Enter in this field the method of payment used when releasing this blanket sales order.  The default value in this field comes from the pay code set up in the Settings tab of the customer’s record.

This is the bank where payments for released and shipped quantities in this blanket sales order will be deposited.  The default bank comes from the pay code record.

This field is enabled if you have entered a pay code that has a Check or Credit Card pay type.  Enter in the Check/Card # field, the customer's check or credit card number which will be used for the payment.

If you enter a pay code that has a credit card pay card, the customer's default credit card information will automatically display in the corresponding fields. The default credit card is the very first credit card information saved in the customer's maintenance record.

To change the credit card number entered in the Card # field, click the List box button to select a different credit card number from the drop-down list which displays the credit card number(s) that you have set up in the customer record whose pay code(s) match(es) with the pay code that you entered in the Pay Code field.

If the pay code’s pay type is Check, the Apply Payment Automatically option in the pay code record must be marked to enable the Check # field. Manually enter the check number in this field.

If you enter a credit card number in the Check/Card # field, the system will automatically display, in these fields, the expiration date.

and the name of the cardholder that you have set up in the customer record.

Mark this checkbox if you want AccountMate to save the credit card information in the customer record upon saving this transaction. This checkbox is inaccessible if the Save Credit Card Information feature is inactivated in either the customer record or SO Module Setup.

The Reference field is accessible only if the Apply Payment Automatically option is activated in the pay code record.  Enter in this field, other references for the payment.

2.1. To change the default billing or shipping address, enter a customer alias code in the Alias field.  Alternatively, you may click the Lookup button to display the Search window showing the address aliases available for the customer record; then; click the address alias to select.

2.2. To manually amend the billing and shipping addresses, click the Overwrite button adjacent to the Alias field to enable the rest of the fields in the Billing Address or Shipping Address sections; then, enter the preferred address and contact information in their respective fields. Click the List box button in the State and Country fields to select from the list the options available. Note that the state and country fields have a validation in place.

2.3. If you want to call the contact's phone number, click the Dial number button beside the Phone field. Clicking this button will initiate a call using the default phone application set up for the workstation you are using. Ensure that Microsoft’s default phone application is properly configured to use this feature successfully.

2.4. If you want to send an email to the default contact, click the New mail message button beside the Email field. Clicking this button will open the default email application set up for the workstation, with the email address already filled in. To use this feature, ensure that Microsoft’s default email application is properly configured on the workstation you are using.

2.5. To create a new billing or shipping address, click the underlined Billing Address or Shipping Address field labels to directly access the Address Maintenance function.