Moving a payment to a different order or event is different depending on if your organization uses the General Accounting & Analysis (GL) module or not.
If your organization uses the General Accounting & Analysis (GL) module, see Transfer Payments.
If your organization does not use the General Accounting & Analysis (GL) module, use the below steps. This process does not create journal entries.
- Locate the original payment.
- Right-click and select Tools -> Move Payment. The Move Payment screen opens.
- Select an event from the To Event drop-down if moving the payment to another event or to an order on another event.
- Enter the order number to move the payment to into the To Order field. The order must have the same bill-to account as the account for the payment. Use the magnifying glass next to the To Order field to search for an order on the event.
- Click OK.
You can use the audit log to record when payments are moved. The audit log records the original event/order for the payment and the new event/order for the payment. The audit log transaction type you need to turn on to record this information is Move Payment.
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