change tender type when balancing till
When doing till balancing today I discovered that all payments have been listed as cash, although I am certain I put in the correct tender type at the time. My main issue is I cannot figure out how to change tender type on individual transactions before I clear the till. Can anyone help please?
Re: change tender type when balancing till
You have to reverse the payment - which will create a refund. Then create a new payment with the correct type. Note that there is a current project that will allow you to correct this type of error but hide it from the customer - see http://www.openvpms.org/project/transaction-reversal-suppression
By the way, I would be interested to know if you attempted to find the solution by consulting the Context Sensitive Help system. I was responsible for most of its text, and I am sorry to admit that it does not answer your question.
Some years ago I authored another help system - it had a topic 'Help - come here when all else fails' and here we had a set of pages that addressed topics which did fit easily else where. I suspect I need to add this to the OpenVPMS CSH system.
Regards, Tim G
Re: change tender type when balancing till
Thanks Tim,
I did have a look in context sensitive help and couldn't find anything. Later in the day I realised that I hadn't been changing the tender type at the crucial point as I thought I had changed it earlier in the process. When trying to correct the problem through "payments" I was also trying to use the wrong process. Mostly all better now
- except for the OTC payment (can anything be done to change tender type with an OTC?)
This system is totally new to me (have just taken over from Harry) and I hope to have a chance to go through the intro soon and so avoid a lot of these problems and a lot of basic questions.
Ann
Woohoo! All sorted wrt OTC
H Wever
Re: change tender type when balancing till
Ann- yes you can almost do the same 'reverse the payment and generat a new payment' trick with OTC payments.
The trick is to understand that the OTC account is in fact a special sort of Customer account. So if you call up the Customers|Account screen and press the Select button, you will get a select screen where you can request the OTC accounts - see below:
Select the required OTC account and you will see something like the following:
As you can see you can reverse a payment.
HOWEVER, now we are in the poo. With a normal customer, you call up the Customer|Payments screen and use the New button to create a new payment with the correct details. But with the OTC customer, if you call up the Payments screen, there is no New button so you cannot create a new payment. All you can is reverse out the Counter Sale itself and do a new replacement OTC with the correct payment details.
Can anybody else comment on the proper way to correct a payment type error in an OTC transaction?
Regards, Tim G
Re: change tender type when balancing till
This is the correct method - reverse the sale and payment and redo the lot.
Re: change tender type when balancing till
What I've done is to create an OTC adjustments "client" that we use for fixing up any mistakes with the payment type in the OTC account.
Matt Y.
Re: change tender type when balancing till
Matt - it feels to me as though you have a work-around for the fact that you cannot do a New Payment on the Customers|Payments window when the current customer is an OTC account.
It seems to me that it would be better to allow this (probably only for administrators).
Regards, Tim G