Scarpenter: /* = Finalising an Instalment Plan */

2017-01-10T22:10:18Z

‎= Finalising an Instalment Plan

Scarpenter at 07:15, 10 January 2017

2017-01-10T07:15:53Z

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Scarpenter: /* To View a Customer’s Purchase History */

2017-01-10T06:03:52Z

‎To View a Customer’s Purchase History

Scarpenter: Scarpenter moved page PurchaseManagement to Account Management/Customer Screen/Purchase

2016-06-22T01:58:24Z

Scarpenter moved page PurchaseManagement to Account Management/Customer Screen/Purchase

Kberkidge: Created page with '=Purchase Management= Purchases made by customers, both outright purchases and installment plans, are stored with the customer’s details. You can view past purchase details, a…'

2012-01-26T23:33:31Z

Created page with '=Purchase Management= Purchases made by customers, both outright purchases and installment plans, are stored with the customer’s details. You can view past purchase details, a…'

New page

=Purchase Management=

Purchases made by customers, both outright purchases and installment plans, are stored with the customer’s details. You can view past purchase details, as well as view the invoices the purchases appeared on.

==To View a Customer’s Purchase History==

# Select '''Customers''' > '''Customer List '''>''' '''from the '''Menu.''' The ''Customer List'' page will display showing a list of existing customers.
# Locate the customer required in the list and click either the '''Account Number '''or''' Customer Name''' link in the list. The ''Customer'' page will display showing the account information summary.
# On the ''Customer'' page, select the '''Purchase''' tab. The ''Purchase Management'' page will display listing all the customer’s purchases.
[[File:purchlist.JPG|500px|center|thumb||The ''Purchase Management'' page]]

'''Search'''

You can locate a purchase by using the ''Search'' function. The following fields can be used to locate a purchase:

* Purchase Status - All, Complete, Incomplete and In Progress
* Purchase Type - All, Outright, or Installment plans
* Product Type - All, Service Charges, Billable items, or Physical Products

==To View an Outright Purchase==
[[File:viewpurch.JPG|500px|thumb||The ''View Outright Purchase'' page]]
# Locate the required purchase that has a ''Purchase Type'' of ‘''Outright’'' on the ''Purchase Management'' page.
# Click the purchase number link in the ''ID'' column of the list. The ''Product Purchase Information'' page will display.
# To view the invoice that the purchase appeared on, click the invoice number in the ''Invoice'' column of the Transactions list. The invoice details will appear.
# Click the ''View Invoice'' button to view the invoice .pdf.

==To View an Installment Plan==

# Locate the required installment plan that has a ''Purchase Type'' of ‘Installments''’'' on the ''Purchase Management'' page.
# Click the installment plan number link in the ''ID'' column of the list. The ''Installment Purchase ''page will display.

[[File:viewInstall.JPG|500px|thumb||The ''View Installment Plan'' page]]

* The ''Product Purchase Information'' section shows the basic product purchase information.
* The ''Installment Information'' section shows the installment payment particulars, including the payment amount, next installment date, total outstanding etc.
* The ''Product Information'' shows the product instance details.
* The ''Transactions'' section shows all payments created to date for the installment plan, as well as whether each payment has been included on a customer invoice, or is still pending.

Depending on the installment plan’s status, you may perform various actions:
* Incomplete - [[#To Update the Product Supplied Information|update the product supplied information]]
* In Progress - [[#To Create an Ad Hoc Payment on an Installment Plan|create an ad hoc payment against the installment plan]], or [[#To Finalise an Installment Plan|finalise the installment plan]] (i.e. break out and complete the plan)
* Complete view the invoice(s) that the installment payments appeared on, if processed.

===To Update the Product Supplied Information===

If an installment plan was created but the product was not supplied to the customer at the time the purchase was saved, you can update the installment plan once the product has been supplied. The system will not create installment plan payment cardlines for invoicing until the product has been updated as provided to the customer.

# Select '''Customers''' > '''Customer List '''>''' '''from the '''Menu.''' The ''Customer List'' page will display showing a list of existing customers.
# Locate the customer that has the required installment plan in the list and click either the '''Account Number '''or''' Customer Name''' link in the list. The ''Customer'' page will display showing the account information summary.
# On the ''Customer'' page, select the '''Purchase''' tab. The ''Purchase Management'' page will display.
# Locate the required installment plan with'' a Purchase Status ''of'' ‘Incomplete’'' on the ''Purchase Management'' page and click the installment plan number link in the ''ID'' column. The ''Installment Purchase'' page will display.
# In the ''Product Information'' section, enter the serial number, or other unique information (e.g. IMIE etc) in the ''Product Serial Number ''field.
# Enter the description in the ''Product Instance Description'' field.
# Enter the date the product was supplied in the ''Instance Created'' field. A calendar tool will appear to allow you to select the required date.
# Click the '''Save Product Information''' button. A message will display at the top of the screen showing, “Product Instance created, installments will now proceed”.

===To Create an Ad Hoc Payment on an Installment Plan===

Once an installment plan is ''In Progress'' (i.e. the product has been supplied to the customer), the system will automatically create cardline entries for the instalment payments that will appear on the customers’ invoices. Customers may wish to make an Ad Hoc, or unscheduled, payment against the installment plan between invoices e.g. to reduce the amount owing etc.

# Select '''Customers''' > '''Customer List '''>''' '''from the '''Menu.''' The ''Customer List'' page will display showing a list of existing customers.
# Locate the customer that has the required installment plan in the list and click either the '''Account Number '''or''' Customer Name''' link in the list. The ''Customer'' page will display showing the account information summary.
# On the ''Customer'' page, select the '''Purchase''' tab. The ''Purchase Management'' page will display.
# Locate the required installment plan with'' a Purchase Status ''of'' ‘In Progress’'' on the ''Purchase Management'' page and click the installment plan number link in the ''ID'' column. The ''Installment Purchase'' page will display.
# In the ''Ad Hoc Payment'' section, enter the payment amount in the ''Amount to Charge including Tax'' field.
# Select the invoicing method required for the payment from the ''Charge'' ''Invoice Method'' drop list. Options include:
#:* Create Invoice - a pending invoice will be created for the payment once the payment is confirmed
#:* Next Invoice - a pending cardline will be created for the payment to be included on the customer’s invoice at the next bill run
# Click the '''Create AdHoc Payment''' button. A message will display at the top of the screen showing, “Once off payment has been accepted…” The payment will appear in the ''Transactions'' list.

===To Finalise an Installment Plan===

An installment plan may be finalised, or broken out at any time i.e. if a customer wishes to pay out the amount outstanding before the scheduled completion date. This effectively stops the payment plan processing in the system and creates a corresponding invoice for the balance remaining.

# Select '''Customers''' > '''Customer List '''>''' '''from the '''Menu.''' The ''Customer List'' page will display showing a list of existing customers.
# Locate the customer that has the required installment plan in the list and click either the '''Account Number '''or''' Customer Name''' link in the list. The ''Customer'' page will display showing the account information summary.
# On the ''Customer'' page, select the '''Purchase''' tab. The ''Purchase Management'' page will display.
# Locate the required installment plan with'' a Purchase Status ''of'' ‘In Progress’'' on the ''Purchase Management'' page and click the installment plan number link in the ''ID'' column. The ''Installment Purchase'' page will display.
# Click the '''Finalised all Payments (Break out)''' button. A message will display showing the breakout details, and prompt you to confirm the installment breakout.
# Click the '''Yes''' button to confirm. A message will display at the top of the screen showing, “Finalising…” The system will process the installment plan finalisation and create a pending cardline will be created for the final payment amount to be included on the customer’s invoice at the next bill run. The installment plan status'' ''will be updated to'' ‘Complete’. ''
# Click the '''No''' button to cancel. The system will not process the installment plan breakout and will display the ''Installment Purchase'' page as before.

==See also==
* [[ProductPurchase|Create Purchase]]
* [[OutrightPurchase|Outright Purchase]]
* [[InstallmentPlan|Installment Plan]]
* [[Products]]
* [[ProductPricing|Product Pricing]]

@@ Line 52: / Line 52: @@
 * Click the '''Create AdHoc Payment''' button. A message will display at the top of the screen showing, “Once off payment has been accepted…” The payment will appear in the ''Transactions'' list.
-== Finalising an Instalment Plan=
+= Finalising an Instalment Plan=
 An instalment plan may be finalised, or broken out at any time. This stops the instalment plan processing in the system and creates a corresponding invoice for any balance that is remaining.

@@ Line 8: / Line 8: @@
 # Locate the customer required in the list and click either the '''Account Number '''or''' Customer Name''' link in the list. The ''Customer'' page will display showing the account information summary.
 # On the ''Customer'' page, select the '''Purchase''' tab. The ''Purchase Management'' page will display listing all the customer’s purchases.
 [[File:purchlist.JPG|500px|center|thumb||The ''Purchase Management'' page]]
@@ Line 15: / Line 16: @@
 * Purchase Status  -  All, Complete, Incomplete and In Progress
-* Purchase Type  -  All, Outright, or Installment plans
+* Purchase Type  -  All, Outright, or Instalment plans
 * Product Type  -   All, Service Charges, Billable items, or Physical Products
 ==To View an Outright Purchase==

← Older revision	Revision as of 01:58, 22 June 2016
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Account Management/Customer Screen/Purchase - Revision history

Scarpenter: /* = Finalising an Instalment Plan */

Scarpenter at 07:15, 10 January 2017

Scarpenter: /* To View a Customer’s Purchase History */

Scarpenter: Scarpenter moved page PurchaseManagement to Account Management/Customer Screen/Purchase

Kberkidge: Created page with '=Purchase Management= Purchases made by customers, both outright purchases and installment plans, are stored with the customer’s details. You can view past purchase details, a…'