Scenario:
Our client wants to remove the applied customer deposits from the Sales Order and apply them to a different Sales Order.
Solution:
- Edit the Sales Order linked to the affected Customer Deposit
- Set Custom Form field to Standard Sales Order – Cash Sale
- Click Save
- A warning message will pop up: “Changing the form to a cash sale form will remove the link between the deposit and the sales order. The deposit will then be able to be applied to any open invoice. Do you want to continue?” – Click OK
- And then edit the Customer Deposit
- Select the Sales Order to be applied to the Customer Deposit under the Sales Order dropdown field
- Click Save