How do I transfer a payment or existing customer credit from a sales order to another open sales order?

To transfer a payment or customer credit from one order to another open sales order, use one of the following methods:

1. Through “back office” entry:

1. Access the Maintain Customer Deposits screen and enter the customer’s account number at the Customer Code field.

2. From the grid, select the line with the deposit amount you want to transfer to another order.

3. At the Action field, select Apply.

4. At the Apply To field, indicate the order to which the deposit will be transferred.

5. In the Amount to Take field, enter the amount of deposit money to be transferred to the open order selected.

6. You can enter a comment in the Reason field for reference purposes.

7. Click the Add button to update the dollar amounts displayed in the grid, and then click the OK button to finalize the money transfer.

2. Through Enter a Sales Order:

1. From within the Enter a Sales Order process, access the Payment tab.

2. Click the Action button to the right of the Payments field. The Payment Summary Window displays.

3. Next, click the Actions button at the bottom of the Payment Summary window and select Deposit Maintenance.

4. The Maintain Customer Deposits (Deposit Maintenance) screen appears.

5. Follow the “back office entry” instructions above to transfer the deposit money to another order.