The Pending programs that are included in the Accounts Receivable System are used to view, manage and process items that have been sent out to customers, sales reps or trade shows at no charge. These programs are described completely in the documentation for the CRM System.
The Loaner Management Program is used to manage loaners (demo, eval units, samples) sent out to customers, reps or trade shows. The program displays type “R” Pending records, which are created when a loaner sales order is entered for the customer, rep or trade show account the items are being sent to. The Loaner Management program can be used to return the items to inventory, invoice the items to the entity that received them or write the items off to a general ledger account.
Ticket Billing Management
The Ticket Billing Management Program allows you to view and process customer shipments that have been managed using the Ticket Billing option. The Ticket Billing option allows you to ship to a customer during the month, but to delay billing them until the end of the month. As shipments with the Ticket Billing flag set are invoiced, the system converts the sales orders being processed from type S to type L or “Loaner” sales orders. When the Loaner shipments are created, type “T” or Ticket Billing records are created in the Pending file for the items shipped. These records are used to track the inventory which is now at the customer, until you invoice the customer. The Ticket Billing Management Program allows you to view the open and closed Ticket Billing records that have been created in your system, and to process transactions for the open Ticket Billing records in your system. The Ticket Billing Management program can be used to invoice the items to the entity that received them, return the items to inventory, or write the items off to a general ledger account.