Frequently asked questions around Orders are answered below and organized by topic.

Paying Legacy (Pre-20Spring Release) Orders

The following questions regard paying legacy orders from Fonteva versions released prior to the 20Spring release.

Question

Which new fields were introduced to the Sales Order in the 20Spring release?

Answer

Overall Total, Amount Paid, Balance Due, Credits Applied, Credit Notes/Adjustments, and Amount Refunded.

Question

How can I pay an Invoice created prior to the 20Spring release?

Answer

From the Invoice record, select Apply Payment and pay using the legacy payment interface.

Question

How can I pay a Sales Order or Proforma Invoice created prior to the 20Spring release?

Answer

On the Sales Order record, select Apply Payment and pay through the new Apply Payment page.

Important:

  • The following Sales Order fields introduced in the 20Spring release will not populate: Overall Total, Amount Paid, Balance Due, Credits Applied, Credit Notes/Adjustments, and Amount Refunded.

  • Partial Payments cannot be applied to Sales Orders created prior to 20Spring.

Question

My org was recently updated to 20Spring. How do I apply a Partial Payment to a Sales Order or Proforma Invoice I created in the previous release?

Answer

Partial Payments cannot be applied to Sales Orders created in pre-20Spring releases. These legacy orders must be paid in full.

Question

How can I view the balance remaining on a pre-20Spring release Sales Order?

Answer

Legacy Sales Orders can only be paid in full, so a partial balance is not possible for these types of orders. View the Sales Order amount in the Total field for pre-20Spring orders.

Question

How do Tax and Shipping factor into pre-20Spring release Sales Orders?

Answer

The system inserts new Tax and Shipping lines for pre-20Spring orders. The Total field reflects the correct Sales Order amount on legacy orders.

Important:

  • The following Sales Order fields introduced in the 20Spring release will not populate:: Overall Total, Amount Paid, Balance Due, Credits Applied, Credit Notes/Adjustments, and Amount Refunded.

  • Partial Payments cannot be applied to Sales Orders created prior to 20Spring.

Question

What should I do for pre-20Spring release Invoices that are not Posted yet?

Answer

On the Invoice record, select Edit. From the Edit Invoice modal, update the Status to Posted. Select Save to apply changes. Select Apply Payment to complete the transaction.