Associate Credit with PID

The Associate Credit with PID function will link credits with specific map/lots. Note, this function does not automatically apply a credit to a specific invoice, it is only a reference to where/who the credit belongs to. This function is commonly used when a bank sends in multiple mortgage payments and one of the payments is for an invoice that is already paid. The system does not know which customer overpaid, so it will leave the credit without an association to anyone. Having the credit associated with a PID will assist you in finding an invoice that matches the PID when you are ready to assign the credit to a receivable. It is also used in conjunction to the Delete Transaction from Receipt process where a credit is created and needs to be associated with a specific PID (Associate Credit with PID).

 

To Associate a Credit with a PID, use the Receipts Data Access Tabs to search and select the credit. From the main menu select Receipt | Associate Credit with PID. The Associate Credit with PID dialog box displays. If you know the PID, you can type it into the Map, Lot, and Sub text boxes and click OK. Otherwise, you can use the tree view to browse for the PID or by Current Owner Name. Once you have made your selection, select OK.