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  • 1.  Moving payments between documents

    Posted Sep 29, 2022 02:12 PM

    We had a catastrophic event earlier this month, that resulted in us having to roll back our database (On 9/13, we restored to a backup taken the night of 9/8). After re-enabling access for new orders, we later found out orders placed 9/9-9/12, had interacted with our e-payment processor and tax software. As such, a new orders placed on 9/13 had the same document numbers as something placed on 9/9 or 9/12. Our e-payment processor didn't mind, because they use a transaction number they generate to keep track of which payment goes to what document. Our tax providers (avalara) instead rely on our own document numbers to be unique.

    In short, none of the new documents could post without completing tax, and tax wouldn't complete unless the documents had unique numbers. We decided that we would use the "Copy" function to move the documents to new numbers that hadn't been used by the time of the rollback. Tax is now calculating correctly for these copies of the orders, but payment is still trying to apply to the old ones. Is there a way to manually move credit card payments from sales invoice to another?

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    Kerry Dykstra
    IT Operations and Support Analyst
    Episciences, Inc.
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  • 2.  RE: Moving payments between documents

    TOP CONTRIBUTOR
    Posted Sep 30, 2022 08:54 AM
    Yes, you can remove Credit Card Payments from one SOP Invoice and reenter to another SOP Invoice as long as both are unposted.
    Go to the SOP Invoice transaction and open the Amount Received detail window. Where you see the credit card payment, chose Remove.
    You can then enter this on another unposted SOP Invoice.

    If you have more than a couple hundred of these, it is a simple SQL update to the SOP10103 table where you update SOPNUMBE from OLDFIELD to NEWFIELD.
    Then run Sales Utilities - Reconcile SOP Documents to update the other tables.
    In SQL we would import the OLDFIELD and NEWFIELD values from Excel to a small SQL table and then cursor this table to update SOP10103.
    Something like this for the small table called zzcolumnchanger:

    CREATE TABLE dbo.zzcolumnchanger(
    iUpdate tinyint NOT NULL,
    strColumn varchar(25) NOT NULL,
    iColIsNum tinyint NOT NULL,
    strOldField varchar(35) NOT NULL,
    strNewField varchar(35) NOT NULL
    )
    GO





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    Thaddeus Suter
    Retus, Inc
    HELOTES TX
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