Tag: Customer Deposit

“You can only cancel orders without shipped fulfillments.”

Scenario: While cancelling the Sales Orders users are getting this message, even though no fulfilments are associated By design, only Sales Order with Pending Approval status can be Cancelled. However, when a Customer Deposit with Fully Applied status is found on the Sales Order, the system will not allow the order to be cancelled.  Solution Please… Continue reading “You can only cancel orders without shipped fulfillments.”

Applying a Customer Deposit

A customer deposit can be applied against an invoice when the order is complete. Deposits are applied by creating a Deposit Application transaction. It can be applied against an invoice either from a customer deposit record or on a customer payment form. Apply a deposit from a customer deposit record: Go to Transactions > Customers… Continue reading Applying a Customer Deposit

PART 3.3 – Customer Transaction GL Impact

Customer payments are the amounts received from customers in exchange for goods or services sold. To record the payments received that are not yet deposited to the bank, GL impact will show an increase in undeposited funds and a decrease in assets (account receivable).  Here’s how to record payments that are deposited directly into the bank.… Continue reading PART 3.3 – Customer Transaction GL Impact

How to create Customer Deposit from Sales Order using script

Creating customer Deposit automatically whenever a sales order is created. Note: If we create a sales order in currency other than the primary currency of the customer, by default the script will take the primary currency of the customer as the currency in customer deposit. This will throw an error while running the script. That… Continue reading How to create Customer Deposit from Sales Order using script