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Account Tender for Work Order Deposits

The work order system needs to be able to use an account tender to pay for a deposit. The business need is a customer who has the ability to charge in RMS who wishes to start a work order. For example, a lighting store has a builder who they allow the charge. The builder sends their customers to the store to select their lighting needs. The builder will provide the store with an allowance for the customer to use for their lighting needs. This allowance is the deposit that need to be tendered using an account. Currently, I can not enter this deposit and pay for it by charging it to an account.

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Reply to
Jay Livingood at Allysystems
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It'll never happen, and this is why: Tendering a deposit on account is completely imaginary. Either they made a deposit or they put it on account. If you didn't get real money, then they didn't make a real deposit. Do you require a deposit or don't you?

For example: an account client special orders a $1000 widget. Special orders require a deposit. Putting the 'deposit' on account is no different than not having a deposit at all--since you didn't actually get any money in the first place. Why not just put it all 'on account', since that's what you're really doing anyways?

Tom

Reply to
Terrible Tom

Tom,

I don't think you read my post correctly. There are actually 2 customers involved in this scenario: a builder who has an account and a customer who does not. The builder will provide the deposit for a work order and the customer pays for everything else. The problem is that the builder may not always have the check in for the deposit in a timing that is needed for the creation of the work order. If the builder is a big client of the business and they always pay, why on earth wouldn't you let then charge the deposit.

I see your po> It'll never happen, and this is why: Tendering a deposit on account is

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Reply to
Jay Livingood at Allysystems

In your two customers/one sale scenario, one thing doesn't change. You don't really have the deposit until actually get the money. Putting a deposit on account is still the same as not taking a deposit at all.

Create the work order and override the deposit with zero. When you tender the WO, you will end up with zeros on your X & Z Reports.

When the check comes from the builder, treat it as payment on account for that invoice. When the balance is paid by the customer, treat it the same way.

RMS will not allow you to take money from Customer A and apply it to a Customer B's balance. I know of no accounting system that will.

Remember, 'Deposit on Account' is an oxymoron. No such thing exists. Either they made a dposit or they didn't. A promise of a deposit is not a deposit. A deposit is money in your hand. In your case, you have a work order with no deposit.

HTH, Tom

"Jay Liv> Tom,

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Reply to
Terrible Tom

Override the deposit to $0.00.

Reply to
Jason Hunt

This is the best (and only) explanation for this logic that I have read yet.

Reply to
Jason Hunt

Oops, Wrong thread for that message

Reply to
Jason Hunt

I am fighting this same logic. And, I agree with Jay.

It does not matter when I "really" have the deposit. I want to charge the customer's account today for something he will pick up at a time in the future.

By the logic you are using, I can't take credit cards for work orders either. I don't "really" have the money until a few days later, so I can't record these sales until I get a deposit from the processor.

In both cases, what I do have for my promise to deliver a work order is a promise to pay. In one, the customer promises to pay me for work I shall start for him. In the other the credit card processor promises to pay me for work I started for a customer.

Rob

"Terrible Tom" wrote:

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Reply to
Wrauberto

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