Vendor Prepayments
The Vendor Prepayments form is used to enter advanced deposits made to your vendors. You may need to send a vendor a form of payment or deposit before that vendor will even order certain items for you. By entering a Vendor Prepayment in this form you will be entering a credit with that vendor that can later be applied to any invoice. All amounts entered into this form will be displayed as positive but will post opposite of what a Bill would in your general ledger.
The first thing you should notice at the top of this form is that it is a two tabbed form. This main Vendor Prepayment information will be displayed in the General tab and all the deposits made to that vendor will display in the History tab. It is like having two forms connected together for each Vendor Prepayment. You will also notice that the Prepayment Number, Vendor ID, Date and Currency fields at the top of the form remain there in both tabs so you always know what Vendor Prepayment you are working on when switching between the two tabs.
This form can be used to add, edit or delete records in the Vendor Prepayment form. To add new Vendor Prepayments, simply click the New button at the bottom of this form. If you need to edit existing Vendor Prepayments, just select the record you want to edit and make any necessary changes to the fields for that record. If the Vendor Prepayment is posted it will be necessary to unpost it prior to making any changes. For complete details on all the field descriptions for this form and a step by step guide on how to enter new Vendor Prepayments. See: Adding Vendor Prepayments.
The record navigation buttons at the bottom of the form are used to move from one record to another. It also displays how many records are in the Vendor Prepayment form and what record you are currently on. Clicking on one of the four buttons will navigate you through your existing data. You may use the Find button to find a specific record.
There are several helpful options that can be set in the Company Preferences form to help make data entry easier and faster. One great feature in the Company Preferences form is to have the text fields displayed a certain way when you enter data so that it is easier to read and more consistent throughout the program. You should also take a look at the Security form > Default Accounts tab and the Starting Numbers form for other related options that can be set.
Toolbar Buttons
Toolbar Buttons perform an action on the current record like adding, deleting or saving.
The New button will clear the form to allow a new Vendor Prepayment to be added.
The Save button will save the selected vendor prepayment.
The Delete button will delete the selected Vendor Prepayment.
The Find button will enable you to Find Vendor Prepayments.
The Undo button will cancel out the last change/s done to the record reverting it to its older state.
The Print button will open the Print Checks form where you can print a check.
The Post or Unpost button will update the general ledger. See: Posting Vendor Prepayments or Unposting Vendor Prepayments
The Vendor button will open the Vendor form to the selected vendor.
The Vendor Notes button opens the Vendor Notes form where you can view any notes about the selected vendor.
The Recap button will open the Recap form displaying a preview of what will be added to the General Ledger when you click the Post button.
The Close button will close the Customer Prepayments form.
Press F1 or click F1-Help at the bottom left corner of the form for help on what this form is all about.
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