Note: Simple order entries only appear in systems not licensed for the iMIS Order Processing and iMIS Inventory Control modules.
AR/Cash provides two ways to record miscellaneous sales (whether cash or on account):
■ Directly record sales transactions (from AR/Cash, select Enter and edit transactions > Sales transactions)
■ Use the built-in simple order entry and billing subsystem (fromAR/Cash, select Process orders > Enter and edit orders)
Selecting the method best for you depends on whether you need to enter certain types of data (such as taxes and handling charges) and whether you need to print invoices.
When to record direct sales transactions
Recording direct sales transactions gives you these benefits:
■ Creates sales accounting entries as you enter transactions.
■ Immediately updates AR open items, and generates sales history (unless you enable the Separate Posting Cycle Required option with batch control).
However, direct sales transactions do not let you calculate sales taxes or generate invoices. Therefore, use this window to record only after-the-fact sales-related transactions, such as when invoices have already been manually prepared and sent out.
When to use Simple Order Entry
Use simple order entry for sales that have not been processed. When you use the Enter and edit orders window (see Enter and edit orders window - Simple order entry), you can apply sales tax, terms, freight, and handling charges on the window. You can also print and send invoice documents.
Note: Initially, the simple order entry only updates the Orders files. When you print invoices for these orders, iMIS then updates the accounting transactions and AR opens items and sales history under the iMIS hot-posting (real-time) feature.