ISTech Support Forum - Deposits not applying

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Deposits not applying (Read 832 times)

JereC Member I Love EvoERP! Posts: 100	Deposits not applying 11/27/13 at 11:42:43 When I get a deposit and put it into AR-N I am seeing many of the deposits are not getting applied and are showing as an open item on the Sales Order. Example, if the deposit actually is in full for the order, it still shows as being open. What am I doing wrong and the best way to fix this. Thanks ~ Jere'
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Lynn_Pantic Administrator evolution (n) - gradual change to a different form Posts: 5663	Re: Deposits not applying Reply #1 - 11/27/13 at 17:34:22 Are you attaching the deposits to the orders and not just entering them "On Account"?
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JereC Member I Love EvoERP! Posts: 100	Re: Deposits not applying Reply #2 - 12/02/13 at 13:56:18 The deposits are being applied to a sales order. What am I doing wrong?
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Lynn_Pantic

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evolution (n) -
gradual change to a
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Posts: 5663

Re: Deposits not applying
Reply #3 - 12/02/13 at 15:21:10

If you are entering them in AR-N and attaching them to a Sales order then you should (with the old version you have) be prompted when invoicing to enter the amount of the deposit to apply. I know we h ave added some features relating to the prompt for the deposit but I don't recall any bugs with the old version regarding the basic functionality. The deposit date must be on or before the invoice date, you can't apply something that doesn't yet exist.

Lynn Pantic
IS Tech Support
lynn@istechsupport.com

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David Waldmann

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Re: Deposits not applying
Reply #4 - 12/04/13 at 10:55:54

We've never had any substantial issues with the Deposit system, and have used it extensively in both the old and new varieties.

The first time you print an Acknowledgement or Invoice after entering and attaching a Deposit you will see the following screen. You enter the amount of the Deposit you want to apply here, and it will deduct it from the Total shown on the Ack or Inv.

David N Waldmann
President
Vermont Hardwoods
Chester, VT

Evo-ERP, 5 user
IST Build: 3/4/19, patched 04/30/19
Pervasive v11.31
Server 2012 / Win10 x64
Crystal Reports v11

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ISTech Support Forum › Evo-ERP and DBA Classic › Accounting

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