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Sales Program Details Record View
Sales Program Details Record View
Sales Programs are used to automate the calculation of accruals that will be settled at a later date (Brokerage, Rebate, and Off Book programs), charges and/or discounts that need to show on a customer invoice (On Invoice programs), and expense/accruals that need to post with the sales transaction (Accrual programs). The purpose of this page is to display all applicable sales programs associated with the transaction. Additionally, users may update the Rate used to calculate the Program Amount.
Software Version: 2022.06.16 and newer
Page Header
Toolbar Icons | Description |
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Help | Opens the online WIKI help page for the current page.
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Save | Saves the changes made to the record. |
Save & Close | Saves your changes and closes the page. |
Page Details
Accruals Tab
This tab displays any items from the sales order that are qualify for a Brokerage, Off Book, Rebate and/or Accrual program.
Toolbar Icons | Description |
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Column Filter Show/Hide | Toggles between displaying and hiding a filter row in the grid under the column headers. The filter row will be displayed by default if the Quick Column Filter is also implemented in the page. When enabled, this will allow users to type in text to filter by a specific column. |
Excel | Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported. |
Group By Show/Hide |