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Sometimes a check is incorrectly entered on a call center order, and we don't find out until after the payment is posted. In this particular scenario, I would like to know what to do when the check amount entered was higher than it actually is. (e.g., clerk entered $90 when they should have entered $81.)I tried the following:
(Note that this is in the Contoso demo environment.)Does anyone have any suggestions on how to handle this? There are two aspects that need handled:
Thanks in advance for any advice.
on the sales order if you click: Modify, Complete, and Delete to remove the original check payment line, then you can create a new check payment line for the correct amount. Editing the payment once posted (and checks are prepayments so posted immediately) is not supported. Deleting the original will generate a payment voucher reversal and then a new payment journal will be created for the new payment line. I am not aware of any way in the accounting functions to edit the value of an already posted payment voucher, I believe it must be reversed (which is what deletion of the payment line does) and a new payment added.
Ideally if using over/under tolerances (as configured in AR parameters) call center will prevent users from overpaying (or underpaying) orders within a tolerance which could help to catch user errors like this before the payment gets submitted.
Thank you! I confirmed that this works. I very much appreciate the help.
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