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| # | Description |
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1, Create Sales Quote and make order to convert to a Sales Order or create new Sales Order manually. | *For the Sales Order made from Sales Quote, Quote No. will have the value in Sales Order field.
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2, For the Sales Order, if the payment term requires prepayment, the field "Payment Control" will be checked automatically. *With this button turned on, users are not allowed to post Shipment / Invoice / both. |
Fill the prepayment % for this Sales Order if prepayment is required. Prepayment invoice needs to be posted before release the sales order.
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3, Post Prepayment Invoice |
Click "Yes". Prepayment Invoice % will be according to the field in Sales Order.
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4, After Posting the Prepayment Invoice, users can find the Prepayment Invoices created for this Sales Order. *Users may adjust the prepayment % and post again therefore there may be more than 1 Prepayment Invoice for 1 Sales Order. Order Status = Pending Prepayment |
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5, Settle the Prepayment Invoice: Users can settle the prepayment invoice by using Cash Receipt Journal Choose the Applies-to Doc. No. = PSIN2400003, and settled with Bank Account. User can refer to Cash Receipt Journal for more information. |
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| 6, Release the Sales Order, and unchecked the Payment Control box after the settlement of Prepayment Invoice has been done. |
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