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Posting

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    Posting

    I would like to post a customer payment to the following fields in my customer table.

    Balance Brought forward
    Current
    30 Days
    60 Days
    90 Days
    120 Days
    If a customer pays an amount, it has to subtract the amount from the balance brought forward field, and also from one of the aging fields
    Thanks
    Dennis

    #2
    RE: Posting

    Dennis,

    The posting field rule permits conditional posts. Each row of the posting field rule could be used to conditionally post the current transaction to a different table, or to a different field in the same target table. However, your payment transactions may not exactly match the balance figures in any particular category (30, 60, 90, etc). If a payment was larger than the 60 day balance, you'd want to apply only a portion of it to the 60 day balance, and then apply the remaining part to the 30 day balance, wouldn't you? Otherwise you'd wind up with a credit balance in the 60 day column. See?

    I don't think this can be done successfully within field rules. My own approach would be to deal with this by using a custom script to do your own posting as the new transaction record is being saved, perhaps using the OnSave event script of the data entry form.

    -- tom

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      #3
      RE: Posting

      When you post payments, you have to post to the oldest charge first. Then if any payment is left over, to the next oldest charge and so on until the payment is used up. There is an article here:

      http://www.learn alpha.com/Autopay/Autopay.htm

      that discusses how to do this.

      Comment


        #4
        RE: Posting

        This would apply only if you are using a balance forward system, not open items. For an open item's system, payments must be applied to a specific invoice, even if it is an over/under payment.

        Lowell

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