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Transfer a Receipt

Paige Freeman
  • Updated

The scenario below walks through the process of transferring a receipt that has been applied to the wrong order (correct customer) or the wrong customer (and wrong order).

To transfer a receipt:

  1. From the Receipts or Unapplied Receipts screen, select Transfer Receipt.
    The Receipt Transfer screen displays, as shown below.  
  2. Select the Transfer Mode from the drop-down.
  3. If you select Credit Receipt or Line Receipt, a Line drop-down displays next to the Order Number fields. If Order Receipt is selected, no new fields display. Values in the drop-down are populated based on the fixed codes defined for the FAR "TRANSFER_MODE" system type.
  4. In the Move Receipt From This Order section, enter or edit the Order No. if necessary..
  5. In the To This Order section, search for and select the Order No. to transfer the receipt to.
  6. If the bill-to customer on the transfer-to order is different that the bill-to customer on the transfer-from order, the system displays a message asking if you want to update the receipt payor with the new bill-to customer.
  7. If the receipt was applied to the wrong order and wrong customer, click Yes to change the payor to the bill-to customer.
  8. Click Complete Transfer.