Editing Pending Pre-Payment

manipulated

Hi,

Just a question on if this is a bug or what is the correct way to do this.

Basically we have a Sales order with status "Pending Prepayment".
Sometimes we need to edit the "Delivery date" or "promised Date"..to do this we have to set the status to "Open" as we cant edit it if its on pending.

So we open the order. the status is now "Open"..we make our changes and once finished now need to set this back to "Pending Pre-payment".

How can we do this? Currently if we need to change the Quantity, we credit the pre-payment so that it is wiped off and then create a new pre-payment. if we are just changing the dates..is there an easier way of doing this?. You cant manually set the status to "Pending"

Thanks

Alex_Chow

This is the correct way.

A credit is good to leave a paper trail of any change in the prepayment amount.

manipulated

Yep thats what they are currently doing if it changes anything in the prepayment amount.

But what if they are just changing the delivery date? or promised date fields?

They dont want to credit/cancel the prepayment, they just want to change a date on the order, but they cant as its pending pre-payment. If they re-open it to make a change on the date field, They cannot set it back to "pending Pre-payment"

Alex_Chow

There's a setting where the system will check if the prepayment is not received. It will prevent a posting of the document if the prepayment is not cleared.

But regarding status, this is a bug that Microsoft will probably not going to fix since they will be introducing a new pre-payment function in the next release.