Create a retail (over-the-counter part sale) work order

1. At the EMMS main menu, select Maintenance | Work Orders. The Work Orders display screen appears.
2. Click Add OTC . The Create OTC Part Sale enter screen appears.
3. Fill in the fields as required.

   Billing Customeridentifies the customer to be billed. You can click on the Prompt button to select the customer from a list.

   Customer Contactis the name of the person at the customer company who is making the purchase. It is optional.

   Customer POis the number on the customer's purchase order. It is optional.

   Facilityis the facility creating the work order. You can click on the Prompt button to select the facility from a list.

   Opened Date/Timeis the date and time the work order was created.

   Override Address #is the sequential number identifying a billing address for the customer that is different from the standard. It is optional. You can click on the Prompt button to select the address from a list.

   Retail Customer is the retail customer making the parts purchase. You can click on the Prompt button to select the customer from a list.

   Sales Personis the salesperson handling the sale. It is optional. You can click on the Prompt button to select the salesperson from a list.

   Shopis the department or shop creating the work order. You can click on the Prompt button to select the shop from a list.

   Tax Prov/Stateis the province or state to be used for tax purposes. If the Customer & Invoice business parameter Allow Customer State Tax = Y:
        - if the customer has a tax prov/state, the tax will be calculated using the tax rate for the customer's tax prov/state.
        - if the customer does not have a tax prov/state, the tax will be calculated using the tax rate for the facility's tax prov/state.
        - if you enter a tax prov/state that is different from both the customer's and the facility's, the tax will be calculated using the tax rate for the prov/state you entered. You can click on the Prompt button to select the province or state from a list.

4. Click Enter . The Edit Work Order Parts change screen appears for the OTC work order.
5. Enter or select the Item Number and Quantity for each item being purchased.
6. Click the Estimated Charges button. The Estimated Charges OTC Parts display screen appears.
7. To enter payment, click Payment . The Payment Details add screen appears.
8. Fill in the fields as required.

   Authorization #is the authorization number from the bank for the credit payment/refund, if applicable.

   Card/Cheque # is the credit or debit card number, or the cheque number, if appropriate. All tender types except cash require the entry of card information.᛫

   Card Reader Numberidentifies which card reader is being used, if applicable. You can click on the Prompt button to select the card reader from a list.

   Expiry Monthis the expiry month on the credit card, if applicable.

   Expiry Yearis the expiry year on the credit card, if applicable.

   Nameis the name of the person as it appears on the credit card, if applicable.

   Payment/Refundidentifies whether the amount is a payment or a refund.

   Pre-authorizationidentifies whether or not pre-authorization is required.

   Tender Amountis the amount of money being paid, to 2 decimal places.

   Tender Typeidentifies how the payment/refund is being made, e.g. cash, credit, debit, etc. You can click on the Prompt button to select the tender type from a list.

9. Click Enter . The payment is recorded for the work order.

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