Activant Prophet 21 - EpicorThis class is designed for… Users with a basic understanding of...

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Activant Prophet 21 Overview of Cash Drawer Processing

Transcript of Activant Prophet 21 - EpicorThis class is designed for… Users with a basic understanding of...

Page 1: Activant Prophet 21 - EpicorThis 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,

Activant Prophet 21

Overview of Cash Drawer Processing

Page 2: Activant Prophet 21 - EpicorThis 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,

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

Page 3: Activant Prophet 21 - EpicorThis 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,

Objectives

Open a cash drawerAccept Front Counter payments and down paymentsClose a cash drawerUtilize reports that aid in cash balancing

Page 4: Activant Prophet 21 - EpicorThis 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,

This course will NOT cover…

Entering an orderProcessing an orderEntering a RMABank Reconciliation

Page 5: Activant Prophet 21 - EpicorThis 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,

Cash Drawer Maintenance

Page 6: Activant Prophet 21 - EpicorThis 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,

Open a Cash Drawer

Page 7: Activant Prophet 21 - EpicorThis 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,

Open a Cash Drawer

Page 8: Activant Prophet 21 - EpicorThis 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,

Open a Cash Drawer

Page 9: Activant Prophet 21 - EpicorThis 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,

Accepting Payments

Page 10: Activant Prophet 21 - EpicorThis 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,

Remittances

Page 11: Activant Prophet 21 - EpicorThis 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,

Remittances

Page 12: Activant Prophet 21 - EpicorThis 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,

Remittances Tab

Page 13: Activant Prophet 21 - EpicorThis 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,

Remittances Tab

Page 14: Activant Prophet 21 - EpicorThis 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,

Remittances Tab

Page 15: Activant Prophet 21 - EpicorThis 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,

Remittances Tab

Page 16: Activant Prophet 21 - EpicorThis 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,

Full Payment

Page 17: Activant Prophet 21 - EpicorThis 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,

GL Impact – Invoice with payment

Account ImpactAR Credit

Cash (Cash Drawer) Debit

Page 18: Activant Prophet 21 - EpicorThis 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,
Page 19: Activant Prophet 21 - EpicorThis 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,

Partial Payments

Page 20: Activant Prophet 21 - EpicorThis 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,

Multiple Payments

Page 21: Activant Prophet 21 - EpicorThis 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,

Overpayments

Page 22: Activant Prophet 21 - EpicorThis 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,

Overpayments

Page 23: Activant Prophet 21 - EpicorThis 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,

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

Page 24: Activant Prophet 21 - EpicorThis 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,

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

Page 25: Activant Prophet 21 - EpicorThis 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,

Downpayments/Deposits

Do you accept downpayments or deposits at your location?

Page 26: Activant Prophet 21 - EpicorThis 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,

Customer Settings - Downpayments

Page 27: Activant Prophet 21 - EpicorThis 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,

Front Counter Downpayments

Page 28: Activant Prophet 21 - EpicorThis 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,

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

Page 29: Activant Prophet 21 - EpicorThis 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,

Front Counter Downpayments

Page 30: Activant Prophet 21 - EpicorThis 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,
Page 31: Activant Prophet 21 - EpicorThis 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,

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)

Page 32: Activant Prophet 21 - EpicorThis 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,

Front Counter Downpayments

Page 33: Activant Prophet 21 - EpicorThis 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,

Downpayment Invoice

Page 34: Activant Prophet 21 - EpicorThis 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,

Downpayments

Page 35: Activant Prophet 21 - EpicorThis 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,

Payment Summary Report

Page 36: Activant Prophet 21 - EpicorThis 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,

Payment Summary Report

Page 37: Activant Prophet 21 - EpicorThis 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,

Payment Summary Report

Page 38: Activant Prophet 21 - EpicorThis 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,

Adjusting a Cash Drawer

Page 39: Activant Prophet 21 - EpicorThis 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,

Closing a Cash Drawer

Page 40: Activant Prophet 21 - EpicorThis 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,

Closing a Cash Drawer

Page 41: Activant Prophet 21 - EpicorThis 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,

Closing a Cash Drawer – GL Postings

Account Impact

Cash (Cash Drawer) Credit

Cash (Bank Account) Debit

Page 42: Activant Prophet 21 - EpicorThis 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,

Cash Drawer Detail

Page 43: Activant Prophet 21 - EpicorThis 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,

Cash Drawer Detail

Page 44: Activant Prophet 21 - EpicorThis 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,
Page 45: Activant Prophet 21 - EpicorThis 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,

Summary

Open a cash drawerAccept Front Counter payments and down paymentsClose a cash drawerUtilize reports that aid in cash balancing

Page 46: Activant Prophet 21 - EpicorThis 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,

For More Information…

Prophet 21 Help FilesVisit Activant on the web: www.activant.com

View Educational Services course offeringsBrowse DocumentationSearch the Solutions databaseSubmit a Support case

Email Professional Services [email protected]


Activant Prophet 21 - erpcustomer.epicor.com · This class is designed for… Purchasing personnel in charge of creating and editing purchase orders

Activant Prophet 21 - erpcustomer.epicor.com · This class is designed for… Purchasing personnel in charge of creating and editing purchase orders

Activant Prophet 21 - Epicor · Receiving without Invoicing Return to Supplier Enter qty to supplier in RMA Entry or RMA Receipts Make sure uncheck confirm checkbox in RMA Receipts

Activant Prophet 21 - Epicor · Receiving without Invoicing Return to Supplier Enter qty to supplier in RMA Entry or RMA Receipts Make sure uncheck confirm checkbox in RMA Receipts

Activant Prophet 21 - erpcustomer.epicor.com · SAP BusinessObjects’ Crystal Reports. Definitions Columns (fields) Contains a single piece of information. Definitions Columns ...

Activant Prophet 21 - erpcustomer.epicor.com · SAP BusinessObjects’ Crystal Reports. Definitions Columns (fields) Contains a single piece of information. Definitions Columns ...

Finance Charges, Customer Statements, and Customer Master … · 2009-07-29 · Activant Prophet 21 Finance Charges, Customer Statements, and Customer Master Inquiry Utilizing Customer

Finance Charges, Customer Statements, and Customer Master … · 2009-07-29 · Activant Prophet 21 Finance Charges, Customer Statements, and Customer Master Inquiry Utilizing Customer

Epicor Customer Web Site - Sign In - Activant Prophet 21 · 2010. 4. 19. · Prospect Wizard Go To options ... Google Maps for address of contact ... Alerts can now generate a task

Epicor Customer Web Site - Sign In - Activant Prophet 21 · 2010. 4. 19. · Prospect Wizard Go To options ... Google Maps for address of contact ... Alerts can now generate a task

Activant Prophet 21 - Epicor · 2010-04-01 · CRM Overview - Opportunities, Sales & Marketing Tools Customer Relationship Management Suite Course 2 of 2. This class is designed for

Activant Prophet 21 - Epicor · 2010-04-01 · CRM Overview - Opportunities, Sales & Marketing Tools Customer Relationship Management Suite Course 2 of 2. This class is designed for

Activant Prophet 21 - erpcustomer.epicor.com

Activant Prophet 21 - erpcustomer.epicor.com

Activant Prophet 21 - Epicor

Activant Prophet 21 - Epicor

Activant Prophet 21 - erpcustomer.epicor.com · was $5 each Bring up Voucher in Voucher Entry Clear Disputed checkbox Leave entry in Disputed Value Debit/credit memo created when

Activant Prophet 21 - erpcustomer.epicor.com · was $5 each Bring up Voucher in Voucher Entry Clear Disputed checkbox Leave entry in Disputed Value Debit/credit memo created when

Epicor Prophet 21 Overview

Epicor Prophet 21 Overview

Activant Acclaim

Activant Acclaim

Activant Prophet 21 - Epicor · For More Information… Prophet 21 Help Files Visit Activant on the web: View Educational Services course offerings Browse Documentation Search the

Activant Prophet 21 - Epicor · For More Information… Prophet 21 Help Files Visit Activant on the web: View Educational Services course offerings Browse Documentation Search the

Activant Prophet 21 - Epicor · Cycle counting is best performed at a time of day when there is no activity ... Update Physical Count window with final quantities Generate the Cycle

Activant Prophet 21 - Epicor · Cycle counting is best performed at a time of day when there is no activity ... Update Physical Count window with final quantities Generate the Cycle

Activant Prophet 21 - Epicor › downloads › wbt › CaPEDAnotes.pdfImport Basics Imports must be completed in layouts specified in Prophet 21 help files Multiple files may be necessary

Activant Prophet 21 - Epicor › downloads › wbt › CaPEDAnotes.pdfImport Basics Imports must be completed in layouts specified in Prophet 21 help files Multiple files may be necessary

Activant Prophet 21 - Epicor · 2010. 7. 20. · Capacity, min/max and reorder qty can be used for managing replenishment ... Available in Contract Fast Edit, Copy Contract and create

Activant Prophet 21 - Epicor · 2010. 7. 20. · Capacity, min/max and reorder qty can be used for managing replenishment ... Available in Contract Fast Edit, Copy Contract and create

Understanding Prophet 21 Databases - Epicorerpcustomer.epicor.com/.../r1543_UnderstandingProphet21Database… · Understanding Prophet 21 Databases . ... • Getting Started with

Understanding Prophet 21 Databases - Epicorerpcustomer.epicor.com/.../r1543_UnderstandingProphet21Database… · Understanding Prophet 21 Databases . ... • Getting Started with

Activant Prophet 21 - EpicorP21 Parsing tool processes the data stream.xml & .vbs are created via parsing tool Overview of Forms Printing Process Prophet 21 Crystal Viewer uses .xml,

Activant Prophet 21 - EpicorP21 Parsing tool processes the data stream.xml & .vbs are created via parsing tool Overview of Forms Printing Process Prophet 21 Crystal Viewer uses .xml,

Activant Prophet 21 - EpicorThe Cost Variance account is where the cost changes are posted Edit Inventory Cost Edit costs for multiple records by using the Query tab Edit Inventory

Activant Prophet 21 - EpicorThe Cost Variance account is where the cost changes are posted Edit Inventory Cost Edit costs for multiple records by using the Query tab Edit Inventory

Activant Prophet 21 - Epicor · system setting – Apply Credits in Cash Receipts, customer credits will be automatically be applied to the oldest to newest invoices in cash receipts.

Activant Prophet 21 - Epicor · system setting – Apply Credits in Cash Receipts, customer credits will be automatically be applied to the oldest to newest invoices in cash receipts.

Activant Prophet 21 - EpicorProphet 21 Help Files Visit Activant on the web: distribution.activant.com View Education Services course offerings Browse Documentattion Search the Solutions

Activant Prophet 21 - EpicorProphet 21 Help Files Visit Activant on the web: distribution.activant.com View Education Services course offerings Browse Documentattion Search the Solutions