Multi AR Document Settlement
Menu Path: Customer > Tasks > Multi AR Document Settlement
This feature is developed initially for a pharmacy group to settle complicated third party claiming collection process
- Select Branch and click 'Change' → base on Customer (Permission)
- Select Date
- Set Payment Method and tick to Auto Post to another Cashbooks
- Click Recalculate
- Click 'Invoice Listing' Tab
- Key in Date Range
- Select Branch → base on Customer (Permission)
- Click Submit
- Tick checkbox to fully settle the invoice, or type manually for the settlement amount on each invoice
- Click Submit Settlement
- Click Reset Form → to start over again
- Click 'Confirm and Save'
- RCT created will be shown under Previously Created Part
- Click document number for Pop Up Function
Tips:
- If Auto Post to another Cashbook → refer to Query Cashbook Transaction
Related Wiki Pages:
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Private & Confidential