The Layaway Transaction Type is typically used to accept a partial payment to reserve an item (or items) for a Customer. Additional partial payments may be made and when the balance of the Layaway Total is paid in full, the Layaway is automatically converted to a Sales Invoice. For example, a Customer asks to have an item set aside to be purchased in a week in exchange for a deposit of 10%. Payment is accepted and a receipt is printed.
The Layaway Transaction Type may be disabled but cannot be renamed. By default, Layaways automatically convert to a Sales Invoices when fully tendered. Layaways may be enabled for manual conversion. When a Layaways are saved, the system reduces Quantity On Hand (QOH) on Inventory records, and increases the Quantity On Layaway by the same amount. Amount Due and Total Purchased are also updated on Customer records. Last Sold, Last Shipped, and Last Purchase fields are not automatically updated, but the default settings may be changed to do so. In-store credit payments (On Account) are not allowed on Layaways. A deposit may be required, as determined by the Min Payment setting. Layaways always use the current date for calculating sales tax.
Setup Screen Default Settings - Setting / Default / Status:
Enabled / ON / May be changed
Name / Layaway / Permanent
Menu Name / &Layaway / May be changed
Short Name / Layaway / Permanent
Abbreviation / LAY / May be changed
Description / For items reserved on Layaway / May be changed
Next Number From / Sales Invoice / May be changed
Data File / KSTR####.DAT / May be changed
Save Payments To This File / OFF / May be changed
Directory / OFF / May be changed
GL Payment Posting / Layaway Deposits / May be changed
Hot Key / [Ctrl]+[L] / May be changed
Security Levels /see Default Sales Transactions Security Levels
Entry Parameter Default Settings - Setting / Default / Status:
Qty Only / ON - Qty / May be changed
OnOrd/Ship / OFF - OnOrd Ship / May be changed
TotQ/TShip / OFF - ToTQty TotShip / May be changed
List/MrkDn / OFF - Mark-Down / May be changed
Cost Profit / OFF - Profit / May be changed
Default Mode / Qty Only / May be changed
OnOrd To Shipped / Never / May be changed
OnOrd/Ship - Display Ship Totals / Not Available / N/A
Auto-Fill Shipped Qty On New Lines / Not Available / N/A
Auto-Fill Shipped Qty On New Edit / OFF / May be changed
Detail Box / Customer/Item History / May be changed
Disable Customer Display / OFF / May be changed
Customer History - Start Date /
0 / May be changed
Customer History - Show on Customer History Screen / ON / May be changed
Customer History - Warn if Existing Transaction / ON / May be changed
Customer History - Load Customer Line Item History / ON / May be changed
Customer History - Warn if Item on Existing Transaction / ON / May be changed
Complete Sale Parameter Default Settings - Setting / Default / Status:
Fields to be displayed:
Order Number / ON / May be changed
Salesperson / ON / May be changed
Discount / ON / May be changed
Shipping / OFF / May be changed
Editable Tax / OFF / May be changed
On Account / ON / May be changed
Payments / ON / May be changed
Orig Order Date / OFF / May be changed
Ship Date / OFF / May be changed
Not Before Date / OFF / May be changed
Not After Date / OFF / May be changed
Default Entry Fields (to which the cursor automatically navigates):
Orig Order Date / OFF / May be changed
Ship Date / OFF / May be changed
Not Before Date / OFF / May be changed
Not After Date / OFF / May be changed
Order Number / OFF / May be changed
Salesperson / OFF / May be changed
Discount / OFF / May be changed
Shipping / OFF / May be changed
Prompt for Payment / OFF / May be changed
Select Payment / OFF / May be changed
Edit Pay Date / OFF / May be changed
Confirm Totals / OFF / May be changed
Support Print Immediately / OFF / May be changed
Other Complete Sale Parameters:
Allow Credit Payments / OFF / May be changed
Min Payment / 0% / May be changed
Don't Give Back Change / OFF / May be changed
Give Change On Partial Shipment / OFF / May be changed
Update Parameter Default Settings - Setting / Default / Status:
QOH / ON / May be changed
Qty Allocated / OFF / May be changed
Qty On Layaway / ON / May be changed
Total Sold / OFF / May be changed
Last Sold / ON / May be changed
Last Shipped / OFF / May be changed
Amount Due / OFF / May be changed
Total Purchased / OFF / May be changed
Last Purchase Date / ON / May be changed
Back Order List / OFF / May be changed
Save Parameter Default Settings - Setting / Default / Status:
Convert When / Fully Tendered / Permanent
Convert To / Sales Invoice /
Prompt Before Converting / OFF / May be changed
Keep Number When Converted / OFF / May be changed
Don't Save Shipped Qty / Not Available / N/A
Copy Shipped Items to New Sale / Not Available / N/A
Print New Invoice / Not Available / N/A
Delete Filled Line Items / Not Available / N/A
Delete Completed Transaction / /
Archive To / None / May be changed
Reload Prices When Editing / OFF / May be changed
Reload Avg Cost When Editing / ON / May be changed
Use Current Date For Sales Tax / ON / May be changed
Rev Trans - Tax On Orig Date / OFF / May be changed
Recalc Shipping When Editing / OFF / May be changed
Ignore Purge Immediately / OFF / May be changed
Manual Conversion To: (based on Transaction Type that have been Enabled)
Sales Invoice / ON / May be changed
Sales Order / ON / May be changed
Quote / OFF / May be changed
On Hold / OFF / May be changed
Rental / OFF / May be changed
Gift Registry / OFF / May be changed
Special Order / OFF / May be changed
Service Order / OFF / May be changed
Recurring Charges / OFF / May be changed
Not Used / OFF / May be changed
Archives / OFF / May be changed
See:
Sales Transaction Types - Setup Screen
Configuration Manager Contents