activant prophet 21 - epicorthis class is designed for… users with a basic understanding of...
TRANSCRIPT
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Activant Prophet 21
Overview of Cash Drawer Processing
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This class is designed for…
Users with a basic understanding of processing an order in Prophet 21 who need the ability to utilize cash drawer functionality, accept payments, and deposits in Front Counter
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Objectives
Open a cash drawerAccept Front Counter payments and down paymentsClose a cash drawerUtilize reports that aid in cash balancing
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This course will NOT cover…
Entering an orderProcessing an orderEntering a RMABank Reconciliation
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Cash Drawer Maintenance
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Open a Cash Drawer
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Open a Cash Drawer
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Open a Cash Drawer
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Accepting Payments
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Remittances
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Remittances
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Remittances Tab
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Remittances Tab
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Remittances Tab
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Remittances Tab
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Full Payment
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GL Impact – Invoice with payment
Account ImpactAR Credit
Cash (Cash Drawer) Debit
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Partial Payments
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Multiple Payments
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Overpayments
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Overpayments
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Overpayments
Payment Method Result
Leave on Order Unless you are guaranteed to invoice off of this order again, do not choose this option
Cash Returns money to the customer in the form selected
AP Credit Memo Will allow the creation of a check in return payment
Unapplied payment in AR Places an open credit in AR for the customer
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Types of Payments
Type of Transaction Impact on Order
Payment – items invoiced Payment applied to the invoice created
Payment – no items invoiced Payment applied to the order – applied to items when invoiced until amounts exhausted then considered a DP
Previous payment/Deposit and order canceled/completed
Return payment to customer: Credit, Cash, AP Debit Memo
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Downpayments/Deposits
Do you accept downpayments or deposits at your location?
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Customer Settings - Downpayments
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Front Counter Downpayments
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Types of Payments
Type of Transaction Impact on Order
Downpayment – items invoiced
Downpayment applied to the invoiced items
Downpayment – no items invoiced
Downpayment remains unapplied – will apply when items are invoiced
Downpayment changed Downpayment increase/decreased accordingly
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Front Counter Downpayments
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Front Counter Downpayments
Select when you are creating a DP and no remittance is acceptedSelect if you modify a downpayment value (Calc/Req DP Amt field edited)
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Front Counter Downpayments
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Downpayment Invoice
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Downpayments
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Payment Summary Report
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Payment Summary Report
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Payment Summary Report
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Adjusting a Cash Drawer
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Closing a Cash Drawer
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Closing a Cash Drawer
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Closing a Cash Drawer – GL Postings
Account Impact
Cash (Cash Drawer) Credit
Cash (Bank Account) Debit
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Cash Drawer Detail
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Cash Drawer Detail
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Summary
Open a cash drawerAccept Front Counter payments and down paymentsClose a cash drawerUtilize reports that aid in cash balancing
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For More Information…
Prophet 21 Help FilesVisit Activant on the web: www.activant.com
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