In LS Central, you can do this with Customer Order if:
- You want to sell an item that does not exist in your store but is available in another store or warehouse.
- You have a customer in your store who wants to buy an item and either deliver or collect it at another store.
Payment balance and rounding amount
The Customer Order Details and Posted Customer Order Details pages show three related fields that track how a customer order has been paid for: Rounding Amount, Payment Balance, and Payment Status. Some payment tender types round the pre-approved payment amount to the nearest cent, unit, or other denomination (for example, a cash tender type that rounds to the nearest nickel). The Rounding Amount field captures that rounding difference so it is taken into account when the payment balance is calculated, instead of showing a payment balance that is off by a penny.
| Field | Description |
|---|---|
| Rounding Amount | The total rounding amount applied to the order's pre-approved payment, based on the tender type's rounding settings. This amount is included when the Payment Balance is calculated. |
| Payment Balance | The outstanding balance on the order, taking the Rounding Amount into account. A balance of zero is shown in bold, a negative balance is shown as unfavorable (typically red), and a positive balance is shown as favorable (typically green). |
| Payment Status | A short description of the Payment Balance: Full Payment, Partial Payment, No Payment, or Pending Refund. |
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How the rounding amount is calculated
The rounding difference comes from the Rounding and Rounding To settings on the tender type that was used to pre-approve the payment (for example, a cash tender type set to round to the nearest $0.05). When a payment is pre-approved with a tender type whose Rounding option is set to Nearest, Up, or Down, the difference between the original and rounded amount is accumulated on the order as the Rounding Amount. If the tender type's Rounding option is set to None, no rounding difference is applied.
How the payment balance and status are determined
The payment balance is calculated as follows:
- On Customer Order Details: Total Amount − Pre-Approved Amount, then the Rounding Amount is added if that difference is greater than zero, or subtracted if it is zero or negative.
- On Posted Customer Order Details, any amount already refunded to the customer at the POS is also subtracted from the result.
Based on the resulting balance, the Payment Status field shows:
- Full Payment – the balance is zero.
- Partial Payment – the balance is negative and a pre-approved amount has been recorded for the order.
- No Payment – the balance is negative and no pre-approved amount has been recorded for the order.
- Pending Refund – the balance is positive.
See also