Receiving Payments on Account


M

Michael Behm

We use a "home built" accounting package. Because of this, we usually don't
receive payments to a customers account through the RMS POS, thus throwing
customers balances way off.

Is there a way to import a file with customer payments, or run an sql query
to update customer balances with what our accounting software says?

We are running three store locations w/HQ's. Version 1.2 for now, soon
upgrading to 1.3.

Let me know if any more information is needed.

Thanks,
Michael
 
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T

Todd Berger [MSFT]

Good morning Michael,

Thank you for posting your question about updating a customer's balance.

There is not a way to import a file to update the customer's balance; and
you may be able to update the AccountBalance in the Customer table but this
would cause issues with the running balance, etc. Running a SQL script
might also cause issues with customer statements if you are running them
within Store Operations Manager.

Here are a couple options:

1. Since whatever you decide will require extra work anyway why not enter
the payments into Store Operations POS (Shift+F4: Payment), and into your
accounting package, so that both systems have the same data.

2. Create an account adjustment, or adjust the current account
receivable(s), so that the system will have a record of what has been done.

Please let me know if you need any further assistance.

Todd Berger
Microsoft Online Support Engineer

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--------------------
From: "Michael Behm" <mbehm@hutchtel.net>
Subject: Receiving Payments on Account
Date: Tue, 25 Jul 2006 16:12:25 -0500

We use a "home built" accounting package. Because of this, we usually
don't
receive payments to a customers account through the RMS POS, thus throwing
customers balances way off.

Is there a way to import a file with customer payments, or run an sql query
to update customer balances with what our accounting software says?

We are running three store locations w/HQ's. Version 1.2 for now, soon
upgrading to 1.3.

Let me know if any more information is needed.

Thanks,
Michael
 
M

Michael Behm

Todd,

Thank you for your response. I understand your two explanations, but I was
hoping to find out there would be some other options.

We are probably a unique user of this software in the sense that many of our
customers never cut us a check for their statement balance. Their RMS
balance is deducted from an amount that our company owes them for. I was
hoping that I could grab this amount that is already in a different system
and feed it into the RMS system from the backside.

Reading back over your point #2, I was wondering if you know what the
various triggers that are ran when an account adjustment is done in the
system. Would it be possible to mimic these actions to adjust the customers
balance? Just a thought. Let me know if you would have any other input on
this topic please.

Thanks,
Michael
First District Association
 
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T

Todd Berger [MSFT]

Good morning Michael,

Thank you for the follow up.

You may be able to mimic these actions with a trigger; but technical
support does not write or support triggers.

You could take a look at the Solution Finder to see if there is a 3rd party
product that does this. The link is as follows; and you will want to filter
on Works With - Retail Management System:
http://www.microsoft.com/dynamics/solutionfinder.mspx

If there is nothing listed you could post a new question in this newsgroup
to see if any partners have developed triggers to do this; or if they have
a 3rd party product that does it.

Todd Berger
Microsoft Online Support Engineer

Get Secure! - www.microsoft.com/security
=====================================================
When responding to posts, please "Reply to Group" via your newsreader so
that others may learn and benefit from your issue.
=====================================================
This posting is provided "AS IS" with no warranties, and confers no rights.


--------------------
From: =?Utf-8?B?TWljaGFlbCBCZWht?= <MichaelBehm@discussions.microsoft.com>
Subject: RE: Receiving Payments on Account
Date: Thu, 19 Oct 2006 11:02:01 -0700

Todd,

Thank you for your response. I understand your two explanations, but I was
hoping to find out there would be some other options.

We are probably a unique user of this software in the sense that many of
our
customers never cut us a check for their statement balance. Their RMS
balance is deducted from an amount that our company owes them for. I was
hoping that I could grab this amount that is already in a different system
and feed it into the RMS system from the backside.

Reading back over your point #2, I was wondering if you know what the
various triggers that are ran when an account adjustment is done in the
system. Would it be possible to mimic these actions to adjust the
customers
balance? Just a thought. Let me know if you would have any other input on
this topic please.

Thanks,
Michael
First District Association
 

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