Set Customer Balance equal zero monthly

May 16, 2008 6 Replies

I have a customer with a prison who sets a credit limit for inmates at $500 per month for On Account purchases. Each month they want to zero the amount of the balance so the prisoners can then charge up to $500 the following month. This goes on month to month. Is there an SQL statement that lets us zero these balances? Supposedly they used to be able to do this in Quick Sell 2000 through an SQL in the Doctor. We are using Store Ops ver 2.0.0105, single user license.



If we can't do this through an SQL in the Administrator, what is the fastest method. There are over 800 customer records and going through them one by one to zero out the balance is not practical. Taking a payment through the POS to zero them out, would also be very time consuming.


Let me know since they are not going to apy their A/R what you realy want to do is run an adjustment at the end of each month with right reason code to wrie off that months charge this automatically resetting the account balances to the credit limit of 500. This is a small program rather than sql statement. Drop me an email to discuss this please.

Afshin, Thank you for the offer of a custom program, but my client isn't interested right now.

I need more ideas > Let me know since they are not going to apy their A/R what you realy want to

I think you need to explain what you want to do with the amount that is being zeroed out.

Do you want this to show up on the statement or to just disappear and not balance to anything?

Yes. We want the current balance to disappear. We can always run reports to find out what has been purchased, which is then deducted from the inmates "bank account". They have to have paid the monies in advance in order to buy anything in the store and that money is tracked outside of Store Operations.

The need to give them a credit limit in RMS is that the amount they can purchase is limited each month. If you behave badly, they lower the credit limit. It's an interesting situation.

Thank you for any assistance.

"Michael" wrote:

From Administrator, you can run the following query:

UPDATE Customer SET AccountBalance = 0

This will zero all customer account balances *on the Customer table only*. This won't update A/R, and if you try to run statements (Close Billing Cycle) you WILL get errors. Since you're not dealing with real money, you're probably a lot more tolerant of accounting errors than most RMS users.

I would urge you to always back up your database before executing ANY query.

Tom

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