When using the Post Settlements Live option at Setup / Preferences on the Posting tab, it is possible to transfer part or all of an open, posted Settlement from one customer to another. The ToDPR category remains the same.
- Go to Grain / Operations / Transfer Ownership Settlement.
- Select a Settlement to transfer.
- Choose the Customer receiving the Settlement.
- Enter the Contract number if needed.
- Select Apply to Destination.
Cross-referencing comments are added to both the old and the new Settlement.
