Branch plant constants are used to determine if a line on a sales order is a future dated line using the specific commitment (days) field. Based on your setup and configuration future dated line items on an order may be included or excluded from the original authorization obtained during order entry. If you should choose to not include future dated lines in the original authorization you can use the batch authorization report (RQ6704201 - single threaded queue) to obtain an authorization for those lines once they are available for shipment. The steps below illustrate the order entry process for orders that have future dated lines.

Step 1

If credit card processing is desired during sales order entry be sure to select the payment instrument (i.e. ‘?’) allowing the credit card prepayment processing utilizing the SmarterCommerce interactive credit card authorization process to execute.

Step 2

Complete all sales order detailed lines within the sales order detail revisions application.  Once all sales order detail lines (including future dated lines) are complete press Ok to go to the Order Acceptance screen.  Then, click CC Processing to continue to the Credit Card Payments screen. Please note future dated lines may be included in the amount to authorize based on Processing Option settings. 

Step 3

Now, you will have several options available to pay for the order.  For more details on these options review them in the Overview section.

Step 4

Once a payment has been made be sure to click Update as needed and then click OK to save the order.