A/R Credit Memo issue
Posted: Fri Jul 07, 2006 11:43 am
Here's a problem we have. We created a credit memo for one of our youth, based on a fund-raising project. Then, applied a portion of the credit memo ($61) against the cost of her participation in our ski trip. So far, so good.
Then, her brother was going to summer camp, and wanted to use the unused portion of the sister's crediti memo against his camp fee.
We changed the name on the credit memo to the brother, and applied it. Unfortunately, we didn't count on the fact that the program shifted the entire original balance of the credit memo to the brother.
The problem is that now, on the individual statements, the sister shows a balance due of $61, and the brother has a credit balance of $61. Neither has a credit memo or invoice open.
How do I adjust the database to get the statements to line up with the invoices and credit memos? With no open items to work with, we can't just back out the change of name. Any ideas?
Then, her brother was going to summer camp, and wanted to use the unused portion of the sister's crediti memo against his camp fee.
We changed the name on the credit memo to the brother, and applied it. Unfortunately, we didn't count on the fact that the program shifted the entire original balance of the credit memo to the brother.
The problem is that now, on the individual statements, the sister shows a balance due of $61, and the brother has a credit balance of $61. Neither has a credit memo or invoice open.
How do I adjust the database to get the statements to line up with the invoices and credit memos? With no open items to work with, we can't just back out the change of name. Any ideas?