Reviewing Sales Orders with Unearned Revenue

Use the Unearned Revenue Review Queue to track single-invoice orders that are incomplete. Single-invoice orders are orders where the customer prefers to receive one invoice upon the first shipment, regardless of how many shipment generations the order includes.

Until shipped, items are debited against a General Ledger account for Unearned Revenue. Sales or accounting personnel can use the Unearned Revenue Review Queue to track the progress of single-invoice orders. Orders in the queue can also be edited, in case you need to remove late items the customer no longer wants. The excess funds can be applied to the customer's next order.

You can set single invoicing for a customer by enabling the Single Invoice? (Y/N) field on the Additional Customer Pricing/Printing Data screen. You can set single invoicing for an order using the Single Invoicing (Y/N) field on a sales order's Totals screen.

To review orders with unearned revenue:

From the Orders > Queues menu, select Unearned Revenue Review Queue.
In the Branch field, press F10 and specify one or all branches, whose orders you want to list.
In the Select Type field, press F10 and select which orders to list:

Select Complete to list orders that have completely shipped.
Select Open to list orders that have not completely shipped. After you select this option, you are prompted to enter the minimum number of days since the last open ship date for which you want to view open, single-invoice orders that have not shipped. This option is useful when you want to close out an order that is no longer active.
Select Both to list all orders with unearned revenue.

If prompted, enter the minimum number of days since the last open shipping date.
Review the field information. If an order has multiple open generations, they display combined on one line in the queue. Closed generations display separately.
If desired, use hot keys to View or Edit a selected order. For example, edit an order to remove unshipped items that are no longer needed.

Field	Displays...
Order #	sales order number.
Customer	customer name.
Order Amt	total for each order generation, followed by total remaining amount for entire order.
Unearn Amt	unearned amount, which is the amount billed in advance for unshipped items. A negative amount indicates a debit against the G/L account for Unearned Revenue. A positive amount indicates a generation that later shipped, offsetting the debit.