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Documentation > MAC-PAC Reference Library > Financials > Accounts Receivable > Screens > Accounts Receivable > AR230S04 - Open Item Detail

AR230S04 - Open Item Detail

 

 

WILLIAMS                  ACCOUNTS RECEIVABLE INQUIRY          BEF     4/13/97

 DSP01                          OPEN ITEM DETAIL                               

                                                                               

 Company/Location 001 BRU  BELGIAN BRANCH                                      

 Bill-to Customer ACE         ACE HARDWARE                            Batch    

 Ship-to Customer ACE         ACE HARDWARE                                      

 Document/Payment IN 00000905  Quantity        1.000   Exch Rt    1.00000 Oper /

 Currency Code    BEF BELGIUM FRANCS                 Dun_Hold:  Cust N  OI N   

                            Original      Credits To Date            Open      

 Gross Amount                     1.10                 .00                1.10 

 Discount Amount                   .06                 .00                 .06 

 Net Amount                       1.04                 .00                1.04 

                                                                                

 RMA Number                                         A/R Code     A1            

 Purchase Order    K;JLJLKJK                        Book Code    OP            

 Comment                                            Order No     00416700      

 State Tax Code          County       City          Doc Date      8/25/96      

 Ref No                                             Disc Date     9/14/96      

 Disputed Item     N     Payment Type               Due Date      9/24/96      

 Dunning Level     0     Last Dun Date   0/00/00    Bank Code    B1            

                                                                               

 F3=Exit             F6=Next Document    F7=Cust Perform     F8=Open Item Appl 

 F10=Open Item Dist  F16=Selection       F17=Customer Notes  F24=More Keys     

 

 

 

This screen is used to display selected fields from the Open Item Header record.  For open items with installments, the information on this screen is for the total item and is not installment specific.  From this screen, you can press Enter to view the Customer Activity screen or use the function keys to display other screens in the conversation.  Press F23 - Sales Order Inquiry to access the Sales Order Inquiry screen (OP800S01), if you have the Order Processing module installed.  If you are viewing a transfer order invoice, F23 - Sales Order Inquiry will not be a valid command key since transfer order invoices are consolidated.  You cannot change any of the fields on the Open Item Detail screen.  If any open item's company/location has the Extended Dunning Environment = '1' on Reference File category 336, the Dunning Hold Flag will not appear.

CURRENCY DECODE

Display only.  This field holds the base or originating currency code.  This field will alternate when F19 is pressed and identifies what currency the amount fields are presently being displayed in.

COMPANY/LOCATION NUMBER

Display only.  The selling company/location for the open item.

COMPANY/LOCATION NAME

Display only.  Identifies the name of the specified company/location.

BILL-TO CUSTOMER NUMBER

Display only.  The customer whose open item is displayed.

BILL-TO CUSTOMER NAME

Display only.  The name of the customer.

BATCH NUMBER

Display only.  Identifies the batch this transaction was entered with.

SHIP-TO CUSTOMER NUMBER

Display only.  The customer whose open item is displayed.

SHIP-TO CUSTOMER NAME

Display only.  The customer location where the order will be shipped.

DOCUMENT/PAYMENT TYPE AND NUMBER

Display only.  The document displayed on the screen.

QUANTITY

Display only.  The number of units sold from the Open Item Header.

EXCHANGE RATE

Display only.  This is the currency exchange rate at the date the open item was created.  This rate was used to convert the originating currency transaction amounts into the bookkeeping (base) currency.  This field is displayed only if the system option is multiple currency.

OPERATION

Display only.  This is the calculation operation for the conversion of the original currency to the selling company/location's base currency.  It is either * (which indicates that the original currency is multiplied by the exchange rate to give the base currency) or / (which means that the original currency is divided by the exchange rate).  This field is displayed only if the system option is multiple currency.

CURRENCY CODE

Display only.  The currency code of the open item being displayed.  This field is only displayed if the system option is multiple currency.

CURRENCY CODE NAME

Display only.  The name of the currency code.

DUNNING HOLD:  CUSTOMER

Display only.  Will display the dunning hold flag for the customer.  If flag is 'Y', no dunning will occur for this customer.

DUNNING HOLD:  OPEN ITEM

Required.  Contains the dunning hold flag for the open item.  An open item can have the flag set to 'Y' (no dunning) or 'N' (dunning applicable).

GROSS AMOUNT (ORIGINAL)

Display only.  Amount of the detail records associated with the open item transaction.  When F19 is pressed, this field will alternate between base and originating currency.

GROSS AMOUNT (CREDITS TO DATE)

Display only.  This amount is the difference between the Original Gross Amount and the Open Gross Amount.  If F19 is pressed, this field will alternate between base and originating currency.

GROSS AMOUNT (OPEN)

Display only.  The amount not yet collected for an open item.  When F19 is pressed, this field will alternate between base and originating currency.

DISCOUNT AMOUNT (ORIGINAL)

Display only.  The original amount of discount made available for the open item.  When F19 is pressed, this field will alternate between base and originating currency.

DISCOUNT AMOUNT (CREDITS TO DATE)

Display only.  This amount is the difference between the Original Discount Amount and the Open Discount Amount.  If F19 is pressed, this field will alternate between base and originating currency.

DISCOUNT AMOUNT (OPEN)

Display only.  The amount of discount currently available for the open item.  When F19 is pressed, this field will alternate between base and originating currency.

NET AMOUNT (ORIGINAL)

Display only.  The original gross less the original discount.  When F19 is pressed, this field will alternate between base and originating currency.

NET AMOUNT (CREDITS TO DATE)

Display only.  This amount is the difference between the Original Net Amount and the Open Net Amount.  If F19 is pressed this field will alternate between base and originating currency.

NET AMOUNT (OPEN)

Display only.  The open gross less the open discount.  When F19 is pressed, this field will alternate between base and originating currency.

RMA NUMBER

Display only.  The Returned Merchandise Authorization number is the number issued to customers for returned goods.  Used as a reference number on credit memos to provide proof of delivery.

ACCOUNTS RECEIVABLE CODE

Display only.  This is code for the account/center where the accounts receivable for this document is recorded.

PURCHASE ORDER NUMBER

Display only.  Identifies the purchase order processed for this open item.

BOOK CODE

Display only.  Code used to identify the source of the open item transaction.  This field will only be displayed if book codes are used for the selling company/location.

COMMENT

Optional.  Used to note information about this open item.

ORDER NUMBER (PAYMENT NUMBER)

Display only.  This field identifies the sales order for this open item.  If you are viewing a consolidated invoice, you will see '********' because a consolidated invoice may group shipments from more than one sales order.

If the open item is a DR/CR Memo created through a chargeback, this field displays the payment number associated with the creation of the chargeback.

NOTE:

Depending on the environment, this area of the screen displays either the Authorization Number; State, County, and City tax codes; or the Provincial Sales Tax (PST) code.

EXONERATION/SUSPENSION AUTHORIZATION

Display only.  Displays the authorization number used when entering an invoice with either exonerated or suspended Value Added Tax (VAT).  In a Goods and Services Tax (GST) environment, only exonerated is valid.

STATE TAX CODE/PROVINCIAL SALES TAX CODE

Display only.  (Field is State Tax Code or PST Tax Code depending on the environment.) Identifies the state or PST taxing entity.  State Tax Code or PST Tax Code field for the open item.

COUNTY TAX CODE

Display only.  (This field does not display in a Value Added Tax (VAT), or Goods and Services Tax (GST) environment.)  Identifies the county taxing entity.

CITY TAX CODE

Display only.  (This field does not display in a Value Added Tax (VAT) or Goods and Services Tax (GST) environment.)  Identifies the city taxing entity.

DOCUMENT DATE

Display only.  This is the user-defined date of the document.  It is used in conjunction with the payment terms code to determine the discount date and due date.  It is normally the date the document is entered.

REFERENCE NUMBER

Display only.  Identifies the open item being processed.

DISCOUNT DATE

Display only.  This is the date by which the document must be paid if the discount is to be taken.

DISPUTED ITEM FLAG

Optional.  Indicates whether the customer is disputing the open item.

PAYMENT TYPE

Display only.  Displays the expected payment type to be received when the customer pays this open item.

DUE DATE

Display only.  This is the date by which the document must be paid before being considered overdue.

DUNNING LEVEL

Display only.  Identifies how many times the open item has been dunned.  Possible dunning levels are 0 - 9.

LAST DUNNING DATE

Display only.  Identifies the last date the open item has been dunned.  If no dunning has occurred, the date will display as 00/00/00.

BANK CODE

Display only.  This code is used to determine the bank account into which a check or cash for payment of this open item is to be deposited.

COMMAND KEYS

Enter - Display the Customer Activity screen.

F2    - Display a window where a fast path option or mnemonic can be entered.  Fast path allows the next menu selection to be made directly from this screen.  When the window is displayed, pressing F3 will remove it.

F3    - Exit and return to ARMENU.

F6    - Display Open Item Detail screen with next open item.

F7    - Display Customer Performance Information screen.

F8    - Display Open Item Applications screen.

F10   - Display Open Item Distribution screen.

F12   - Display AR Comments screen.

F16   - Display Customer Selection screen.

F17   - Display Customer Notes screen.

F19   - Switch between displaying currency amounts in the foreign (originating) currency and displaying them in the base currency.  This key is only displayed if the system option is multiple currency.

F20   - Display the Installment detail screen to view the installments generated for this document.

F23  - Display the Sales Order Inquiry screen (OP800S01).

F24  - Display additional command keys that can be used from the current screen.