Chapter 1_Bookings Release

This chapter describes enhancements made to the Bookings window to allow the user to release a booking directly to Counter Sales. Counter Sales Entry includes a "Bookings Exist" indicator. The indicator can be used to remind the user to check for bookings before completing the transaction for the customer.
This chapter contains the following sections:

• Changes to Bookings Entry

• Changes to Counter Sales Entry

• Changes to Sales Order Entry

• Changes to Invoice Maintenance

Changes to Bookings Entry
Bookings Entry has been modified to allow releasing the Booking to either a Counter Sales or a Sales Order.

1. Open Bookings Entry

(Transactions>Cinch Sales>Bookings)

1. Order button when selected will release the quantity to Sales Order Entry.

2. Create CS button when selected will release the quantity to Counter Sales.

   1. If the booking line is a Product (not an Item) the user will need to change the booking to a specific item id in order to release to Counter Sales Entry.

3. Select the expansion button next to the Create CS button to open the Order/Sale Transfer Details window.

Open

1.  

   1. Select the Invoice Batch Number that the Booking will get released to for a Counter Sales document.

   2. Select the Order Batch Number that the Booking will get released to for a Sales Order document.

   3. Order – Sale Date is the date to be placed on the document.

   4. Select the Release Branch to create the document in an alternate branch. If left blank the branch on the booking will be used to create the document.

   5. Select the Release Location, to override the location on the booking when creating the document.

   6. Open Counter Sale checkbox when marked Counter Sales Entry will open to display the newly created document when select Create CS is selected.

Changes to Counter Sales Entry
Counter Sales Entry has been modified with the addition of the Customer Has Bookings icon that will display if the selected customer has open bookings.

1. Open Counter Sales Entry

(Transactions>Cinch Sales>Counter Sales)

1. The Customer Has Bookings icon

   Open

   

   will display if the selected customer has an open booking(s).

2. Clicking the Customer Has Bookings icon drills down to the Bookings Entry screen.

   1. If the customer has only one booking it will be displayed.

   2. If the customer has mulitple bookings user will need to select the booking from the Bookings Lookup.

3. Delete a line, if the document originated from a Booking will return the quantity to the booking document.

4. Void/Delete button when selected if the document originated from a Booking will return the quantities to the booking document.

   1. If the Booking document is in history it will be reopened.

Changes to Sales Order Entry
Sales Order Entry has been modified to return voided or deleted quantity to the booking that generated the record.

1. Open Sales Order Entry

(Transactions>Cinch Sales>Sales Orders)

1. Delete a line, if the document originated from a Booking will return the quantity to the booking document.

2. Void/Delete button when selected if the document originated from a Booking will return the quantities to the booking document.

   1. If the Booking document is in history it will be reopened.

Changes to Invoice Maintenance
Invoice Maintenance has been modified to return voided or deleted quantity to the booking that generated the record.

1. Open Invoice Maintenance

(Transactions>Cinch Sales>Invoices)

1. Delete a line, if the document originated from a Booking will return the quantity to the booking document.

2. Void/Delete button when selected if the document originated from a Booking will return the quantities to the booking document.

   1. If the Booking document is in history it will be reopened.