Changes salesperson or customer name for completed transaction

Posted by speeedr on January 5, 2007, 8:24 pm

Please log in for more thread options

Is there a method of changing the customer or salesperson linked to a
transaction that has already been completed? We sometimes process a
transaction with the wrong customer or salesperson and need to change it
after the customer has left, once we realize the mistake.

Posted by Terrible Tom on January 6, 2007, 2:04 pm

Please log in for more thread options

The simplest method, by far, would be to void and re-enter the sale. If you
are concerned about CC processing on the second transaction, void and refund
to cash then re-enter the sale as cash.

Using a query to update the transactionentry and/or orderentry table(s) is
possible but could be tricky.

Tom
--
Stop fishing for e-mail

"speeedr" wrote:

> Is there a method of changing the customer or salesperson linked to a

> transaction that has already been completed? We sometimes process a

> transaction with the wrong customer or salesperson and need to change it

> after the customer has left, once we realize the mistake.

Posted by speeedr on January 6, 2007, 2:47 pm

Please log in for more thread options

I am aware the the transaction can be voided and re-rung, but there must be
(or should be) an easier method of doing this. RMS should have something
built into it to enable the user to change the salesperson or customer after
a transaction has posted.

"Terrible Tom" wrote:

> The simplest method, by far, would be to void and re-enter the sale. If you

> are concerned about CC processing on the second transaction, void and refund

> to cash then re-enter the sale as cash.

> Using a query to update the transactionentry and/or orderentry table(s) is

> possible but could be tricky.

> Tom

> --

> Stop fishing for e-mail

> "speeedr" wrote:

> > Is there a method of changing the customer or salesperson linked to a

> > transaction that has already been completed? We sometimes process a

> > transaction with the wrong customer or salesperson and need to change it

> > after the customer has left, once we realize the mistake.

Posted by Glenn Adams [MVP - Retail Mgmt on January 8, 2007, 5:17 pm

Please log in for more thread options

I disagree that such a feature should exist, but if you want to see it,
enter a suggestion on Customer Source - http://mbs.microsoft.com - find
the link for "global suggestions"

Glenn Adams
Tiber Creek Consulting
http://www.tibercreek.com
glenn@tibercreek.com
----------------------------------------------
Please DO NOT respond to me directly but post all responses here in the
newsgroup so that all can share the information.

speeedr wrote:

> I am aware the the transaction can be voided and re-rung, but there must be

> (or should be) an easier method of doing this. RMS should have something

> built into it to enable the user to change the salesperson or customer after

> a transaction has posted.

> "Terrible Tom" wrote:

>> The simplest method, by far, would be to void and re-enter the sale. If you

>> are concerned about CC processing on the second transaction, void and refund

>> to cash then re-enter the sale as cash.

>> Using a query to update the transactionentry and/or orderentry table(s) is

>> possible but could be tricky.

>> Tom

>> --

>> Stop fishing for e-mail

>> "speeedr" wrote:

>>> Is there a method of changing the customer or salesperson linked to a

>>> transaction that has already been completed? We sometimes process a

>>> transaction with the wrong customer or salesperson and need to change it

>>> after the customer has left, once we realize the mistake.