Pos5/FNB: How to create AR Payment?: Difference between revisions
(Created page with "<u><b>Question :</b></u> How to create an AR Payment using POS Frontend? <u><b>Solution :</b></u> 1. Login POS Backend / Accounting > Point of Sale > Maintenance > Terminal Setting Maintenance > Edit your Setting ID > Appearance tab > fill up HQ Database Connection* box > OK > Test Connection > make sure is Test connection success > OK > OK File:000497-a.png HQ Database Connection* <Server Name>: Fill in your Server IP address (local for standalone, vpn for br...") |
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<u><b>Solution :</b></u> |
<u><b>Solution :</b></u> |
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1. Login POS Backend / Accounting > Point of Sale > Maintenance > Terminal Setting Maintenance > Edit your Setting ID > Appearance tab > fill up HQ Database Connection* box > OK > Test Connection > make sure is Test connection success > OK > OK |
1. Login <span style='color:red'>POS Backend / Accounting</span> > <span style='color:red'>Point of Sale</span> > <span style='color:red'>Maintenance</span> > <span style='color:red'>Terminal Setting Maintenance</span> > <span style='color:red'>Edit</span> your <span style='color:red'>Setting ID</span> > <span style='color:red'>Appearance</span> tab > fill up <span style='color:red'>HQ Database Connection*</span> box > <span style='color:red'>OK</span> > <span style='color:red'>Test Connection</span> > make sure is <span style='color:red'>Test connection success</span> > <span style='color:red'>OK</span> > <span style='color:red'>OK</span> |
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[[File:000497-a.png]] |
[[File:000497-a.png|1000px]] |
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HQ Database Connection* |
HQ Database Connection* |
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<Server Name>: Fill in your Server IP address (local for standalone, vpn for branch), SQL Instance Name, and SQL Instance Port Number here. |
<<span style='color:blue'>Server Name</span>>: Fill in your Server IP address (local for standalone, vpn for branch), SQL Instance Name, and SQL Instance Port Number here. |
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<SA Password>: Fill in your SQL SA Password here, leave it blank if you are using AutoCount default SA Password. |
<<span style='color:blue'>SA Password</span>>: Fill in your SQL SA Password here, leave it blank if you are using AutoCount default SA Password. |
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<Database Name>: Fill in your HQ Database Name here. |
<<span style='color:blue'>Database Name</span>>: Fill in your HQ Database Name here. |
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<BackEnd User ID>: Select an Accounting User ID. |
<<span style='color:blue'>BackEnd User ID</span>>: Select an Accounting User ID. |
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<BackEnd User Password>: Fill in that User ID Password. |
<<span style='color:blue'>BackEnd User Password</span>>: Fill in that User ID Password. |
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2.Frontend system do speed sync and then re login. |
2.Frontend system do <span style='color:red'>speed sync</span> and then <span style='color:red'>re login</span>. |
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3a.POS > More Function > Configuration Setting > General tab > fill in your Format under A/R Payment Numbering Format box > OK > OK > Yes |
3a. <span style='color:red'>POS</span> > <span style='color:red'>More Function</span> > <span style='color:red'>Configuration Setting</span> > <span style='color:red'>General</span> tab > fill in your <span style='color:red'>Format</span> under <span style='color:red'>A/R Payment Numbering Format</span> box > <span style='color:red'>OK</span> ><span style='color:red'> OK</span> > <span style='color:red'>Yes</span> |
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3b.FnB > More Function > Settings > Configuration Setting > General tab > fill in your Format under A/R Payment Numbering Format box > OK > OK > Yes |
3b. <span style='color:red'>FnB</span> > <span style='color:red'>More Function</span> > <span style='color:red'>Settings</span> > <span style='color:red'>Configuration Setting</span> > <span style='color:red'>General</span> tab > fill in your <span style='color:red'>Format</span> under <span style='color:red'>A/R Payment Numbering Format</span> box > <span style='color:red'>OK</span> > <span style='color:red'>OK</span> > <span style='color:red'>Yes</span> |
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[[File:000497-b.png]] |
[[File:000497-b.png]] |
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4a.POS > More Function > under Inquiry row > AR Payment |
4a. <span style='color:red'>POS</span> > <span style='color:red'>More Function</span> > under <span style='color:red'>Inquiry</span> row > <span style='color:red'>AR Payment</span> |
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4b.F&B > More Function > AR Payment |
4b. <span style='color:red'>F&B</span> > <span style='color:red'>More Function</span> > <span style='color:red'>AR Payment</span> |
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[[File:000497-c.png]] |
[[File:000497-c.png]] |
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5. <span style='color:red'>New</span> |
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5.New |
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[[File:000497-d.png]] |
[[File:000497-d.png]] |
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6.Select Debtor Code > click your payment method (Cash, Credit Card, Debit Card, Cheque or +) > fill in Payment Amt > OK |
6. Select <span style='color:red'>Debtor Code</span> > click your <span style='color:red'>payment method</span> (Cash, Credit Card, Debit Card, Cheque or +) > fill in <span style='color:red'>Payment Amt</span> > <span style='color:red'>OK</span> |
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[[File:000497-e.png]] |
[[File:000497-e.png|1000px]] |
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7.User can perform AR Payment from here. You can paid for other AR Invoices too. Just knockoff them all together. |
7.User can perform AR Payment from here. You can paid for other AR Invoices too. Just knockoff them all together. |
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[[File:000497-f.png]] |
[[File:000497-f.png|1000px]] |
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By: CK 20240529, Jacky 20240626 [ |
By: CK 20240529, Jacky 20240626 [000497] |
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{{NavigateForUser}} |
{{NavigateForUser}} |
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Latest revision as of 08:07, 26 June 2024
Question :
How to create an AR Payment using POS Frontend?
Solution :
1. Login POS Backend / Accounting > Point of Sale > Maintenance > Terminal Setting Maintenance > Edit your Setting ID > Appearance tab > fill up HQ Database Connection* box > OK > Test Connection > make sure is Test connection success > OK > OK
HQ Database Connection*
<Server Name>: Fill in your Server IP address (local for standalone, vpn for branch), SQL Instance Name, and SQL Instance Port Number here.
<SA Password>: Fill in your SQL SA Password here, leave it blank if you are using AutoCount default SA Password.
<Database Name>: Fill in your HQ Database Name here.
<BackEnd User ID>: Select an Accounting User ID.
<BackEnd User Password>: Fill in that User ID Password.
2.Frontend system do speed sync and then re login.
3a. POS > More Function > Configuration Setting > General tab > fill in your Format under A/R Payment Numbering Format box > OK > OK > Yes
3b. FnB > More Function > Settings > Configuration Setting > General tab > fill in your Format under A/R Payment Numbering Format box > OK > OK > Yes
4a. POS > More Function > under Inquiry row > AR Payment
4b. F&B > More Function > AR Payment
5. New
6. Select Debtor Code > click your payment method (Cash, Credit Card, Debit Card, Cheque or +) > fill in Payment Amt > OK
7.User can perform AR Payment from here. You can paid for other AR Invoices too. Just knockoff them all together.
By: CK 20240529, Jacky 20240626 [000497]
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AutoCount Accounting 2.0 & 2.1
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AutoCount Accounting 1.8 / 1.9
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AutoCount Payroll
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AutoCount POS
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AutoCount On The Go
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AutoCount Accounting Plug-In Documentations
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