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Reallocating a payment (#CUSRAP01)

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20080325 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   7.X (and higher)   Video

Why reallocate a payment?

If you've accidentally allocated a payment to the incorrect Customer but you don't have permission (more on permissions: USRGRPABT01) to delete or change it, there is another way to do this. Please keep in mind that the reallocation, like everything else in StorMan, is logged within the system Event Log.


How do I reallocate a payment?

  1. Before you can reallocate a payment to another Customer, you'll need to find either the Customer code, Agreement number or Berth / Unit / Vault number of the Customer that you're reallocating the payment to. Once you have one of these identifiers handy, select the Accounting menu, then select Customer Receipts.
  2. Locate the payment that was incorrectly allocated (you can use the filtering options at the bottom of the window to refine the data set if you need to).
  3. Once you have found the payment in question, double-click it to open it in full view, as shown below. Note: Notice the highlighted section to the top-right of the screenshot; the dropdown lets you select the identifier you're using to reallocate the payment (either 'Customer code', 'Agreement' or 'Berth / Unit / Vault number') and the field to the right is where you enter the new code for the Customer you're reallocating this payment to...

    Reallocate Payment

  4. Select your identifier from the highlighted dropdown, then enter the identifier for the Customer that you're allocating this payment to. In our example, we can see the payment was originally allocated to a Customer code of 'SSCTYNEWLA'. If we wanted to reallocate this payment to a Customer with a Customer code of 'SSCTYLANE', then we would enter SSCTYLANE here.
  5. Once you TAB or click-out of this field, you'll see the Customer data to the top-left of the window change to reflect the new Customer you've allocated this payment to. If correct, continue on with the next step. If incorrect, please check or re-enter your identifier to ensure it is correct.
  6. Click OK then Done to save, close and return to the main StorMan screen. You may wish to check the old and new Customers to ensure the payment has correctly been reallocated.



On Thursday October 29th, 2009 we held a free StorMan PowerSession webcast on the topic of reallocating a payment. You can download / view the webcast recording below...

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