Transfer (Distribution Details Exist)

The Transfer button is enabled if:

• There is a single payor AND
• All existing payees before the transfer are the same as the payor AND
• There is at least a single non-cancelled tender linked to the event

When clicked, the Payment Event Transfer dialog opens.

You must specify the following parameters in this dialog to transfer payment(s):

• Distribution Rule is the account to which the payment event should be transferred.
• Rule Value is the value associated with the payment and expected by the distribution rule.
• Amount is the payment amount.
• Cancel Reason defines why you are performing the transfer.

Clicking OK causes the following to take place:

• The payment(s) associated with the original account are canceled.
• The new set of distribution details are processes, creating new payment(s) for the transfer to account. The payment characteristics associated with the original payment are copied to the new payment.
• If all new payments are for the same payee account (and the payee is different than the current payor) the account on the tender is changed to reflect the transfer to account.
• Original distribution details (only those with a non-zero amount) are deleted and replaced by the new set of details on the payment event.