FAQ - Order Processing
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? |
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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? |
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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? |
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Answer | On the Sales Order record, select Apply Payment and pay through the new Apply Payment page. Important:
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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? |
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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? |
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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? |
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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:
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Question | What should I do for pre-20Spring release Invoices that are not Posted yet? |
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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. |