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Copy custom field on customer deposit to Deposit Application via Workflow
Hi Gurus, We have a custom field on the Customer Deposit record. When creating a Customer Refund from the deposit, we would like to copy the value of that custom field to the related Deposit Application using a Workflow. In the workflow, we are using the Set Field Value action with the trigger set to After Record Submit,…
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How can a Customer Deposit be Fully Applied when the Payment Amount is more than the Applied amount?
We have a large customer deposit from which we have created 2 deposit applications. The customer deposit's status is Fully Applied, even though the total of the invoices on the Applied tab is less then the Payment Amount. Each of the 2 deposit applications has an amount remaining / unapplied amount, and the total of those…
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How to resolve Automatic Deposit Application error?
We have been using NS for about 1.5 years and have had our deposits automatically applied to invoices without a problem. We accept a deposit using the button the sales order page, and then when we generate an invoice from that SO the deposit is automatically applied. But for some reason around the time of the last NS…
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NSC | Customer Deposit Not Auto-applying to Invoice
By standard process, once a Customer Deposit is created for a Sales Order, the Customer Deposit will automatically be applied to the Invoice upon billing the order. To automatically apply the Customer Deposit, you need to ensure that you follow the below steps: 1. Sales Order form used should be "Sales Order" or ''Sales…