Keystroke Point of Sale Help


Configuration Manager - Menus - Settings - Sales Transaction Types - Recurring Charge

Recurring Charges are transactions used to invoice periodic charges. Usage example:

- A Customer pays each month for delivery of the same quantity of firewood.
- The store keeps a copy of the Recurring Charge invoice for the wood in the separate Recurring Charges Transaction Data file (along with other monthly recurring charges transactions).
- When the transactions are due each month, the Clerk runs the Process Recurring Transactions function from the Sales Manager Special Menu to convert a copy of the Recurring Transactions into Sales Invoices.

The Recurring Charges Sales Transaction Type is not enabled by default. Recurring Charges and their payments are saved to a separate data file (KSTRREC.DAT). Credit Card payments are stored by the Keystroke Payment Module in the file KPREC.DAT (unless processing with Cayan and using the Cayan Vault to store credit card information). When Recurring Charge transactions are created, credit card numbers and expiration dates are entered, and the Payment Saved message is displayed to confirm the payment is available for future processing, but is not yet being charged. Other Sales Payment Types, such as On Account, do not display this message.

Setup Screen Default Settings - Setting / Default / Status:

Enabled / OFF / May be changed

Name / Recurring Charge / May be changed

Menu Name / Rec&urring Charge / May be changed

Short Name / RecChg / May be changed

Abbreviation / REC / May be changed

Description / For periodic recurring Invoices / May be changed

Next Number From / Recurring Charge / May be changed

Data File / KSTRREC.DAT / May be changed

Save Payments To This File / ON / May be changed

Directory / NULL / May be changed

GL Payment Posting / Non-Posting / May be changed

Hot Key / [Ctrl]+[U] / 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 TotShp / 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 / OFF / May be changed

Auto-Fill Shipped Qty On New Edit / OFF / May be changed

Detail Box / Line Item Comment / 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 / ON / May be changed

Min Payment / 100% / 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 / OFF / May be changed

Qty Allocated / OFF / May be changed

Qty On Layaway / OFF / May be changed

Total Sold / OFF / May be changed

Last Sold / OFF / May be changed

Last Shipped / OFF / May be changed

Amount Due / OFF / May be changed

Total Purchased / OFF / May be changed

Last Purchase Date / OFF / May be changed

Back Order List / OFF / May be changed


Save Parameter Default Settings - Setting / Default / Status:

Convert When / Manual Only / May be changed

Convert To / Not Available / N/A

Prompt Before Converting / Not Available / N/A

Keep Number When Converted / OFF / May be changed

Don't Save Shipped Qty / OFF / May be changed

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 / Not Available / N/A

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 / Can be changed

Layaway / OFF / Can be Changed

Sales Order / OFF / Can be Changed

Quote / OFF / Can be Changed

On Hold / OFF / Can be Changed

Rental / OFF / Can be Changed

Gift Registry / OFF / Can be Changed

Special Order / OFF / Can be Changed

Service Order / OFF / Can be Changed

Recurring Charges / Not Available / N/A

Not Used / OFF / Can be Changed

Archives / OFF / Can be Changed

See:

Sales Transaction Types - Setup Screen

Configuration Manager Contents

Keystroke Help Table Of Contents