You use this program to create and maintain a series of entries to be posted into the Accounts Receivable module on a given day of a particular month.
Typical uses of permanent entries are service and maintenance contract billings, equipment or property rental, and lease contract billings.
This program is used to define permanent entries and to attach them to individual customer accounts. A single permanent entry may be attached to more than one customer account.
The AR Post Permanent Entries program is used to post the entries.
| Field | Description |
|---|---|
| New | Select this icon to add a new permanent entry. |
| Delete | Select this icon to delete the entry currently displayed. |
| Save | Select this to save the details you entered or
changed. If you selected to maintain an existing permanent entry and you change the Day and/or Reference for the entry, a new entry is created. The reason is that the Day and Reference together uniquely identify the entry and these can therefore only be specified when adding an entry. |
| Day | This indicates the specific day on which the entry must
be posted against the assigned customer(s). You can only define this when you add a permanent entry. The Day forms part of the unique identity for the permanent entry and therefore cannot be changed once entered.If you are maintaining a permanent entry and you change the Day, then when you save the entry, a new entry is created. |
| Reference | This indicates the reference for the permanent entry.
You can only define this when you add a permanent entry. The Reference forms part of the unique identity for the permanent entry and therefore cannot be changed once entered. This reference is printed on the AR Invoice Register. If you are maintaining a permanent entry and you change the Reference, then when you save the entry, a new entry is created. |
| Play | Select this to use the Multimedia program to view multimedia objects defined against the entry. |
| Edit | Select this to use the Multimedia program to define multimedia objects against the entry. |
| Field | Description |
|---|---|
| Day | This indicates the specific day on which the entry must be posted against the assigned customer(s). |
| Reference | This indicates the unique reference for the permanent entry. |
| Permanent entry details | Enter the details of the permanent entry. |
| Invoice amount | Enter the amount of the invoice. If a foreign currency is specified, then this amount must be entered in the currency of the customer. |
| Cost amount | This indicates the cost to you of the entry if any. The Cost amount must be entered in the local currency. |
| Currency |
This indicates the currency of the entry. You can only assign the permanent entry to those customers whose currency code matches the currency code entered here. |
| Product class | Enter the product class to use for the entry. |
| Description | Enter text that can be printed on the invoice generated from the permanent entry. |
| Tax/GST details | |
| Tax by geographic area | This indicates whether tax by geographic area is required (Tax Options). |
| Tax code | Assign a tax code to the permanent entry, representing
the rate of tax applicable to the merchandise portion of the
invoice amount. If tax is required by geographic area (Tax Options) then the tax code for the geographic area held against the customer is used. The tax code defaults to A. |
| GST code | If your nationality code is defined as CAN, (System Setup) then enter the GST code for the permanent entry to represent the rate of tax applicable to the merchandise portion of the invoice amount. |
| Taxable | If your nationality code is defined as USA (System Setup) and you require either tax by advanced geocodes or the AVP sales tax system (Tax Options) then you can indicate that the merchandise portion of the invoice amount is taxable. |
| Entry details | |
| Entry type |
If required, you can change a permanent entry from one type to another (e.g. from Permanent to Temporary). This is useful in situations where a change in circumstances requires that the transaction is terminated earlier (or extended longer) than expected. |
| Permanent | Select this to post the entry against customers on a recurring basis. The entry remains on file until the expiry date is exceeded. |
| Temporary | Select this to post the entry once only against a customer. Once posted, the entry is deleted when next you purge records from within the AR Period End program. |
| Frequency of transfer |
The entry made here enables you to indicate how often (in months) you want the entry to be posted against the customer(s). For example: If the entry is to be transferred every month, then enter 1; if every 6 months, then enter 6; and if once a year, enter 12. This option is not available for temporary permanent entries. |
| Expires on | Select this to indicate an expiry date for the
entry. You can only indicate this for entries defined as permanent. If you select this option, then you indicate the specific date at which the permanent entry expires in the Expiry date field. If you do not select this option, then the entry is retained indefinitely. |
| Expiry date | This indicates the specific date at which the permanent
entry expires. This is the date after which the Purge function of the AR Period End program will delete the entry. |
| Next posting | When initially adding the entry you must enter the
month and year in which posting of the entry is to start.
If the entry has been transferred at least once already, then the date of the next posting is displayed. You should not alter the date unless you want to postpone the date of the next posting. |
| Calendar month | This indicates the calendar month in which the entry must next be posted against the customer(s). |
| Calendar year | This indicates the calendar year in which the entry must next be posted against the customer(s). |
You use this pane to specify the customer(s) to whom the entry must be posted. A permanent entry must apply to at least one customer.
| Field | Description |
|---|---|
| Add | Select this to add a customer to the list of customers to whom the entry must be posted. |
| Remove | Select this to remove the currently highlighted customer form the list of customers to whom the entry must be posted. |
| Apply to All | Select this to apply the entry you are currently maintaining to all your Accounts Receivable customers. |
| Delete All | Select this to remove all customers from the list of customers to whom the entry must be posted. |
| Customer | This indicates the code of the customer to whom the
entry must be posted. You can only assign the permanent entry to those customers whose currency code matches the currency code entered in the Currency field. |
| Description | This indicates the name of the customer and is displayed for information purposes. It enables you to verify that you entered the customer code you required. |
| Notes | Select this to add free format notes against the entry for the selected customer only. |
This enables you to add free format notes against the entry. These default notes are attached to all customers for whom the permanent entry applies.
These notes can be printed on the permanent entry invoice, by defining the print position for them in the Detail section of the AR Permanent Entries Format program.
You can assign notes selectively to customers using the Notes column against selected customers of the Apply to Customers listview.
Although you would typically use the Copy option form the Edit menu of the Browse on AR Permanent Entries program to copy permanent entries, entries can also be copied using the AR Permanent Entry Maintenance program.
From the AR Permanent Entry Maintenance program, you enter the Day and Reference of the existing entry from which you want to create a copy.
Change the Day and/or Reference fields to those of the new entry you require. Optionally maintain the details and the customer(s) for the new entry and save your changes. The new permanent entry created by the copy process is applied to the customers specified.
Using the AR Permanent Entry Maintenance program to create copies of existing entries enables you to copy and maintain the entry at the same time. In addition, it enables you to change the Day and or Reference for an existing entry, without changing any of the other details.
Application Help Panes provide step-by-step instructions for various functions within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program. The intention is that the pane provides information that is uncluttered and easy to navigate.
You can embed an Application Help Pane:
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in the main SYSPRO menu
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in any program with panes, if not using roles
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when adding a role layout in Design Mode.
Inserting Application Help
You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.
Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.
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Open the program for which you want to insert application help into a customized pane.
This functionality is only available for a program that has panes.
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Right-click any form field.
You can also click the triangle menu icon that appears in the title area of a pane.
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Select Insert Application Help from the context-sensitive menu.
The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.
Removing the Application Help pane
If you no longer want to display application help in a pane for your current program, you can simply remove it.
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Select the Close icon in the right-hand corner of the application help pane.
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Confirm that you want to delete the pane.