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Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / Invoicing clients for ...
Microsoft Dynamics RMS (Archived)

Invoicing clients for deliveries based on COD- don't want to set credit limits for them

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Posted on by Kailash Pardasani 275

 In RMS for deliveries we make we currently have to set credit limits for clients in order to process the invoice, though they are not terms customers. There's no way that we will remember to set the credit limit for the particular customer back to 0 for every transaction. Payments are collected and returned by the driver the same day

We don't want to deliver with work orders or quotes and then have to send the invoice later as this is additional work. 

Is there a workaround for this?

Thanks.

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  • Community Member Profile Picture
    Community Member on at
    Re: Invoicing clients for deliveries based on COD- don't want to set credit limits for them

    You could change the work order or quote layout in the receipt layout for the printer to look the same as the invoice layout.  This would have 1 flaw of not having the correct invoice number later. 

    You could give the customer the exact credit of the sale prior to the invoice and then charge the sale to the customer's account, this would then set the credit limit available back to 0.00 but then would show that the customer owes a balance later which would need an adjustment.

     You could also setup a delivery payment type for each payment that could be collected, then during the end of day process balance the sales and payments according.  for example seperate a COD Check payment and then finish the sale to the COD Check type.  The payment type would be set to print 2 copies.  Then when the driver delivers the goods to the customer, they would pickup the check and that check would be attached to a driver's receipt that would get balanced to the register.

    This might be better resolved by talking to a partner about getting a customization so that RMS will do what you would fit better with your business practices.

    I hope this helps.
    Ed Boyer

  • Kailash Pardasani Profile Picture
    Kailash Pardasani 275 on at
    Re: Re: Invoicing clients for deliveries based on COD- don't want to set credit limits for them

     Thanks for your suggestions.

    Unfortunately all of them involve followup work which I am trying to avoid.

    We are currently setting the credit limits as the sale amounts and charging to customer accounts but this will obviously leave the credit limit on the person's account which can then be used later "unintentionally" which is what I'm trying to avoid as well.

    I'm hoping there is some type of addon available for this as what we are doing with deliveries is nothing out of the ordinary and I'm sure there are warehouse type operations out there who do the same and must have something in place within rms for this purpose.

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