Credit Memos – Creation

Credit Memos – Creation in Salesforce for Better Billing Management Overview This document will serve as an overview of the functionality available via Credit Memos (CM) to create a Credit Memo in Salesforce for better billing management. Definition: Credit Memos are records in Ascent that serve as a framework for giving the customer a credit […]

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Item Groups for AFP

Item Groups serve many purposes in Ascent.  First of all, it is a mandatory field on the item master.  You cannot create an item master record until there’s an item group referenced in that field. However, there’s an Admin Setting that will allow you to circumvent this rule. An Admin Setting called “Set This Item […]

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Pay – Sales Invoice

Overview  This document will serve to illustrate the process of applying multiple payments/credits against a specific invoice. Definition:  Pay on the Sales Invoice screen allows you to apply cash entries and credits. Ascent can create the following records, depending on what option is chosen: The Applied Cash Receipts record consists of the amount applied, the […]

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