Sometimes posting sales invocies could fail because there is no inventory.
We still want clerks to be to enter cash receipts, and supervisors can post later when the inventory is fixed.
One Sales Invoices potentially can have multiple cash receipst by Payment Methods.
Payment Method
Cash
Check
AM EX
Visa
Master Card
Discovery
Zelle
Wire
Rental
Add a related list, Customer Payments, to Sales Invoice page (with record type = POS) for users to enter
Payment Method
Document No. (default to today’s date YYYYMMDD, users can overwrite it with the customer’s check number)
Amount
Replace current Post button with a new Post. button.
Only for record type = POS
If Document Status = Open, post the Sales Invoice.
Check total Amount from the related list, Customer Payments.
If it is different from Remaining Amount of the Sales Invoice, error.
Create Customer Receipts for the Customer Payment.
One receipt for one payment
Payment Method picklist on Csutomer Receipt should have the above values.
Post Customer Receipts and apply them to the Sales Invoice.
To unpost to current 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.