|
Hi Bob, Can you tell me more about COM Complimentary Invoicing. I don't know anyone who is using this. Can it be used for crediting shipping charges? Is is simpler than doing a regular credit memo? Gail Crane "Bob Tenney" <bobtenney@earthlink.net> on 01/18/2001 12:44:06 AM Please respond to MAPICS-L@midrange.com To: MAPICS-L@midrange.com cc: (bcc: Gail L Crane/Johanson/JMC) Subject: RE: IFM, Automated Cash Receipts and Taxes The best way to handle this situation is to process the cash receipt against the customer's invoices. When the customer deducts the tax this will leave a debit balance against the invoice. Next resolve the tax problem. If the customer is tax exempt, change the customer's tax suffix. Then use the COM Complimentary Invoice menu option to generate a credit memo for the tax. When this is done, you can allocate the credit memo against the original invoice to close it out. One last point. All of this would be unnecessary if someone set up the tax suffix correctly for the customer or entered an override at order entry time. Bob Tenney Bob Tenney Solutions, LLC New Telephone - 404-373-5669 New E-mail - bobtenney@earthlink.net or tenneypubs.com for book orders ----- Original Message ----- From: Bolton, Jonathan [F-R/Hatfield-PA] To: mapics-L@midrange.com Sent: 01/17/01 7:03:49 PM Subject: IFM, Automated Cash Receipts and Taxes We are an IFM shop and would like to implement automated lockbox receipt processing. I have successfully sent data into IFM via the Cash Receipt file (YAGRREP) but the process is not viewed by the users as a timesaver because of sales tax issues. We are confronted with a significant number of tax deductions because customers do not tell us up front that they are exempt. Correcting this once the receipt is in IFM does take longer than if our people do the whole job themselves. Does anyone have any experience with trying to automate the creation of transactions based on the detection of a short payment? +--- | This is the MAPICS Mailing List! | To submit a new message, send your mail to MAPICS-L@midrange.com. | To subscribe to this list send email to MAPICS-L-SUB@midrange.com. | To unsubscribe from this list send email to MAPICS-L-UNSUB@midrange.com. | Questions should be directed to the list owner/operator: dshaw@spartan.com +--- Bob Tenney Bob Tenney Solutions, LLC 404-373-5669
----- Original Message -----Sent: 01/17/01 7:03:49 PMSubject: IFM, Automated Cash Receipts and Taxes
We are an IFM shop and would like to implement automated lockbox receiptprocessing. I have successfully sent data into IFM via the Cash Receiptfile (YAGRREP) but the process is not viewed by the users as a timesaverbecause of sales tax issues. We are confronted with a significant number oftax deductions because customers do not tell us up front that they areexempt. Correcting this once the receipt is in IFM does take longer than ifour people do the whole job themselves. Does anyone have any experiencewith trying to automate the creation of transactions based on the detectionof a short payment?+---| This is the MAPICS Mailing List!| To submit a new message, send your mail to MAPICS-L@midrange.com.| To subscribe to this list send email to MAPICS-L-SUB@midrange.com.| To unsubscribe from this list send email to MAPICS-L-UNSUB@midrange.com.| Questions should be directed to the list owner/operator: dshaw@spartan.com+---
As an Amazon Associate we earn from qualifying purchases.
This mailing list archive is Copyright 1997-2024 by midrange.com and David Gibbs as a compilation work. Use of the archive is restricted to research of a business or technical nature. Any other uses are prohibited. Full details are available on our policy page. If you have questions about this, please contact [javascript protected email address].
Operating expenses for this site are earned using the Amazon Associate program and Google Adsense.
midrange.com
