User guide

236 A/R–Accounts Receivable CC–Credit Card CCOF–Credit Card On File CV–Customer View
Exception Handling
ITEM RELATED EXCEPTIONS
Item-level changes are accessed via
VIVI
VIVI
VI Item View [F6] button—active only
after selecting the item to be changed. Direct access from Detail
function buttons automatically preselects the appropriate Item View tab.
The following descriptions assume the Item View has been selected and
displaying the General tab. Upon entry of the Item View, all tabs contain
currently selected item-level data.
PINPIN
PINPIN
PIN access is not shown, but in most
cases, configuration can be set to require it. Press the OK [F12] button to
exit the Item View and update changes or the Cancel [Esc] button to exit
with no changes.
Change Department, Category, or Item
0101
0101
01 Select Department, Category, or Item button—>List dialog
0202
0202
02 Select a new choice from the list
0303
0303
03 Button changes to the new choice
Change Quantity
0101
0101
01 Select a new quantity using the [1]–[10+] buttons
0202
0202
02 Extended Price field changes reflecting new quantity
Change Promised Date or Time
0101
0101
01 Select the Change Promised Date Task button—>Calendar view
0202
0202
02 Select new time using [-] and [+] buttons
0303
0303
03 Select new date by pressing day button—>General tab
Void Single Item, Single Quantity
0101
0101
01 Select Item in
VIVI
VIVI
VI—>Item highlighted yellow
0202
0202
02 Select the Void Task button—>Void dialog
0303
0303
03 Select Item [F12] button to void item—>Void Reason list
0404
0404
04 Select Void Reason from list—>”Void” watermark appears on
VIVI
VIVI
VI
0505
0505
05 Select OK [F12] to save void change—>Invoice print dialog
0606
0606
06 Select Yes [F12] to reprint voided invoice
(NOTE: Voiding the only item on an order effectively voids the entire order.)
Void Single Item, Multiple Quantity
0101
0101
01 Select Item in
VIVI
VIVI
VI—>Item highlighted yellow
0202
0202
02 Select the Void Task button—>Void dialog
0303
0303
03 Select Item [F12] button to void item—>Void Reason list
0404
0404
04 Select Void Reason from list—>Void quantity dialog
0505
0505
05 Enter void Quantity—>”Void” watermark appears on
VIVI
VIVI
VI
0606
0606
06 Select OK [F12] to save void change—>Invoice print dialog
0707
0707
07 Select Yes [F12] to reprint voided invoice