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Automating Credit Note Allocation


Credit notes are not auto-allocating to the invoice that they are crediting. 


Process steps:


  1. Pick up invoice in Project Ops. 
  2. Click Correct Invoice.
  3. Confirm invoice.
  4. Credit note is pulled into F&O.
  5. Post credit note.
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    Category: Accounts Receivable (389)

    STATUS DETAILS
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Re-allocation of transaction between Accounts


If we create a transaction (credit notes, invoices, payments) against Customer account A, we want to be able to move it to Customer B, without the manual process of redoing invoices and credit notes.


For example, if the payment got posted to Customer B instead of Customer A, w...

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0 Comments

Read more...
0 Comments

Category: Accounts Receivable (389)

STATUS DETAILS
Needs Votes