The payment types are used within the Point-of-Sale system to assist the cost clerk at the time of invoicing. The payment types are entered against each parts or labour line on a service job to identify whether the labour item is chargeable to the customer or not. Furthermore, if it is chargeable to the customer, it may denote whether the customer is paying by cash, or alternatively whether the services are to be charged to a credit account. Payment types are referred to as Warranty/Payment codes on the Point-of-Sale form under the W code column.
Standard functionality exists that allows you to create and maintain records. The payment type holds against it a message body to describe the type of charge or method of payment, and a category type to designate which Sales Ledger Account types should be used with which payment types within Point-of-sale. If the combination of the SL account and the payment type is not valid, the Parts and Invoice status of the line in question are coloured red as a warning, and the Invoice status is set to Hold. However, the operator has the option to double-click the invoice status on the line to change the H status to I and invoice the line normally.
To access payment types:
The POINT OF SALE menu is displayed.
Select Miscellaneous options.
The SO MISCELLANEOUS OPTIONS menu is displayed.
Select the Payment types option.
The Payment types form is displayed.
The Payment Types form is displayed when you select the Payment types option from the SO MISCELLANEOUS OPTIONS menu. From this form you can create and maintain payment types.
Payment type: Enter a payment type. Typical payment types are as follows:
- C: Cash
- A: Account
- I: Internal
- W: Warranty
- P: Policy
Tip: Click the Ellipsis button
to search for a payment type.
Message body: This is a description of the type of charge or method of payment, such as Warranty and Policy charges, or Account and Cash payments. These descriptions are shown when selecting from the list of warranty/payment codes in Point-of-Sale.
Category types: These are the account types held on the Main details tab of the Sales Ledger accounts. For normal credit accounts, the Account types field is usually left empty. Therefore you would enter a # here for Account customers. A payment type may well have two or more account types, in which case type the letters without any spaces.
The W Code and Menu Code Facility
