Transaction Transfers

Modified on Tue, 30 Jan 2024 at 09:24 AM

TABLE OF CONTENTS


Introduction

Facility:  AR_T_005

Menu Path:  Customers and Sales   Processing  Transaction Transfers


Customer Transfers can be used to move transactions or all transactions from one customer to another.

Where applicable, the function will update/move all Customer Transactions, Insurance Transactions, Inventory Transactions, Timesheets etc.


Using the Function

Select the 'From Customer' to list the transactions on the 'Debtor Transactions' tab.

Select the 'To Customer' to identify the customer to whom you want to transfer the transactions.


Debtor Transactions

This function allows you to move any transactions that are listed on the Customer/Debtor account.


Two options are available:

1. Transfer All Transactions

This will move all transactions from Customer to Customer, and the system will set the From Customer as Inactive. 

Once the customer from and to are selected just confirm the transfer (shown as item 1 below).

Note: All Transactions and Allocations will be moved.


2. Transfer A Single Transaction

This function will move a selected transaction from Customer to Customer.

Click on the transaction number to select it, and then confirm the transfer (shown as item 2 below).

Note: Only Unallocated Transactions can be moved. If a transaction is allocated you need to remove allocations and then do the transfer.


 


Insurance Transactions

This function allows you to transfer Insurance transactions that are not shown in the Debtor/Customer account, such as Commission Only Transactions.

Click on the transaction number to select it, and then confirm the transfer (shown as item 2 above).


Customer Transactions can also be moved from the Customers form, by clicking on the 'Customer Transfers' button.

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