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When creating a new On Invoice Sales Program, the following header fields properties will display for data entry:
- Description: Enter the description of the program. This will display in the Programs list view and will help differentiate the sales program from all other On Invoice programs. This field is displayed in the header section of the record.
- Class: Select the Program Class to assign to the On Invoice program. This is for categorical purposes and the lookup will only include those program classes assigned a program type of ‘On Invoice’. This field is required.
- From: Enter the date as of which the On Invoice program is eligible. This field is required.
- To: Enter the date as of which the On Invoice program is no longer eligible. This field is required.
- Settle To: This field defaults to ‘Invoice’ and is not editable for On Invoice programs.
- Frequency: This field defaults to ‘Invoice’ and is not editable for On Invoice programs.
- Inactive: This field inactives the program record. Incative sales programs are not assigned to Sales Order transactions. This field is displayed when the program record is saved with the base properties.
Once completing the header fields, click Save.
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