Credit Orders Workspace

Use this workspace to create and change credit orders.

In the Credit Orders tab, you enter general and account information. When you press Return, Maconomy verifies the information and opens order lines and text lines in the Credit Order Lines sub-tab.

To create a credit order, first enter the number of the customer. Maconomy verifies that the customer exists. Maconomy then retrieves various information from the Customer Information Card in the Accounts Receivable module and suggests that information in the credit order. You can change most of it.

If you want to credit a customer for all or part of the items from one specific invoice, you can save time by using the Invoice to Credit Order workspace.

In the Invoice to Credit Order workspace, Maconomy automatically creates a credit order based on an invoice. Later, you can retrieve the credit order in this workspace. You can then deselect items or make other adjustments before approving the credit order.

As you enter order lines in a credit order, Maconomy applies price lists and discount agreements from the Accounts Receivable and Inventory modules.

You can also copy a credit order onto a credit order. You can specify that the prices in the original order are also to be used on the copy, but if you do not want to copy the prices, Maconomy recalculates the prices on each order line. Maconomy transfers the basic information about the customer from the customer information card, regardless of whether you specify the same customer as on the original order.

If you have Maconomy Bill of Materials, you can enter both standard items and bills of materials (BOM) in the Credit Order Lines sub-tab. Maconomy only displays the BOM header, not the parts. If the BOM is shown in full on the credit order, you can see the item parts in the Order Lines workspace, which automatically shows the item in the last item line you that you created.