SPEC 5815 - Expanded Payment Information in Navigator Order Management

Date Released: November 2017

Modules: Navigator Order Management

Description: A View Details link was added.

Reason for Change: This enhancement provides a view to get order totals including invoiced lines.

The setting Provide order totals view has been added to display a link in order inquiry.

Path: NAV 5>W=web access>A in Order Management.

With this setting enabled, the View Order Total Details link is included in the Available Options drop down.

When you click View Order Total Detailsthe Order Total Details popup displays.

The Order Total Details popup shows three sets of information

  • Both the full order total and the open order total breakdown for the order in grid form.
  • The current open order total amount and the total of invoices generated from the order.
  • A display of payments that have been taken and the current balance due.
The payments displayed here are the original amount received values. The Total Payments listed are the sum of these original amount received values. This value may differ from the Payments value shown in Navigator. The Payments value shown in Navigator is an unapplied payments amount taken from the cash register screen which will adjust payment totals for any amounts that have been applied to an invoice.

Associated Files

  • Payment Method Maintenance - ACT 115 - This option allows you to define your own payment method codes to control how payments are entered on the Cash Register screen and reported at the end of the day.