Updates to Records
Records update throughout the booking process and once the booking is marked as complete.
Here are some key changes to records during this process.
Location Record
Holder of Right changes to the authorising person when the booking is marked as complete.
Sale Status will change throughout the process from Available to Sale initially, to Quoted when added to a Sales Order, to Sold when an Invoice has been created.
The items, if purchased pre-need during the Sales & Booking process, will display on the Pre-Need Items tab.
If the items are ready to be redeemed at this time, this will also be displayed here. Please note that items can only be redeemed in a Sales & Booking.
The Sales and Booking tab will display the booking when the location is referenced in the booking. When the booking is marked as completed, the status of the booking will now display as completed.
The Quote tab will display the Sales & Booking ID and the Sales Order when the location is added to the sales order.
Reference Contact Record
If the sale was for the purchase of pre-need items, the person record will now have a disposition as Prepaid.
The Sales & Booking tab of the reference contact record appears with a link to the record and will be marked as completed.
The items purchased during the Sales & Booking process will display on the Pre-Need Items tab.
If the Items are ready to be redeemed at this time, this will also be displayed here.
Please note that items can only be redeemed in a Sales & Booking.
Applicant / Holder of Rights Record
In a pre-need scenario, the Reference Contact and the Holder of Rights may be the same record.
On the applicant or holder of rights' record, the documents tab will include the quote, invoice and receipts.
The ROI tab will include the area, the holder of right type (primary or other), and a link to the location code.
The completed booking will appear on the Sales and Booking tab.
If the holder of right is also the bill-to party, receipts for the payment will appear on the Receipt tab on the record.
This will include:
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The receipt created date
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Payer
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Payment type
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Invoice number
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The amount
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Receipt number
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The receipt date
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The salesperson who entered it into the system.
If the Holder of Right has been added as a finance customer, a new tab of Customer will now be available.
This tab is a summary of the integrated details that have flowed through to Sage 300 and serve as a quick way to see what is in the finance system without going into Sage 300.
