The purpose of this enhancement is to give Dealers options when using Account Credit as a payment type on a deal.
Within a Unit Deal, the user selects the payment type Account Credit, enters the amounts and clicks on SAVE.
If the customer has credits sitting on their Customer account, a Pay by Credit window will appear.
The Pay by Credit window lets the user know what options are available to them, ie how to record the Account Credit on the Customer’s account, does the Customer have any credit balances available to use, etc. For example,
an Account Credit of $100 has been processed and saved, the following Pay by Credit window appears.
This Pay by Credit window indicates the following:
- Credit Payments: $100.00. From the unit deal, it is the amount entered as the Account Credit Payment;
- From the Customer’s account, you can see the Customer’s credits. In our example, the Customer’s credit is of $500.00;
- What are the options available to the user? The user would read the options and make his selection.
Once the user has made his selection, the saving process is complete.
System Setting Requirement:
For this enhancement to work, there needs to be a GL indicated in System Setting > Accounting > Miscellaneous Settings > Unit Sales - Default Accrued FI Customer Credit Offset GL Account. We would suggest using one of your clearing accounts.