Viewing Sales Order Totals Summaries

Use the Order Totals Summary screen to view a running total of all of the payment activity on an order. The screen works for multiple generations, direct shipment orders, lot items, returns, deposits, and cash payments, and displays past shipments, payments, and future generation totals. For example, you can determine the original amount due on the order generation, how much a customer has paid to date, and how much the customer still owes.

This screen can be particularly helpful in showroom environments, where orders are multi-generation and remain open over long periods of time. The screen shows a running balance due and lets you drill down to view any order generation, or quickly print the summary. You can also access an A/R Inquiry that displays the customer's current account information.

To view the order totals summary:

Create or open a sales order and display the order's Totals screen.

The Totals screen displays automatically after you enter the Status screen information for customers required to pay now. If needed, display the Totals screen using the Totals hot key on the order's Body or Status screens.

Use the TotSum hot key to open the Order Totals Summary screen.
Review the following columns of information, as needed:

Column	Displays each generation's...
Order ID	transaction number, whether an order generation, cash receipt, etc.
Br	branch where transaction occured.
Date	transaction date.
Status	order status, or transaction status such as Invoice or Cash Receipt.
Orig Amt	original transaction amount.
Apply Amt	amounts applied to the transaction. Use Show hot key to see multiple applied amounts.
Bal Due	current running balance. The final balance displays at the bottom.

Use hot keys as needed.
Press Esc to close the Order Totals Summary screen, and return to the Totals screen.

To...	Use this hot key...
display the selected order in view-only mode	View Press Esc to move through order screens.
show the Detail view, which expands rows of transactions nested (and indented) below accompanying transactions	Show Choose Summary view to collapse the nested rows.
list all receipts for the selected generation	Receipts Authorized users can use the screen's View hot key to open the Cash Receipts screen to view transactions.
view order totals	Totals The Totals screen displays.
view the customer's current account details	A/R Inquiry The A/R Inquiry screen displays.
print summary information	Print