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  • Advances Control - JURA069 - Proforma Invoicing of Services - P12

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Index

Índice
maxLevel5
outlinetrue
indent8.1.1
exclude.*ndice
stylenone

Purpose

This routine records the request of advances to customers and the receipt of credit related to those advances.

Set parameter MV_JADTPRF with the advance bill prefix and MV_JADTTP with the bill type.

Adding an advance creates a temporary bill in Accounts Receivable of Financials module (bill type PR).

With this purpose, set parameter MV_JADTTPR. Option Cre.Financial replaces the temporary bill for a bill of type AR - Advance Receipt.

You can settle the advances when issuing the invoices, or do so directly through Financials with bills pending from the customer, controlling the advance balance through query Advances Balance.

Previous Registers

For the system to work correctly, set parameter MV_JADTPRF with the prefix of the advance bill.

For the system to work correctly, set parameter MV_JADTPAR with the installment of the advance.

For the system to work correctly, set parameter MV_JADTNAT with the class of the advance bill.

For the system to work correctly, set parameter MV_JADTTP with the type of the advance bill.
To issue the receipt report, enter whether it will be created in Crystal or in FWMSPrinter. To do so, set parameter MV_JMODREL. If you choose Crystal, also set parameter MV_JCRYSER to indicate whether the issue of report will be processed by the server or by the application customer.

 

On the main page of the routine, find the following options:

Deck of Cards
effectDuration0.5
historyfalse
idsamples
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Card
defaulttrue
id1
labelAdd

The fields marked with (*) are required:

Fill out the data in accordance with the instructions provided in Main Fields.

See also the features available in Other Actions.

Fill out the fields to continue. The options are:

  • Close (to exit without saving).
  • Save and Create New (saves the addition and keeps the form for the next addition).
  • Confirm (saves the addition and returns to the main screen).
Card
defaulttrue
id2
labelEdit

To edit, find the item to be edited.

Some fields are shaded, indicating they cannot be edited.

Fill out the data in accordance with the instructions provided in Main Fields.

See also the features available in Other Actions.

After making adjustments, click:

  • Close (to exit without saving).
  • Save and Create New (saves the edition and keeps the form for the next addition).
  • Confirm (saves the edition and returns to the main screen).
Card
id3
labelDelete

When you access the routine, the system displays all the registers created.

To delete, first find the item you wish to delete.

Click option Other Actions/ Delete.

At the top of the screen, view this shaded message:

Are you sure you wish to delete the item below?

You cannot undo this deletion after confirmation.

Be certain before you proceed, then click:

  • Close (to exit without deleting).
  • Confirm (deletes the item and returns to the main screen).
Card
id4
labelView

When you access the routine, the system displays all the registers created.

To view the information registered, first place the mouse cursor on the item and click option View at the top of the screen to the left.

You cannot make changes in this option.

Card
id5
labelSearch

Use this option to create filters to search data, ordered in accordance to the index selected. For example, you can select branch+code.

Access Other Actions for the options below.

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historyfalse
idsample
Card
id1
labelCre.Financial
  1. Place the cursor on the advance, access Other Actions/Cre.Financial.
  2. When finished, the system displays a screen stating: Financial Creation Successful.
  3. Click Close to return to the main screen.
Card
id2
labelReverse
  1. Place the cursor on the advance, access Other Actions/Reverse.
  2. The system displays a screen for you to confirm the reversal.
  3. Click Yes to confirm it or No to interrupt the process.
Card
id3
labelReceipt
  1. Place the cursor on the advance, access Other Actions/Receipt.
  2. The system processes and creates the receipt onscreen.

Main Fields 
Âncora
principaiscampos
principaiscampos

 
Field

Description

Date Added

Date when advance was added.

Customer Grp CodeCode of group of customer at issue, for whom the advance is requested.

Customer Code

Code of customer at issue, for whom the advance is requested.

Store CodeStore of customer at issue, for whom the advance is requested.

Adv. Cust. Code

Code of customer using credit from the advance.

Adv. Sto. Code

Store of customer using credit from the advance.

Note

We offer these fields to meet the needs of a customer/store other than the one who pays the invoices and uses the credit.

Currency Code

Currency in which the advance is made. Parameter MV_MOENAC must contain the domestic currency used in value conversions.

Value

Value of advance.

Status

1-In Progress: Advance active.

2-Canceled: Advance canceled (you can only cancel it if no bill was created in Financials).

Bill Created?

It indicates whether a bill was created in Financials (type AR Advance Receipt).

1-Yes or 2-No

Bill Number

Number of bill created in Financials.

History 

Free text to describe data on the advance.

Bank/Branch/Account

Data of account in which the advance is credited.

Office

Office of customer invoicing.

Case Code

Case related to advance (data only provides information).

Advc Tp

The type of advance, whether Expenses, Fees or Both. Field only provides information.

Temp Num

Number of temporary bill receivable created in Financials, prior to receipt of advance.

Due Date 

Estimated date of advance credit (valid for temporary bill).