How do I refund a customer deposit on a deleted sales order?

If you delete an order for which a deposit exists, the deposit remains in the system until you either issue a refund or apply the deposit to another order.

To issue a refund:

1. Access Maintain Customer Deposits, then enter the Customer Code.

2. Select the Order line from the grid.

 An order number that begins with “D*” indicates that the order has been deleted.

3. At the Action field, select Refund and then indicate the Amount to Take and Reason for the refund.

4. Click the Add button. The system processes this transaction into the Enter Multiple Vendor Invoices entry program.

To apply the deposit to another order:

1. Access the order in Enter a Sales Order.

2. In the Step 3 – Payment tab, click the Action button at the Payments field.

3. In the Payment Summary Window that opens, click the Actions button to select Deposit Maintenance.

4. Select the canceled order in the grid (Type is CAN), then in the Amount to Take field, enter the amount to be applied from the cancelled order to the new order.

5. Click the Add button, then click Save.