Linking Vendor Prepayment to Purchase Order
- Navigate to Purchase → Prepayment → Vendor Prepayment Centre.
- Look up the Prepayment you wish to link. Use ‘Advanced Search’ if required.
- Double-click on the Prepayment line.
- On the new window, fill in the “Purchase Order Ref#” to link the payment.
Note: You will only be able to link to Purchase Orders where the Vendor is the same for both the PO and the Vendor Prepayment - Next enter the ‘Link PO Amount’.
Note: ‘Link PO amount’ should be less than or equal to the ‘Payment Amount’ on the left side of the page. - Click on Link and then click Save.
- The linked Prepayment amount will be shown at the bottom of the PO in the payment section of the Order.
View the video below for a walkthrough of the above steps:
Linking Customer Deposits to Sales Order
- Navigate to Sales → Credit & Deposits → Customer Deposit Centre.
- Look up the Customer Deposit you wish to link. Use ‘Advanced Search’ if required.
- Double-click on the Deposit.
- On the new window, fill in the “Sales Order Ref#” to link the payment.
- Note: You will only be able to link to Sales Orders where the Customer is the same for both the SO, and the CD.
- Next enter the ‘Link SO Amount’.
Note: ‘Link SO amount’ should be less than or equal to the ‘Deposit Amount’ on the left side of the page. - Click on Link and then click Save.
- The linked Deposit amount will be shown at the bottom of the SO in the payment section of the Order.
- Also, the Customer Deposit can be seen in the linked Credits/Deposits tab of the SO.
View the video below for a walkthrough of the above steps:
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