Saturday, May 4, 2019

Apply an Existing Customer Deposit to an Existing Sales Order


User pulls up an existing Customer Deposit on edit mode and tries to apply the deposit to an existing sales order. On the Customer Deposit record > Sales Order dropdown, the order is not showing as a selection.


1. Edit the sales order and change the form to "Standard Sales Order", "Standard Sales Order – Invoice" or any forms customized from any of these Sales Order forms.

2. For "Standard Sales Order" or any forms customized from this form, on the Billing tab of the sales order record, any of the below should be set:

- Terms should be selected

- No Terms or Payment Method is selected

Create Deposit button is only available if the sales order is converted to an invoice. The form used should not be a cash sale type and payment method should not be set on the sales order.

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