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[EricE]

We ran into a situation today while processing an order..

The customer called on the phone and I took his order and charged his card and had it ready for shipping. I was then made aware that he was entitled to a discount; I went ahead and entered the discount into the order, was then distracted by another person in the office, went back to process the order - completely forgetting about the credit that needed to be issued and only noticed it when I printed out the invoice.

Is it possible to have some sort of alert that would inform us that there is a credit due on the account and ask if we wish to proceed?   If this functionality already exists I am unaware of how to enable it and any information would be appreciated.

[David Johns]

Eric,

Currently SuperManager  "Charged" status to orders as long as amount received >= amount due.  We could alter this so that if amount received > amount due it leaves it as open.  Would this remedy the situation?

Thanks,
David