Category: Receivables

Customization CR1107

Retainage Tracking

Description of Need:

ACME needs to track and report on Retainage applied to certain Accounts Receivable documents.

Description of Solution:

Navigation: Transactions>>Sales>>Retainage

Customer Number: Enter a Customer Number or select one from the Lookup.

The scrolling … more...

Customization DS1497

Revenue Recognition

Problem Definition:

ACME creates receivables invoices for estimated profit sharing to accrue the revenue. When the actual profit sharing amount is determined, ACME needs to back out the estimated invoice and enter the actual profit sharing … more...

Customization CR1017

Write Off Small Balances

Description of Need:

ACME would like to automate the process of small document write offs for the following documents:

• Invoices with the amount remaining of $15.00 or less, unless:

1. The document is on a

… more...

Customization DS1310

Add Text Field to RM Transaction Entry

Problem Definition:

ACME needs a 50 character text field attached to Receivables Transactions. This field needs to be displayed from Receivables Transaction Entry and Receivables Transaction Inquiry zoom.

Design Features:

Receivables … more...

Customization DS1358

Contract Number Additional Field

Problem Definition:

ACME needs a Contract Number field added to the Receivables Transaction Entry and Bank Transaction Entry windows. The field needs to hold 50 characters that is not connected to another ID field … more...

Customization DS1020

Sort RM Cash Apply by Document

Problem Definition:

ACME enters an Invoice (i.e. 001234), and then may also add Debit Memos and/or Finance Charges using the Invoice Number as a prefix (i.e. 001234DM, 001234FC, etc.)

When they receive … more...

Customization DS1417

Additional Description Field on RM Transaction

Problem Definition:

ACME needs a second Description field added to the Receivables Transaction Entry. This field also needs to be accessible via SmartConnect.

Design Features:

WilloWare will use Virtual Fields to add … more...

Customization CR1204

RM Transaction Entry-

Use Billing Address ID

Description of Need:

The Receivables Transaction window defaults to use the “primary” address shown on the Customer Maintenance window. ACME needs to use the Billing Address ID instead.

Description of Solution:… more...