Reassign Customer Payment within Microsoft Dynamics GP

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Did you enter a payment for the wrong customer? Is the payment already posted? No problem! The Resource Group has developed a utility within Microsoft Dynamics GP that enables you to easily reassign a Cash Receipt to a different customer.

 

Steps to reassign a Customer Payment:

  1. Open the Reassign Customer Payment window
    Sales>Utilities>Reassign Customer Payment
  2. Enter or lookup the Customer ID that the payment was entered for. All unapplied payments for this customer will be displayed.
  3. Enter the customer ID you wish to assign the payment to in the Reassign Customer field on the payment line. Leave this field blank on payment lines that don’t need to be reassigned.

    Reassign Customer Payment within Microsoft Dynamics GP-image 1
    Reassign Customer Payment within Microsoft Dynamics GP-image 1
  4. Select the Process button and answer Yes to proceeding.

    Reassign Customer Payment within Microsoft Dynamics GP-image 2
    Reassign Customer Payment within Microsoft Dynamics GP-image 2
  5. The payment(s) are now assigned to the new customer.
Reassign Customer Payment within Microsoft Dynamics GP-image 3
Reassign Customer Payment within Microsoft Dynamics GP-image 3

A common use for this tool is to enter a payment using an UNKNOWN customer ID so that the payment can be posted. When you determine which customer the payment belongs to, simply use the Reassign Customer Payment window to assign the payment to a real customer.

Reassign Customer Payment within Microsoft Dynamics GP-image 4
Reassign Customer Payment within Microsoft Dynamics GP-image 4

Learn more about the Reassign Customer Payment product as well as our other RG products by contacting The Resource Group.

 

By Laura Schlotthauer, The Resource Group

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