Ticket Billing Management

The Ticket Billing Management Program allows you to view 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.  The Ticket Billing option is discussed in detail in the Overview section of this document.

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.  The lonaer invoices or shippers, created when the orders are completed have a 0 value and the customer is not billed..  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 allows you to

•      View the open and closed records that are maintained in the system for items that have been shipped out using the Ticket Billing option. 

•      Create an invoice for items sent to a customer.  The Invoice Customer option allows you to invoice the customer for the Ticket Billing items that were previously shipped to them.  The records for the items are closed out as the customer invoice is created.

•      Return items to inventory when they are received back from your customers, reps, or trade shows.  The items are moved back into the selected warehouse, and a journal entry is made for any gain or loss that was recognized while the items were in pending.  The Ticket Billing records in the Pending file are closed as the transaction is processed.

•      Write off open records.  The Write Off option allows you to write off or charge the selected  items to a selected general ledger account.  The Pending records for the items are closed and the value of the pending records is charged to inventory and to the account that was selected for the write off.

Note:  Ticket Billing transactions are tracked in the Pending File, and the Pending records for the transactions are assigned a document type of “T” when they are created.  Only records which are assigned a type of “T” will be displayed in the Ticket Billing Management program.  Other Pending record types can be displayed using the RTV, Loaner, IFT and Pending Management Programs.


Display and Search Sequences

Status Radio Buttons

Zoom - Pending Detail Panel

Invoice Customer Button

Return to Inventory Button

Writeoff Button

All Serial Numbers

Tagged Serial Numbers

View Catalog Detail

Print Address Labels

Print Vendor Pending Sheet

Assign Tagged Items to Vendor

Assign Tagged Items to Customer