Restricting Overpayment Credits to Certain Modules
RecTrac 3.1.10.16.00
Table of Contents
Problem
I am no longer able to restrict credits to certain modules in the Payment Screen following an overpayment. I need the ability to restrict the credit generated from the overpayment.
Solution
In Profile Assignments > Payment Profile > Update, expand "Credit Balance Restrictions" and then toggle on "Prompt for Credit Restrictions." This will display a "Allowed Credit Restrictions" box, allowing you to open a pick list of permissible credit restrictions. To create selectable credit restrictions, go to "System Code Management" > Add > Select "Credit Restriction" as the type > Create a code (name) and select the relevant module.
Steps For Solution
- From your RecTrac main menu, navigate to System Code Management.
- Click Add.
- Set System Code to a recognizable code that represents the module to which you are applying the credit restriction.
- Set Type to "Credit Restriction."
- Set Credit Module to the module(s) that needs the credit restriction.
- Optional: Select additional specific records to further restrict credits within a module.
- Click Save, repeating step 2 as needed for any additional credit restriction system codes.
- Go to Profile Management.
- Update your Payment Profile.
- Expand the Credit Balance Restrictions settings group.
- Check the Prompt for Credit Restrictions box, which will open Allowed Credit Restrictions.
- From among the Allowed Credit Restrictions options, select each credit restriction you have created.
- Click Save.
Now, when you make an overpayment in Global Sales, the system will ask if you want to apply the overpayment as a credit, and then will give you the option to restrict the credit of any of the modules in the drop down.