Generic Prepay Bookings - Agvance SKY Order

Generic Prepay Bookings are found on the Bookings tab in Agvance SKY Order under Accounting in an interactive grid.

Note: Bookings must be enabled in Agvance SKY Admin before they can be viewed in Agvance SKY Order.

Additional filtering options (Salesperson, Booking Date Range, Ticket Number Range) are available under the Filters button.

For those with access to Agvance SKY Customer, selecting a Customer opens the corresponding Overview page.

Selecting a Ticket Number opens the Booking as view-only.

Add a Generic Prepay Booking

Choose + Add in the lower right, then select Add Generic Prepay Booking.

Location/Customer

Location

Select the Location for the Booking.

Customer

Choose + Add Customer to open the Customer Search.

1. Use the Search field to find the specific Customer or scroll through the list. Only one Customer can be added to a Generic Prepay Booking. The Filters button to the far right of the Search bar can be used to narrow down the list of Customers.
   
2. The Show Selected button next to the Search bar is enabled after choosing the Customer. The number indicates how many Customers are currently checked. Selecting the button filters the grid to show only the selected Customers.
3. Once the Customer is selected, choose Select & Close.
4. The Delete icon removes the Customer if a different Customer needs selected.
   Note: For those with access to Agvance SKY Customer, selecting a Customer opens the corresponding Overview page.
   

Order Details

1. The Order Number will default once the Location has been selected.
   
2. The Ticket Date defaults with today's date but can be modified if needed.
3. Optionally enter a Start and Expiration Date for this Booking.
4. The Salesperson defaults based on the setting selected in Agvance SKY Admin.
5. A Payment Term can optionally be applied to the Booking by selecting the appropriate Term from the drop-down.
   Note: Payment Terms must first be set up at Hub / Setup / Payment Terms.
6. A Booking Contract can also optionally be selected from the drop-down.
   Note: Booking Contracts must first be set up in Agvance Windows by selecting Design Booking Contracts at Accounting / Setup / Preferences on the A/R tab.
7. If the Seller Signature Only From Logged In User option is checked at Accounting / Setup / Preferences on the A/R tab, the Seller Signature will populate automatically with the name of the User currently logged into Agvance SKY. If this preference is not enabled, a Seller Signature can be selected.
8. If applicable, Billing Comments can be entered and will be visible to the Customer.

Generic Prepay Details

1. Choose the Generic Prepay Type from the drop-down.
   Note: Generic Prepay Types are set up in Agvance Windows at Accounting / Setup / A/R / Generic Prepay Types.
2. After indicating the Generic Prepay Type, the applicable Product will display. This Product is based on the Generic Prepay Type setup.
3. Indicate the Price Level.
4. Enter the Prepay Amount.
5. Checking Take Payment upon Creation of this Booking navigates to Agvance SKY Customer to complete the Payment there.

Notes

1. Additional Comments can be entered in the Notes section.
   Note: A maximum of 240 characters are allowed in this field.
2. After Notes are entered, select Create Order.