Last updated: 21.01.2022
Valid from: 2021.12.00
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.
Field
Function | Description |
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Done | The checkbox can be selected automatically or manually in accordance with the following scenarios:
The checkbox can be deselected automatically or manually in accordance with the following scenarios:
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Amount | The total amount of all external credits on the order or a manually specified amount is displayed as follows:
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Difference | The difference between Amount and the calculated amount (i.e. the expected income on the order). |
Credit number | 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. |
Date | 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. |
Columns in the list
The individual external supplier bills are shown here.
Function | Description |
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Credit number | If the external credit is imported, the credit number used by your partner is displayed. If external credits 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. |
Date | If the external credit is imported, the crediting date specified by your partner is displayed. If external credits are added manually, Opter suggests the current date, but you can enter a different date if desired. |
Amount | 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 you add external credits manually, you enter the amount yourself. |