Reviewing Sales Orders with Unearned Revenue

Use the Unearned Revenue Review Queue to track single-invoice orders that are incomplete. Single-invoice orders are orders where the customer prefers to receive one invoice upon the first shipment, regardless of how many shipment generations the order includes.

Until shipped, items are debited against a General Ledger account for Unearned Revenue. Sales or accounting personnel can use the Unearned Revenue Review Queue to track the progress of single-invoice orders. Orders in the queue can also be edited, in case you need to remove late items the customer no longer wants. The excess funds can be applied to the customer's next order.

You can set single invoicing for a customer in Customer Maintenance using the Single Invoice check box in the Customer Pricing Information window. You can set single invoicing for an order using the Single Invoice check box on the order's Total tab.

To review orders with unearned revenue:

From the Orders > Queues menu, select Unearned Revenue Review Queue.
In the Branch field, enter the branches or territories whose orders you want to list.
In the Select Type field, select which orders to list:

Select Complete to list orders that have completely shipped.
Select Open to list orders that have not completely shipped. After you select this option, you are prompted to enter the minimum number of days since the last open ship date for which you want to view open, single-invoice orders that have not shipped. This option is useful when you want to close out an order that is no longer active.
Select Both to list all orders with unearned revenue.

Click Update to populate the queue. If prompted, enter the minimum number of days since the last open shipping date.
Review the field information for each order. Each order generation, opened or closed, displays separately.

Field	Description
Order #	sales order number.
Customer	customer name.
Order Amount	total for each order generation, followed by total remaining amount for entire order.
Unearned Amount	unearned amount, which is the amount billed in advance for unshipped items. A negative amount indicates a debit against the G/L account for Unearned Revenue. A positive amount indicates a generation that later shipped, offsetting the debit.
Ship Date	the date the order shipped to the customer.
Status	the current order status, such as I for Invoiced or X for Canceled.
Ship Via	the shipping method for the order.
Branch	the branch from which the products on the order shipped.

If desired, view or edit the details of any order, as follows:

To...	Select an order and then select this menu option:
view an order	Edit > View Order
edit an order	Edit > Edit Order