Skip to main content

Generate AR Override Codes

Distributor steps for generating an AR override code on Customer Search so a driver or sales rep can invoice a customer blocked by Enforce AR Collection or on-hold terms. Requires v22.07+.

B
Written by Bailey Naas-Thornton

Minimum Version Required: 22.07

Steps

How to Generate AR Override Codes

1. Using Universal Search, navigate to the Customer Search Dashboard.
​
2. Enter values to the filter fields to locate the Customer in need of an Override Code and click Search.
​
​ Note: If multiple Customers matched the search criteria, click the Arrow Icon to view the individual Company.
​
3. In the Customer Information section, enter an Invoice number into the AR Override field and click Generate Override Code.
​
​4. An overlay with the Override Code is displayed which is then given to the Sales or Deliver Representative to enter into their handheld.
​
​ Note: A Customer Note is generated to keep track of who generated the override code for audit purposes.

Best Practices

  • Override Codes are most commonly needed by Sales and Delivery people and are needed when the Enforce AR Collection field is set to an "Enforce When..." value. There are there to ensure collection of the balance due or On Hold terms are respected.
    ​
    ​

  • Clicking OK will close the overlay, but the code generated can still be found in the Customer Note that is generated as a result.
    ​
    ​

Did this answer your question?