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KimKempf asked a question on 2 Jul 2014 5:00 PM

We have customers that prepay and that make deposits on orders.  We don't ship completed orders at one time.  We'd like to be able to record a deposit against a sales order and then transfer the deposit amount as we invoice it, which is usually multiple invoices.  How can this be done?  When I attempt it, it works great if the entire deposit is going against the invoice. But if the invoice is less than the deposit, it takes the balance of the deposit and puts it back to the customer receivable account.  We currently use GP 10.0.

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Suggested Answer
Somakarpagamoorthy Kanagasabapathy responded on 7 Jul 2014 12:22 PM

Not available.

Hope this helps!!!

Note: Please mark it as verified, if this answer your question. Because this will helps to some others who experience the same.

Best Regards,

Somakarpagamoorthy K | GP Techno-Functional Consultant | Dynamics Thoughts

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Somakarpagamoorthy Kanagasabapathy responded on 3 Jul 2014 2:04 AM

Better create Cash Receipts (Transactions-->Sales-->Cash Receipt) for the customers and deposit it. Once you transferred the sales orders to invoice, then apply the Cash Receipts against to the Sales Invoices in Apply Sales Document window(Transactions-->Sales-->Apply Sales Documents).

Hope this helps!!!

Note: Please mark it as verified, if this answer your question. Because this will helps to some others who experience the same.

Best Regards,

Somakarpagamoorthy K | GP Techno-Functional Consultant | Dynamics Thoughts

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KimKempf responded on 3 Jul 2014 11:00 AM

That is how we are currently doing it.  But we have so many customers that we play catch up all the time by going back and applying the payments.  Becomes a big mess and lots of research.  Was looking for an easier solution.

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Somakarpagamoorthy Kanagasabapathy responded on 4 Jul 2014 3:23 AM

I think no other options available for your case rather than Cash Receipt Sales Documents Apply.

Hope this helps!!!

Note: Please mark it as verified, if this answer your question. Because this will helps to some others who experience the same.

Best Regards,

Somakarpagamoorthy K | GP Techno-Functional Consultant | Dynamics Thoughts

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KimKempf responded on 7 Jul 2014 8:12 AM

Thanks Soma.  Do the newer versions allow for partial  application of deposits?

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Suggested Answer
Somakarpagamoorthy Kanagasabapathy responded on 7 Jul 2014 12:22 PM

Not available.

Hope this helps!!!

Note: Please mark it as verified, if this answer your question. Because this will helps to some others who experience the same.

Best Regards,

Somakarpagamoorthy K | GP Techno-Functional Consultant | Dynamics Thoughts

Reply