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Carry Forward Credits and Balances Due

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Overview

The Carry Forward system allows you to figure credits and balances from a previous order into the total of a new order.

 

If the system parameter AllowCarryForwards (in the Program group) is set to True, and there are one or more credits or balances from a previous order or orders, the following occurs while performing these tasks:

 

The user can select one or more balances or credits to move forward to the new order. Both balances and credits are moved at their full value since the order's total is not known at this point. The actual "carry" does not take place until the order is "saved". If you cancel the order, no previous orders are affected.

 

The user can choose to carry forward balances AND/OR credits to new orders created during the process. If you carry forward credits only, the user can specify whether to move the full credit amount or just the amount sufficient to cover the total of the new order.

 

If filling a backorder creates a new order because original order was approved, and there is a balance on the original order, the user is asked if they want the balance moved to the new order. If Yes, the full balance due by the customer is figured into the new order. If the original order has a credit, the user is asked if they want to move the entire credit or just the amount sufficient to cover the total of the new order.

 

If there is a balance on the original order, the user is asked if they want the balance moved to the new order. If Yes, the full balance due is figured into the new order. If the original order has a credit, the user is asked if they want to move the entire credit or just the amount sufficient to cover the total of the new order.

 

System Parameters

 

The following system parameters apply to the Carry Forward system:

 

 

 

 

 

 

NOTE: Since the system "carries" credit card transaction information forward to new orders, the credit card transaction on the original order cannot be credited for its full face value (i.e., the amount captured against the card). The column "Remaining" on the CCTerminal/Credit Card Terminal indicates how much of the transaction's original value can be credited to the card from this transaction. Any transactions created by the carry forward system carry the ID number of its parent transaction (for tracking and troubleshooting purposes) and both transactions (the amount offset at the original order and the payment on the new order) are marked so they are not exported by the Accounting Export system.

 

 

 

Credit Card Terminal

Created: 1/17/12

Modified: 2/6/12

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