Issue: How can I reallocate funds between two orders for the same customer?
Resolution: Follow these steps to transfer amounts for a single customer from one order to another.
The client has two orders that have been paid for in advance.
For customer orders 00C024-00000769 and 00CO24-00001206, the balance paid needs to be adjusted
In this case, the amount paid needs to be transferred.
- Set the account visibility setting in the documents.
Go to Quick menu > Personal settings > Show GL Accounts in documents.
2. Create a Mutual Settlement document-
Go to accounting module > with the Customer Debt Assignment transaction type.
On the Accounts Receivable tab, specify the order to which the amount is transferred.
On the Payee Attributes tab, specify the order from which the amount will be debited, check the contract and the account.
3. Check your actions by generating reports.
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