External credit, order reception
Order > Order reception
In the External credit section, any external credits can be displayed as income on the orders. If the External credit section is not displayed in order reception, it can be set up so that it is displayed. For more information, see Arranging the sections in order reception.
The external credits can be shown as income on the orders in order check as well, if you add columns for this. For instructions, see Columns in the order check and Order check (window).
For instructions on how to perform an external credit check, see Checking external credits.
The window’s fields and columns
| Done | The checkbox can be selected automatically or manually in accordance with the following scenarios: If the sum of the external credits is equal to or greater than the expected income on the order, the checkbox is automatically selected when external credits are imported and when external credit rows are manually added in order reception. The checkbox can then be changed automatically during subsequent imports or manually at any time. If you think you have got what you need from the external credits on this order, you can choose to manually select the checkbox.
The checkbox can be deselected automatically or manually in accordance with the following scenarios: If the sum of the external credits is less than the expected income on the order, the checkbox is automatically deselected when external credits are imported and when external credit rows are manually added or deleted in order reception. The checkbox can then be changed automatically during subsequent imports or manually at any time. If you think you have not got what you need from the external credits on the order, you can choose to manually deselect the checkbox.
Default setting:  |
| Amount (field) | The total amount of all external credits on the order or a manually specified amount is displayed as follows: If the amount is in italics, the sum of the external credits is displayed on the order.  Tips!
The external credits are shown in the list below. The total is calculated automatically when external credits are imported and when external credit rows are manually added or deleted in order reception. The total can then be changed automatically during subsequent imports or manually at any time. If the amount is in normal text (i.e. not in italics), a manually entered amount is displayed.
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| Difference | The difference between Amount and the calculated amount (i.e. the expected income on the order). Default setting: 0.00 |
| Credit number (field) | If the external credit is imported, the credit number used by your partner is displayed. If the external credit has been added manually in order reception, the credit number that was entered will be displayed, if a number was entered. 
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| Date (field) | If the external credit is imported, the crediting date specified by your partner is displayed. If the external credit has been added manually in order reception, the date entered is displayed. |
| Credit number (column) | If the external credit is imported, the credit number used by your partner is displayed. If external credit rows are added manually, a credit number can be added in the Credit number column, if desired. A credit number is not necessary, but it can be a way of keeping track of the money’s origin. 
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| Date (column) | If the external credit is imported, the crediting date specified by your partner is displayed. If external credit rows are added manually, Opter suggests the current date, but you can add a different date if you wish. |
| Amount (column) | Amount credited. This amount is assumed to be in the default currency of your Opter system. If the external credit is imported, the credit amount held by your partner is displayed at the time of import. If external credit rows are added manually, you have to enter the amount. |
See also