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Customer tells AR department to use a credit card to pay a series of Invoices. It is entered through Cash receipts. Customer would like the Company to send him a conformation of what’s paid by that Credit Card. Does Great Plains have anything like that? Would seem like it should be there but I have never seen anything like that. Thanks in advance for your help.
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I have seen this request a few times...to answer the original question, there is nothing in GP out-of-the-box that you can really use for this. Even if you could find something that will show the information (like the posting report), it's really not presentable enough for most companies to give to a customer.
What I have seen done to address this issue is the creation of a custom report. Either using Report Writer or using SSRS/Crystal and using something like our GP Reports Viewer product to allow users to run it directly from the Cash Receipts Entry window (thereby automatically passing in the cash receipt number as the report parameter).
Hi Tom,
The fact that it is a credit card payment shouldn't be an issue as it is entered as a normal cash receipt. I guess what you are looking for is a 'Receipt' that you can send to the customer when the Cash is applied.
When you enter the cash receipt you can apply it against sales invoices,or you can apply it after the cash is posted. Eithre way, you end up with an Apply record for this cash receipt.
Would a Customer Statement print out suffice? (Tools >> Routines >> Sales >> Statements) - play around with this and see if it achieves wha you want.
Or you could modify the Cash Receipts Posting Journal that prints when you post an apply record, into a document that you can send to the customer.
If you were recording the cash receipt along with the Invoice, the sales entry edit list report could be modified into a receipt type document for the customer - but I guess you are entering the cash seperately and applying it to a number of invoices - in this case using the Cash Receipts Posting Journal would be your best bet.
The only other option would be an SSRS report that you could run for a specific Cash receipts Document.
FYI - this functionality is more suited to Microsoft RMS which integrates with GP.
Best regards,
Ian.
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