Dear Experts, We have a StartUp AR posted invoice. When the user is try to making Apply Credit Memo against this invoice. It is not showing in the list refer to below screen
Please suggest, how to resolve this issue.
Any difference if you search by the “Sold To” instead?
Also, I see the date of the Invoice you’re trying to credit is from 2012. Any chance there’s been some database purges since then?
Maybe something in the system has changed since then. Something like the GL Accounts used by that original Invoice are no longer valid, therefore the CM would not be able to reverse the GL entries.
I also notice the Invoice Balance is negative. Have other CM’s been applied to this invoice already? Maybe a cancellation invoice was created.
Dear ckrusen, we have upload the opening balance from 2012. We can’t purge the data.
The popup that you show in your screenshot is asking for which credit note you wish to apply to invoices. In that screen, you need to select the CREDIT MEMO.
Then, in the bottom half of the screen you select which Invoices you wish to apply the Credit Memo against.
dear markdamen, you can see that in back screen we have already selected the Credit Memo/ Correction Invoice" Source Type.
Yes, you’ve selected that as the type. BUT, the search window in the screenshot is asking WHICH credit note you wish to apply. Select one of the available credit notes, then continue the process to select your AR Open Load Invoice that you wish to apply the credit against.
You won’t find the AR Open Load invoice in the current search window, because the window shown is selecting which credit not which invoice.