Does anyone have a good way to show Sales Orders that have payment terms of prepaid to note as paid in full when the customer deposits = the amount of the order. TIA
m
MGBC
07/13/2023, 7:54 PM
You could probably make a custom field called "Customer Payment Status". And use a workflow to set it to Paid, partially paid, etc based on the amounts of deposits entered
MGBC
07/13/2023, 7:55 PM
You could use a custom field (not stored) that gets its source from a saved search...calculating up all the deposit amounts applied to the SO. Then use a Scheduled WF to check every 30min and update the Customer Payment status or even just a Applied Deposit Amount field on the SO
s
Simon Whittle
07/13/2023, 10:04 PM
I've used the standard status of pending approval/pending fulfillment for this. Enter everything as pending approval and have the status automatically flip to pending fulfillment when the deposit matches the order amount.