To Enter a New Prepayment for an Order

You can enter a customer prepayment intended for a particular sales order directly from the Sales Orders (SO301000) form.

To Enter a New Prepayment for an Order

1. Open the Sales Orders (SO301000) form.
2. In the Order Type box, select the order type.
3. In the Order Nbr. box, select the reference number of the order.
4. On the table toolbar of the Payments tab, click Create Prepayment.
5. In the Create Prepayment dialog box, which opens, specify the following:
   1. In the Payment Amount box, specify the total of the prepayment.
   2. In the Description box, specify the description of the prepayment.
   3. Make sure that in the Payment Method box, the appropriate payment method is selected.
   4. Make sure that in the Cash Account box, the appropriate cash account is selected.
   5. Click OK.
6. While you are still on the Payment tab, click the link in the Reference Nbr. column.
7. The Payments and Applications (AR302000) form opens in a pop-up window with created document of the Prepayment type.
8. On the form toolbar, click Release to release the payment.