About the Summary Area

The Summary area of the Order form displays aggregate information about the order, including the Order Type, Order Status, Payment details, the order total, balance due, and amount of tax charged. 

The Summary tab displays information that applies to the entire order, such as the order's Total and Balance. It also includes order-specific information, including:

• Order Type: This field specifies the order's type and can be accessed using :
• Regular: The majority of orders are regular. 
• Quotation: This option specifies a possible order but the customer has not yet committed to it. See Entering a Quotation for information on Quotation orders.
• Back-Order: This selection indicates that the order is a back order of another order. Note that Aptify only creates orders with a Back-Order type when the BackorderAR attribute is set to 0 (which is not the default setting). By default, back orders have an Order Type of Regular and an Order Status of Back-Ordered. See Placing Back-Orders and About Orders Entity Attributes for more information.
• Cancellation: This selection indicates that this order cancels all or part of a regular order. See Cancelling Orders for details.
• Order Status: This field displays the order's current status:
• Taken: The order has been created and saved but the items on the order have not yet been shipped to the customer (or the order has not yet been finalized if the order does not require a physical shipment). The Taken status also applies to Quotation orders. By default, a new order has a Status of Taken. A user cannot modify an Order's Order Status until after it has been saved.
• Shipped: The order has been shipped to the customer, or the order has been finalized (if the order does not require a physical shipment). Aptify automatically -creates General Ledger (GL) entries when an order is saved as Shipped.
• Back-Ordered: The products on this order are currently on back order. In general, Aptify automatically assigns orders the Back-Ordered status as needed when you partially ship an order. However, if all of the items on a new order are currently not in stock, you can change the status for a new order to Back-Ordered before saving it. See Shipping Orders and Placing Back Orders for details.
• Cancelled: The order has been cancelled before it has been shipped. See Cancelling Orders for details.
• Ship Partial: This button opens the Aptify Line Shipping dialog, which displays the order's order lines, the quantity on each order line, and the Inventory Location from which the order line's units will be deducted (if applicable).
• Payment Type: This field displays the payment type. The additional fields related to the Payment Type in the summary area will vary based on which of the available payment types is selected. See Managing Payment Types for additional information.
• Initial Payment Amount: This field is where you enter the amount that the customer is paying towards the order.
• Cash Control: If the payment is associated with a Cash Control Batch, enter the ID of the Cash Control Batches record in this field.
• Payment Schedule Type: This field is only available for orders that use a Purchase Order payment type or for orders that have a partial initial payment.
• Currency Type: The system automatically updates the Currency Type field to match the currency of the order. Note that if applying a single payment to multiple orders, all of these orders must share the same currency type. For information on Currency Types, see Defining Currency Types.
• Order Level: The order's GL Order Level. This selection determines which set of General Ledger accounts to use for the order. For information on GL Order Levels, see About Order Levels and GL Accounts for more information.
• Sub-Total: The sum of the extended price of the order's order lines, not including any tax or shipping charges.
• Shipping: This field displays any shipping charges that apply to the order. If the order includes shipping charges, you can click the Information button to the right of this field to open the details window that displays additional information about the order's shipping charges. See Understanding the Shipping and Handling Details Dialog for more information.
• Handling: This field displays any handling charges that apply to the order. If the order includes handling charges, you can click the Information button to the right of this field to open the details window that displays additional information about the order's handling charges. See Understanding the Shipping and Handling Details Dialog for more information.
• Tax: The sum of the sales tax applied to each of the order's order lines (as applicable). If the order includes sales tax, you can click the Information button to the right of this field to open the Tax Details window that displays additional information about how the system calculated tax for the order. See Managing the Sales Tax Infrastructure for more information.
• Total: The total amount of the order (the Sub-Total plus any Shipping, Handling, or Tax amounts).
• Balance: The balance due or balance owed on the order. Typically, this is the Total minus any payments made by the Bill To party.