Why:
An invoice can consist of several lines each going to different payment destinations. The payment code defines who will be paying for each line on an invoice.
A number of restrictions apply. A workshop invoice for an external customer may contain a mix of payment codes, but on a parts invoice only external payment codes should be included. An invoice for an internal customer should never include any external payment codes under any circumstances.
To prevent an incorrect mix of payment codes, ensure that invalid combinations are not set up on the General Ledger Sales table. Anyone then attempting to use an invalid combination in order handling will receive a validation error.
In Fusion order handling routines, payment code either defaults to 00 - External (parts and workshop) or a pre-defined default value (vehicle sales and sundry invoicing).
If required, you can set up a specific payment code default for internal customers in the option Customer Default Payment Codes (from the Fusion Control File menu). This customer-specific payment code will be used in parts and workshop order handling routines.
Where:
From the Control Master File view, select Payment Code. This will display the Payment Code window.
How to Add Edit & Delete Payment Codes:
In the Payment Code window, new codes can be created and existing codes opened and viewed or amended as well as deleted. Standard codes used listed below.
|
Payment Code |
Purpose / Description |
|
00 |
External Credit |
|
81 |
Volvo Contract Maintenance |
|
91 |
Warranty |
Other codes may be set up in addition to the standard codes. Right-Click on Payment codes and select the Alternative Payment Code Option to link alternative payment codes to this payment code.
Related Topics:
Alternative Payment Code Descriptions.