Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
Moving Payments from one account to another account RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    We are using CRM 2011.

    Under the Accounts there are Payments.   On occasion a payment will be assigned to the wrong account record.  Is there a way to move a payment from under one account to the correct account?

    Thanks

    Russ

    Russ

    Friday, April 11, 2014 4:59 PM

Answers

  • Question
    Sign in to vote
    0
    Sign in to vote

    if Payment is your new custom entity then you can just open relevant record and change account, if this field is present on form it will be look up so select correct account and save record it will automatically move to correct account.

    if account look up is not present on form (or read only on form) then this field needs to be added  (or updated) by system administrator and then you will able to change this.

    MayankP
    My Blog
    Follow Me on Twitter

    • Marked as answer by NC_Matthews Friday, April 11, 2014 6:03 PM
    Friday, April 11, 2014 5:51 PM
    Answerer

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote

    Russ,

    IF you are using the OOB Invoices to track payments then you will be able to change the account details till the invoice is paid (complete/partial). 

    If you are using a customized solution then additional details of your customization can help in answering your query

    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'


    Friday, April 11, 2014 5:40 PM
  • Question
    Sign in to vote
    0
    Sign in to vote

    if Payment is your new custom entity then you can just open relevant record and change account, if this field is present on form it will be look up so select correct account and save record it will automatically move to correct account.

    if account look up is not present on form (or read only on form) then this field needs to be added  (or updated) by system administrator and then you will able to change this.

    MayankP
    My Blog
    Follow Me on Twitter

    • Marked as answer by NC_Matthews Friday, April 11, 2014 6:03 PM
    Friday, April 11, 2014 5:51 PM
    Answerer
  • Question
    Sign in to vote
    0
    Sign in to vote

    Can you tell the steps of changing the account details (being who the Account record is)?  I will see if that works.

    thanks

    Russ

    Friday, April 11, 2014 5:53 PM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi Russ,

    Following are steps for the same..

    1. open the account (Account A) where currently payments are attached.

    2. once account is open on left hand navigation you will see attached payment records. (if you do not see payment links then your system admin needs to add this)

    3. now open relevant payment record which is attached to this wrong account A and once this record open locate account look up field (again if this field is not present then your system admin needs to add this)

    4. once you located this field click on look up button and find correct account (Account B) and click okay on look up screen

    5. once correct account is select, press Save (or Save and close) button on payment entity form 

    6. this should move relevant payment records to correct account

    Hope this helps..

    MayankP
    My Blog
    Follow Me on Twitter

    Saturday, April 12, 2014 8:55 AM
    Answerer