Marked as Cash customers in Point of Rental
•Will pass transactions over any time money is received or refunded (on the Open of a contract with payment received)
•Full payment must be taken to pass the correct value with the correct sku in the rental/ sale field
•Partial payments taken must be posted as a deposit until the entire value of the rental/ sales amount has been collected, then it can be moved from the deposit field to the rental/ sale field.
•When deposits are taken they are posted in Epicor to the Deposit sku.
•The customer can have an individual sku (for True Value Rewards customers) or the default cash sku
•If the contract for an Epicor Account customer needs to be passed on open and/or a deposit is required on the contract of an Epicor Account customer, the default is to mark the Customer as a cash customer in Point of Rental and to add the sku to send the customer information to Epicor.
•Customers who are cash in Point of Rental but account in Epicor will need payment posted on the Open of the contract to pass them over- the recommended procedure for this is to pay the contract with a check and indicate in the check number field- AREP (for Accounts Receivable Epicor).
Marked as Account customer in Point of Rental
•Transactions will pass at the close of the contract
•Deposits are not taken on account customers
•The customer must have an individual Epicor sku
•The Receivable in Point of Rental should be marked paid in Point of Rental when marked paid in Epicor
The Point of Rental to Epicor interface creates a log file for all activity at C:\POR\POREpicor\Logs\Users\ …
Below is an explanation of the log file areas: