Move a Charge or Return to Correct Customer Account
Use this procedure to move a charge or return transaction from one customer account to another.
- From the main menu, select Adjustment
Initiate New Adjustment.
- Select Move a Charge/Return to Correct Customer Account.
- In the From Customer Number row, click Select Customer to select the customer that you want to move the transaction from. Tell me how...
-or-
Type the Customer Number and press Tab.
The customer name and account information appear.
- Repeat step 3 in the To Customer Number row to display the customer that you want to move the transaction to.
- Click Trans Lookup, to select the transaction.
- Click Add.
The account transaction information appears. View field definitions.
- Click Choose Fileto attach supporting documentation.
- To add a comment, click Add New. Tell me how...
- Verify that the total adjustments and the customer balances after the move are correct.
- Click Save.
- Click OK.