Transferring POS charge

Use Transfer POS lookup to partially transfer a POS amount. You can select the items and the amount of the item to transfer. Also, you can calculate the Pro-Rate Taxes for the selected POS Summary Charge based on the transferred amount.

  1. Select POS Summary Charge on the Folio tab.
  2. Select Actions > Transfer POS
  3. Specify this information in the Transfer Details section:
    To Account
    The account to which the POS amount is transferred.
    Note: 
    • By default, the value is set to the account for which the window is displayed. However, you can modify the value.
    • You must select an account for which No Post check box is not selected.
    To Account Folio
    The folio account to which the POS amount is transferred.
    Note: The folios must not be specified in the Property Parameters MOVETOVOIDFOLIO, CURREXCHANGEFOLIO, or TAXINVVOID.
    Pro-Rate Taxes
    If this check box is selected, the Amount and Percent for the selected lines are cleared.
    Note: Click Calculate for the application to calculate the pro-rated tax and include the Transfer Percent and Transfer Amount for the selected item.
  4. Click Submit.