Posting Functions (Manual)

                       Deliveries                                                Payments

The delivery & payment posting windows above are used to manually enter data into the system. The left side is the customer information so you can verify that you are posting to the correct account. The right hand side is used to input the delivery or payment data.

Deliveries

Once the gallons are entered the system will calculate the net amount, taxes and total amount. You can enter the ticket number and change the type of fuel that was delivered to the customer. If the fuel is changed the system will recalculate the amount and taxes with the new price for the new fuel. If the tank was not filled you may enter a Y in the short field or enter the number of gallons that the delivery was short. The RUN OUT field is used to indicate that the customer had a run out. The remark is for any kind of comment you want to make about this delivery. The net price and tax codes can be changed and the system will recalculate the amount and taxes accordingly. You may override the TRUCK and DRIVER fields to make sure the system has the correct information.

Payments

The payment window will allow the entry of the payment & discount amounts. If the customer is setup for a prompt pay discount the prompt pay window will appear before the window above and allow you to accept the prompt pay discount and it will automatically fill in the amount and discount fields. If the customer is setup as an open item account the posting window will open up to show a list of the open transactions. You will be able to select which open items to apply the payment.

Buttons on the top of the posting window

The LEDGER buttons at the top of the posting window will display the customers transaction history. The CUSTOMER SERVICE button will hide the posting window and jump into the CUSTOMER SERVICE function and allow you to lookup any other account, take a work order, service order or any other function in the CUSTOMER SERVICE function. When you exit the CUSTOMER SERVICE function the posting screen will be redisplayed and you can continue with your posting work. The EDIT TRANSACTION button will display a list of the transactions that have already been accepted. You may review and/or edit them.  The EDIT TOTALS button will display a BATCH CONTROL window and allow you to edit the totals for the batch.