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:
- Edit the check payment amount. An error appears stating "%1 is already posted for this payment line. Please create a new payment line for changes in excess of %1", where %1 is the current (incorrect) payment amount.
- Enter a check payment for a negative amount to reverse the original amount. An error appears stating "The payment amount must be non-negative for a payment of type Check."
- Searched Google
(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:
- The G/L entries for the payment need to end up with the net correct amount.
- The sales order needs to be in a state where full payment is still needed. (we are assuming it has not been released to the warehouse yet).
Thanks in advance for any advice.
