My deposit did not create an overage

When a drawer that has nothing in it except a refund is closed with an overage that overage will not be created as a deposit correction when the drawer is pulled into the deposit process

Article Number: 111598

Products:

  • Blackbaud_Altru
​If you experience this issue manually add the deposit correction to the deposit:
  1. Click Treasury > Deposit Search
  2. Search for and select the deposit to access the deposit record
  3. Unlock the deposit by clicking unlock deposit under the task menu in the upper left hand corner of the screen
  4. Click the deposit Corrections tab > click add
  5. Add the date, amount, correction type, and payment method.
  6. Click save

Steps to Duplicate

Open a drawer and refund a payment
  1. Log into Altru as a user that currently does not have a drawer open
  2. Click Sales > order search
  3. Search for and select an order
  4. Click refund order > change the refund method to cash
  5. Click refund
Close the drawer with an overage
  1. Click Sales > Close Drawer
  2. Click Save without adding any amounts on the close drawer screen to create an overage
  3. Click Yes to submit the drawer
  4. Click Sales > approve closed drawer (notice the overage in the drawer)
  5. Click the arrow next to the drawer > click approve selected
Run the deposit process
  1. Click Treasury > Review Deposits
  2. Click Start process
  3. Choose a deposit template and date range that pulls in the drawer
  4. Click start
View the deposit
  1. Click Treasury > deposit search
  2. Search for and select the deposit that was just created
  3. Click on the deposit corrections tab

Environment

 Altru Arts & Cultural

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