Background
AATC will use Sales Invoices with Record Type = POS, to record sales transactions and then collect payments using a register.
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We still want users to be able to enter Customer Receipts even if the Sales Invoice is not posted. Supervisors can post the invoice and create customer receipts later when the inventory is fixed.
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Cash
Check
AM EX
Visa
Master Card
Discovery
Zelle
Wire
Rental
Add a related list, POS Cash Receipts, to the Sales Invoice page (with record type = POS). (done)
Payment Method
Document No. (default to today’s date YYYYMMDD, users can overwrite it with the customer’s check number)
Amount
Replace the current Post button with a new Post. button.
Only for record type = POS
If Document Status = Open, post Amount
Add a Post Cash Receipts button to the POS Sales Invoice to create and post Customer Receipts and apply Customer Receipts to the Sales Invoice. Done
Check the total Amount from the related list, POS Receipts.
If it is different from the Remaining Amount of the Sales Invoice, error.
Create Customer Receipts. One Customer Receipt per POS ReceiptError if the Sales Invoice is not posted.
Error if the total payment does not equal the total Sales Invoice Amount
Add a Sales Invoice lookup field to the Customer Receipt page.
Copy Sales Invoice to Customer Receipt.
Make sure to copy the Payment Method to the Customer Receipt.
Payment Method picklist on Customer Receipts should have the same values listed above
Post Customer Receipts and apply them to the Sales InvoiceBank Account must be the Undeposted Cash Account defined on the Company Setup.
To unpost to correct cash receipt mistakes. Users must:
Unpost Customer Receipts one by one.
Delete Customer Receipts
Then correct Customer Payments on the Sales Invoice.
Or unpost Sales Invoice to correct itThen click the Post Cash Receipts button again.
The End of Date report must be based on Customer Receipts.
We may need to create a few formula fields on Customer Receipts to get data (such as Warehouse) from the Sales Invoice.