Note:
Related topics
This is the starting panel in the Co-op advertising vouchers routine. If no vouchers have been entered, then the panel is empty.
Options
| Claims | Select this option to view existing claims for the voucher. |
| Text | Select this option to work with text for the voucher. |
| Close | Select this option to close the voucher. |
Selection fields
- Voucher no
- This column lists the existing co-op voucher numbers.
- Status
- This column lists the statuses of the corresponding vouchers.
- Auth date
- This column lists the dates when the corresponding vouchers were authorised.
- Subs amt
- This column lists the subsidy amounts authorised for the corresponding vouchers.
- Customer
- This column lists the customers to whom the corresponding vouchers have been authorised.
- T
- Indicates if text exists for the voucher.
- Alpha field 1-5
- Displays five user-defined alphanumerical field names containing different data depending on the definition.
- Numeric field 1-5
- Displays five user-defined numeric field names containing different data depending on the definition.
Work with co-op vouchers (AUFD00104)
On this panel you maintain or view existing voucher information.
- Voucher number
- Displays the selected voucher form number.
- Customer
- Enter the customer number to whom this voucher should be authorised. This field cannot be maintained if reimbursement claims have been raised for the voucher.
- Status code
- Displays the status of the voucher, but can be changed.
Code Description 0 Available 1 Authorised 2 Voided 3 Part claimed 4 Claim completed 5 Closed
- Void reason code
- If the voucher status is 2 (Voided), then displays the reason code indicating why the voucher is voided. The field can be changed.
Code Description 0 None 1 Damaged 2 Lost 3 Manually voided 4 Expired
- Authorisation date
- Displays the date when the voucher was authorised.
- From date
- Enter the date from which the voucher should be valid.
- To date
- Enter the date to which the voucher should be valid.
- Subsidy amount
- Enter the amount authorised for the voucher.
- Amount claimed
- Displays the amount claimed for the voucher, if any.
- Currency
- Displays the currency in which the amounts are entered. The system currency code is defaulted, but can be changed.
- Payee number
- Enter the debtor account number, from the Business partner file, on which the reimbursement claims for the voucher should be raised.
- Account manager
- Displays a name from the Signature table indicating the salesman responsible for all accounts included in the voucher range to which this form belongs, if defined when the forms were generated. This field can be changed if this particular account should be managed by another salesman. The field is mandatory.
- Authorised by
- If the voucher status is 2 (Authorised), then displays the ID and name of the person who authorised the voucher.
Work with co-op vouchers, Add new voucher forms (AUFD00105)
On this panel you automatically generate records for newly printed co-op voucher forms. One record will be created for every printed voucher by voucher number range.
- Voucher range
- Enter the range of numbers identifying the vouchers that were newly printed and for which individual records should be created.
- Account manager
- Enter a name from the Signature table indicating the salesman that should be responsible for all accounts included in the voucher range. The account manager can be changed on voucher record level.
Work with co-op vouchers, Deletion (AUFD00106)
Work with co-op vouchers, Close (AUFD00109)
This panel displays the vouchers you selected to close. Click OK to confirm. Click Back to cancel.