below for information on the following services:

• Contact Log Form: About the Contact Log Form.
• Subscriptions Form: About the Subscriptions Form.
• Tasks Form: About the Tasks Form.