by coldrick » Fri May 02, 2008 2:21 pm
What we are trying to do is...
Accept a backorder (goods not in stock) from a non account customer.
Accept a deposit (pre-payment) from the customer which may or may not be the full total of the invoice (or sales order, but prefer to do it through invoicing).
Have that deposit go into the nominated bank account.
When the goods arrive - invoice the goods through backorder control and have the system recognise that a deposit has been taken (or at least that the customer has an unallocated credit amount).
Have the credit amount applied to the invoice (either with or without a prompt).
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What would be the suggested way of achieving this? You mentioned once before that it could be achieved with a simple script at the invoicing stage if the non-account customers were set up as COD (no terms). Is this still the best option, and if so should the backorders be entered through invoicing or as a sales order? Can you provide the script for this?
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The closest we have been able to get to the above functionality is if we enter the order as a Sales Order to a COD customer. On saving, the system prompts for a deposit and the payment amount is recorded in the bank account. On invoicing the goods (when they arrive) the biggest problem is that the system doesn't alert the operator to the fact that the customer is in credit until after the invoice has been saved and the operator has been asked to collect another payment. If the operator hits "next" at this point the system then recognises that the customer has unallocated credit and asks if it should be applied. All that really needs to happen is for the "unallocated credit" prompt to occur first so that the system doesn't ask for another deposit on the invoice.
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We have tried many methods trying to get this working, and we have had mixed results including deposits not being shown in the bank account until the goods are invoiced (could be weeks later), and deposits not being applied to the invoice at all.
We have a summary file with screen shots which shows all the methods we have tried, and the results we got from each method and we can send it to you if you like, but I'm hoping there is just a simple solution that we have overlooked, or that can be fixed with a simple script.
Thanks.