SO Advance Receipt Selection

Use this form to edit Advance Receipt links with sales orders.

Select the Customer and/or Order number, and the option to display Sales orders or Invoices. Click Search now to update details on the form.

If you only select a customer:

• If the Sales orders option is selected, all advance receipts with an outstanding amount for the customer populate the Advance Receipts table, and all sales orders that do not have a status of Invoiced populate the Sales Orders table

  Note: Sales Orders with a status of Cancelled or Completed should not be linked to an advance receipt, but they are shown so that they can be corrected.

• If the Invoices option is selected, all advance receipts with an outstanding amount for the customer populate the Advance Receipts table and all AR invoices with an outstanding amount for the customer populate the Invoices table.

If you select an order number:

• If the Sales orders option is selected, all advance receipts with an outstanding amount for the sales order populate the Advance Receipts table and the sales order populates the Sales Orders table if it has not been invoiced.
• If the Invoices option is selected, all advance receipts with an outstanding amount for the sales order populate the Advance Receipts table and all AR invoices with an outstanding amount for the customer populates the Invoices table.

Link

Click this button to link the selected one or more advance receipts to a single sales order. The total of the advance receipts cannot exceed the sales order outstanding amount. The link detail displays in the Applied table is not finalised until saved. You cannot delete an advance receipt linked to a sales order.

Unlink

Click this button to unlink the selected advance receipts. The unlink detail displays in the Applied table is not finalised until saved.

Note: An advance receipt should always be linked to a sales order, and unlinking should only be used for corrections. You can delete an advance receipt not linked to a sales order. You can't convert it to a journal and apply it to an invoice.

Apply

Click this button to apply the selected one or more advance receipts to a single invoice and convert to an AR journal. The apply detail displays in the Applied table is not finalised until saved. You can only apply one invoice at a time and it must have an outstanding amount to be applied.