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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Customer Deposits with...
Microsoft Dynamics GP (Archived)

Customer Deposits with partial shipments

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Posted on by Community Member Microsoft Employee

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
    soma Profile Picture
    soma 24,406 on at
    RE: Customer Deposits with partial shipments

    Not available.

    Hope this helps!!!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Customer Deposits with partial shipments

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

  • soma Profile Picture
    soma 24,406 on at
    RE: Customer Deposits with partial shipments

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

    Hope this helps!!!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Customer Deposits with partial shipments

    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.

  • soma Profile Picture
    soma 24,406 on at
    RE: Customer Deposits with partial shipments

    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!!!

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