Background
AATC will use Sales Invoices with Record Type = POS, to record sales transactions and then collect payments using a register.
If a customer wants to pay by credit card, AATC will use existing credit card machines (not GoldFinch yet) to charge.
AATC then posts the Sales Invoice and create a Customer Receipt to apply it to the Sales Invoices.
Issue
Sometimes posting a sales invoice could fail because there is no inventory. If a Sales Invoice is not posted, users will not be able to create a Customer Receipt.
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.
One Sales Invoice can potentially have multiple Customer Receipts by Payment Methods.
Payment Method
Cash
Check
AM EX
Visa
Master Card
Discovery
Zelle
Wire
Rental
Add a related list, POS Receipts, to the Sales Invoice page (with record type = POS).
Payment Method
Document No.
Amount
This table can be used if the Sales Invoice cannot be posted.
If the Sales Invoice can be posted, users can just Create Customer Receipts without using this new table. If there is more than one Customer Receipt, users can clone the first Customer Receipt to create a new one.
Future Enhancements:
Replace the current Post button with a new Post. button.
Only for record type = POS
If Document Status = Open, post the Sales Invoice.
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 Receipt.
Payment Method picklist on Customer Receipts should have the same values listed above
Post Customer Receipts and apply them to the Sales Invoice.
To unpost to correct 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 it.