I had a customer return a part that hadn't been paid for, but had been invoiced, so I went back into the work order and entered a line with a negative qty to return the item to my inventory, and re-invoiced the customer, therefore wiping that charge out and leaving a zero dollar invoice. The work order then closed. But when I look in AR at the aging, it appears as a charge line and a credit line, with zero balance. It will remain forever on my report as long as there is no activity for that customer. I had to jump thru hoops and adjust receivables to wipe that out. Why can you not have the abilty to select those 2 lines and have them offset each other. I had to do 2 "adjustments", 1 to wipe each line out. That was a pain in the butt, as I had 3 customers that returned parts in the last couple days. My support person at Bangert said it wouldn't have mattered if I had done it differently, by opening a new work order and entering a credit, they system just isn't recognizing those as offsetting each other. I work in a very busy agricultural office that has many many returns during the harvest season, I don't have time for multiple entries each time. Help!

by: Teresa M. | over a year ago | 7 General Enhancements