Work Order Partial Close Problem

Posted by Juli on February 16, 2007, 12:10 pm

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Jason, I didn't offer a recommendation how MS should fix the workorder
deposit. I described a work-around for how to leave only part of the deposit
on file.

What the work order system currently does is OPPOSITE of what you describe.
Assuming the price of item that's not being picked up is equal to or less
than the deposit amount, the system keeps 100% of the customer's deposit PLUS
requires the customer to pay for 100% of the item they're taking today. I
would prefer if it worked the way you describe, it would be much easier to
deal with.

What I wish the system would do: In the screen where you enter the items to
be picked up, simply ask, "How much of the deposit would you like applied to
today's partial pickup?" Then, we could enter a $ amount and proceed to the
tender screen and be done. No mind reading involved.

"Jason" wrote:

> I'd like RMS to read my mind, too.

> :)

> What you are describing would require that you tell RMS how much of the

> deposit you want applied to each line item on the work order. That sounds

> like more work than adjusting the deposit manually in the case of a partial

> pickup. Since there are so many deposit scenarios, RMS can't really satisfy

> all situations without some manual intervention. For example, in my business

> if a customer deposits $500 like in the scenario you outlined, I would

> typically not charge a $250 deposit when the first item is picked up. The

> customer has already shown good faith, and I am confident they will pay for

> item #2 when it arrives.

> RMS does a good job of making sure that the picked up items are fully paid

> for at least. As for requiring additional deposits - that needs to be left

> up to a human at the merchant (as scary as that sounds).

> > The work around for this is confusing but here goes...

> >

> > Open the workorder. Go to F9 and manually override the deposit amount with

> > the amount you want to leave on deposit. Then process the partial pickup.

> >

> > For instance, let's say the customer orders two items, each costing $500

> > ($1000 total). You take a 50% deposit with the balance due on delivery

> > (ignore sales tax for now). One item arrives and you want to enter a

> > partial

> > pickup. Since you want to leave a $250 deposit on file for the open item,

> > you

> > need to change the deposit amount from $500 to $250. Then process the item

> > pickup. It should charge the customer the balance due on their first

> > item--$250--and leave a deposit of $250 on file.

> >

> > I really dislike the Microsoft handles workorders and deposits. This

> > solution can be confusing to remember when the customer is right in front

> > of

> > you but at least it's a way to take care of your customer. Good luck.

> >

> > "Ed in Ireland" wrote:

> >

> >> Thanks Mickie,

> >>

> >> But the Layaway functioned similar to the Work Order. If NO deposit when

> >> tendering POS will only ask for what is being partial picked up. On a

> >> deposit less than full it will ask for the remainder of the total to be

> >> paid

> >> prior to pick up even if the total value of the picked up items is less

> >> than

> >> the deposit amount.

> >>

> >> Ed

> >>

> >> "Mickie" wrote:

> >>

> >> > Can you convert it to a layaway?

> >> > Layaways allow partial pickups with not all paid.

> >> >

> >> > mickie

> >> >

> >> > "Ed in Ireland" wrote:

> >> >

> >> > > Does anyone know of a way to close a partial Work Order where the

> >> > > deposit is

> >> > > not equal to the full amount.

> >> > >

> >> > > For example-

> >> > > Customer comes in and orders 4 pieces of furniture for $1000 and pays

> >> > > deposit of $600.

> >> > >

> >> > > 3 pieces we have in stock and deliver them to customer, 1 piece out

> >> > > standing

> >> > > on Purchase Order 10 week delivery. 3 pieces delivered retail for

> >> > > $600 and

> >> > > we would like to close them off the Work Order. If the Order had a

> >> > > deposit

> >> > > for the full amount no problem. As POS is, it will not let you do a

> >> > > Partial

> >> > > Pick Up if the order is not paid in full.

> >> > >

> >> > > Thanks in advance,

> >> > >

> >> > > Edward Jensen

Posted by Jason on February 17, 2007, 9:01 am

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I just tried to put two items on a work order - one $200 and one $800. The
deposit was $500. When I picked up the $200 item, it did not charge any
additional amount. When I went back and picked up the $800 (leaving the $200
item on order) the tender amount requested was $300. I don't understand your
comment.

> Jason, I didn't offer a recommendation how MS should fix the workorder

> deposit. I described a work-around for how to leave only part of the

> deposit

> on file.

> What the work order system currently does is OPPOSITE of what you

> describe.

> Assuming the price of item that's not being picked up is equal to or less

> than the deposit amount, the system keeps 100% of the customer's deposit

> PLUS

> requires the customer to pay for 100% of the item they're taking today. I

> would prefer if it worked the way you describe, it would be much easier to

> deal with.

> What I wish the system would do: In the screen where you enter the items

> to

> be picked up, simply ask, "How much of the deposit would you like applied

> to

> today's partial pickup?" Then, we could enter a $ amount and proceed to

> the

> tender screen and be done. No mind reading involved.

> "Jason" wrote:

>> I'd like RMS to read my mind, too.

>> :)

>> What you are describing would require that you tell RMS how much of the

>> deposit you want applied to each line item on the work order. That sounds

>> like more work than adjusting the deposit manually in the case of a

>> partial

>> pickup. Since there are so many deposit scenarios, RMS can't really

>> satisfy

>> all situations without some manual intervention. For example, in my

>> business

>> if a customer deposits $500 like in the scenario you outlined, I would

>> typically not charge a $250 deposit when the first item is picked up. The

>> customer has already shown good faith, and I am confident they will pay

>> for

>> item #2 when it arrives.

>> RMS does a good job of making sure that the picked up items are fully

>> paid

>> for at least. As for requiring additional deposits - that needs to be

>> left

>> up to a human at the merchant (as scary as that sounds).

>> > The work around for this is confusing but here goes...

>> >

>> > Open the workorder. Go to F9 and manually override the deposit amount

>> > with

>> > the amount you want to leave on deposit. Then process the partial

>> > pickup.

>> >

>> > For instance, let's say the customer orders two items, each costing

>> > $500

>> > ($1000 total). You take a 50% deposit with the balance due on delivery

>> > (ignore sales tax for now). One item arrives and you want to enter a

>> > partial

>> > pickup. Since you want to leave a $250 deposit on file for the open

>> > item,

>> > you

>> > need to change the deposit amount from $500 to $250. Then process the

>> > item

>> > pickup. It should charge the customer the balance due on their first

>> > item--$250--and leave a deposit of $250 on file.

>> >

>> > I really dislike the Microsoft handles workorders and deposits. This

>> > solution can be confusing to remember when the customer is right in

>> > front

>> > of

>> > you but at least it's a way to take care of your customer. Good luck.

>> >

>> > "Ed in Ireland" wrote:

>> >

>> >> Thanks Mickie,

>> >>

>> >> But the Layaway functioned similar to the Work Order. If NO deposit

>> >> when

>> >> tendering POS will only ask for what is being partial picked up. On a

>> >> deposit less than full it will ask for the remainder of the total to

>> >> be

>> >> paid

>> >> prior to pick up even if the total value of the picked up items is

>> >> less

>> >> than

>> >> the deposit amount.

>> >>

>> >> Ed

>> >>

>> >> "Mickie" wrote:

>> >>

>> >> > Can you convert it to a layaway?

>> >> > Layaways allow partial pickups with not all paid.

>> >> >

>> >> > mickie

>> >> >

>> >> > "Ed in Ireland" wrote:

>> >> >

>> >> > > Does anyone know of a way to close a partial Work Order where the

>> >> > > deposit is

>> >> > > not equal to the full amount.

>> >> > >

>> >> > > For example-

>> >> > > Customer comes in and orders 4 pieces of furniture for $1000 and

>> >> > > pays

>> >> > > deposit of $600.

>> >> > >

>> >> > > 3 pieces we have in stock and deliver them to customer, 1 piece

>> >> > > out

>> >> > > standing

>> >> > > on Purchase Order 10 week delivery. 3 pieces delivered retail for

>> >> > > $600 and

>> >> > > we would like to close them off the Work Order. If the Order had

>> >> > > a

>> >> > > deposit

>> >> > > for the full amount no problem. As POS is, it will not let you do

>> >> > > a

>> >> > > Partial

>> >> > > Pick Up if the order is not paid in full.

>> >> > >

>> >> > > Thanks in advance,

>> >> > >

>> >> > > Edward Jensen

Posted by Craig on February 17, 2007, 10:46 am

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I also don't understand the problem. I tried several work order
transactions, and RMS handled them correctly each time.
Craig

>I just tried to put two items on a work order - one $200 and one $800. The

>deposit was $500. When I picked up the $200 item, it did not charge any

>additional amount. When I went back and picked up the $800 (leaving the

>$200 item on order) the tender amount requested was $300. I don't

>understand your comment.

>> Jason, I didn't offer a recommendation how MS should fix the workorder

>> deposit. I described a work-around for how to leave only part of the

>> deposit

>> on file.

>> What the work order system currently does is OPPOSITE of what you

>> describe.

>> Assuming the price of item that's not being picked up is equal to or less

>> than the deposit amount, the system keeps 100% of the customer's deposit

>> PLUS

>> requires the customer to pay for 100% of the item they're taking today. I

>> would prefer if it worked the way you describe, it would be much easier

>> to

>> deal with.

>> What I wish the system would do: In the screen where you enter the items

>> to

>> be picked up, simply ask, "How much of the deposit would you like applied

>> to

>> today's partial pickup?" Then, we could enter a $ amount and proceed to

>> the

>> tender screen and be done. No mind reading involved.

>> "Jason" wrote:

>>> I'd like RMS to read my mind, too.

>>>

>>> :)

>>>

>>> What you are describing would require that you tell RMS how much of the

>>> deposit you want applied to each line item on the work order. That

>>> sounds

>>> like more work than adjusting the deposit manually in the case of a

>>> partial

>>> pickup. Since there are so many deposit scenarios, RMS can't really

>>> satisfy

>>> all situations without some manual intervention. For example, in my

>>> business

>>> if a customer deposits $500 like in the scenario you outlined, I would

>>> typically not charge a $250 deposit when the first item is picked up.

>>> The

>>> customer has already shown good faith, and I am confident they will pay

>>> for

>>> item #2 when it arrives.

>>>

>>> RMS does a good job of making sure that the picked up items are fully

>>> paid

>>> for at least. As for requiring additional deposits - that needs to be

>>> left

>>> up to a human at the merchant (as scary as that sounds).

>>>

>>> > The work around for this is confusing but here goes...

>>> >

>>> > Open the workorder. Go to F9 and manually override the deposit amount

>>> > with

>>> > the amount you want to leave on deposit. Then process the partial

>>> > pickup.

>>> >

>>> > For instance, let's say the customer orders two items, each costing

>>> > $500

>>> > ($1000 total). You take a 50% deposit with the balance due on delivery

>>> > (ignore sales tax for now). One item arrives and you want to enter a

>>> > partial

>>> > pickup. Since you want to leave a $250 deposit on file for the open

>>> > item,

>>> > you

>>> > need to change the deposit amount from $500 to $250. Then process the

>>> > item

>>> > pickup. It should charge the customer the balance due on their first

>>> > item--$250--and leave a deposit of $250 on file.

>>> >

>>> > I really dislike the Microsoft handles workorders and deposits. This

>>> > solution can be confusing to remember when the customer is right in

>>> > front

>>> > of

>>> > you but at least it's a way to take care of your customer. Good luck.

>>> >

>>> > "Ed in Ireland" wrote:

>>> >

>>> >> Thanks Mickie,

>>> >>

>>> >> But the Layaway functioned similar to the Work Order. If NO deposit

>>> >> when

>>> >> tendering POS will only ask for what is being partial picked up. On

>>> >> a

>>> >> deposit less than full it will ask for the remainder of the total to

>>> >> be

>>> >> paid

>>> >> prior to pick up even if the total value of the picked up items is

>>> >> less

>>> >> than

>>> >> the deposit amount.

>>> >>

>>> >> Ed

>>> >>

>>> >> "Mickie" wrote:

>>> >>

>>> >> > Can you convert it to a layaway?

>>> >> > Layaways allow partial pickups with not all paid.

>>> >> >

>>> >> > mickie

>>> >> >

>>> >> > "Ed in Ireland" wrote:

>>> >> >

>>> >> > > Does anyone know of a way to close a partial Work Order where the

>>> >> > > deposit is

>>> >> > > not equal to the full amount.

>>> >> > >

>>> >> > > For example-

>>> >> > > Customer comes in and orders 4 pieces of furniture for $1000 and

>>> >> > > pays

>>> >> > > deposit of $600.

>>> >> > >

>>> >> > > 3 pieces we have in stock and deliver them to customer, 1 piece

>>> >> > > out

>>> >> > > standing

>>> >> > > on Purchase Order 10 week delivery. 3 pieces delivered retail

>>> >> > > for

>>> >> > > $600 and

>>> >> > > we would like to close them off the Work Order. If the Order had

>>> >> > > a

>>> >> > > deposit

>>> >> > > for the full amount no problem. As POS is, it will not let you

>>> >> > > do a

>>> >> > > Partial

>>> >> > > Pick Up if the order is not paid in full.

>>> >> > >

>>> >> > > Thanks in advance,

>>> >> > >

>>> >> > > Edward Jensen

>>>

Posted by Juli on February 17, 2007, 7:28 pm

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I'm really sorry, I wrote one very important detail incorrectly (don't type
without adequate coffee).

If the items still on order up are equal or GREATER than the deposit amount,
RMS will require the customer to pay 100% of the item they are picking up.
For instance, assume they ordered two items: one for $5,000 and one for $600.
They gave me a $2,800 deposit. When the $600 item arrives first, RMS will
require the customer to pay the full $600 to pick it up.

I'm on RMS version 1.2. Have the newer versions have fixed this? If so, I'll
be thrilled when we upgrade to 2.0.

It's not technically difficult to override the deposit on the F9 screen as
described in my first post. But it's awkward in real-world situations when
the customer originally ordered $12238.92 worth of furniture, currently have
a deposit balance of $5520 left because they've already picked up 2 items
totalling 1198.98 and today they're picking up one item for $899.99.

"Craig" wrote:

> I also don't understand the problem. I tried several work order

> transactions, and RMS handled them correctly each time.

> Craig

> >I just tried to put two items on a work order - one $200 and one $800. The

> >deposit was $500. When I picked up the $200 item, it did not charge any

> >additional amount. When I went back and picked up the $800 (leaving the

> >$200 item on order) the tender amount requested was $300. I don't

> >understand your comment.

> >

> >> Jason, I didn't offer a recommendation how MS should fix the workorder

> >> deposit. I described a work-around for how to leave only part of the

> >> deposit

> >> on file.

> >>

> >> What the work order system currently does is OPPOSITE of what you

> >> describe.

> >> Assuming the price of item that's not being picked up is equal to or less

> >> than the deposit amount, the system keeps 100% of the customer's deposit

> >> PLUS

> >> requires the customer to pay for 100% of the item they're taking today. I

> >> would prefer if it worked the way you describe, it would be much easier

> >> to

> >> deal with.

> >>

> >> What I wish the system would do: In the screen where you enter the items

> >> to

> >> be picked up, simply ask, "How much of the deposit would you like applied

> >> to

> >> today's partial pickup?" Then, we could enter a $ amount and proceed to

> >> the

> >> tender screen and be done. No mind reading involved.

> >>

> >> "Jason" wrote:

> >>

> >>> I'd like RMS to read my mind, too.

> >>>

> >>> :)

> >>>

> >>> What you are describing would require that you tell RMS how much of the

> >>> deposit you want applied to each line item on the work order. That

> >>> sounds

> >>> like more work than adjusting the deposit manually in the case of a

> >>> partial

> >>> pickup. Since there are so many deposit scenarios, RMS can't really

> >>> satisfy

> >>> all situations without some manual intervention. For example, in my

> >>> business

> >>> if a customer deposits $500 like in the scenario you outlined, I would

> >>> typically not charge a $250 deposit when the first item is picked up.

> >>> The

> >>> customer has already shown good faith, and I am confident they will pay

> >>> for

> >>> item #2 when it arrives.

> >>>

> >>> RMS does a good job of making sure that the picked up items are fully

> >>> paid

> >>> for at least. As for requiring additional deposits - that needs to be

> >>> left

> >>> up to a human at the merchant (as scary as that sounds).

> >>>

> >>> > The work around for this is confusing but here goes...

> >>> >

> >>> > Open the workorder. Go to F9 and manually override the deposit amount

> >>> > with

> >>> > the amount you want to leave on deposit. Then process the partial

> >>> > pickup.

> >>> >

> >>> > For instance, let's say the customer orders two items, each costing

> >>> > $500

> >>> > ($1000 total). You take a 50% deposit with the balance due on delivery

> >>> > (ignore sales tax for now). One item arrives and you want to enter a

> >>> > partial

> >>> > pickup. Since you want to leave a $250 deposit on file for the open

> >>> > item,

> >>> > you

> >>> > need to change the deposit amount from $500 to $250. Then process the

> >>> > item

> >>> > pickup. It should charge the customer the balance due on their first

> >>> > item--$250--and leave a deposit of $250 on file.

> >>> >

> >>> > I really dislike the Microsoft handles workorders and deposits. This

> >>> > solution can be confusing to remember when the customer is right in

> >>> > front

> >>> > of

> >>> > you but at least it's a way to take care of your customer. Good luck.

> >>> >

> >>> > "Ed in Ireland" wrote:

> >>> >

> >>> >> Thanks Mickie,

> >>> >>

> >>> >> But the Layaway functioned similar to the Work Order. If NO deposit

> >>> >> when

> >>> >> tendering POS will only ask for what is being partial picked up. On

> >>> >> a

> >>> >> deposit less than full it will ask for the remainder of the total to

> >>> >> be

> >>> >> paid

> >>> >> prior to pick up even if the total value of the picked up items is

> >>> >> less

> >>> >> than

> >>> >> the deposit amount.

> >>> >>

> >>> >> Ed

> >>> >>

> >>> >> "Mickie" wrote:

> >>> >>

> >>> >> > Can you convert it to a layaway?

> >>> >> > Layaways allow partial pickups with not all paid.

> >>> >> >

> >>> >> > mickie

> >>> >> >

> >>> >> > "Ed in Ireland" wrote:

> >>> >> >

> >>> >> > > Does anyone know of a way to close a partial Work Order where the

> >>> >> > > deposit is

> >>> >> > > not equal to the full amount.

> >>> >> > >

> >>> >> > > For example-

> >>> >> > > Customer comes in and orders 4 pieces of furniture for $1000 and

> >>> >> > > pays

> >>> >> > > deposit of $600.

> >>> >> > >

> >>> >> > > 3 pieces we have in stock and deliver them to customer, 1 piece

> >>> >> > > out

> >>> >> > > standing

> >>> >> > > on Purchase Order 10 week delivery. 3 pieces delivered retail

> >>> >> > > for

> >>> >> > > $600 and

> >>> >> > > we would like to close them off the Work Order. If the Order had

> >>> >> > > a

> >>> >> > > deposit

> >>> >> > > for the full amount no problem. As POS is, it will not let you

> >>> >> > > do a

> >>> >> > > Partial

> >>> >> > > Pick Up if the order is not paid in full.

> >>> >> > >

> >>> >> > > Thanks in advance,

> >>> >> > >

> >>> >> > > Edward Jensen

> >>>

> >