I am trying to see if it is possible to use the receivables transaction unapply tool from the tool kit on multiple customer IDs at the same time to capture a date where all payments were misapplied. I was attempting to use the customize tool to change out customer ID field from a single ID to a window. Is this possible? And if so, how?
Likely not as you would also likely need a code change and change to the Stored Procedures that are run for this. Just making a change in the window layout would not change the functionality to allow multiple customers.
This PSTL tool is already pretty dangerous and can chain effect out if apply records are crossed to multiple documents which can and will cause unexpected things to get unapplied if the tool is not used correctly. I have seen this happen many times where a user tried to unapply a Payment and they do not realize that it is applied to multiple Invoices. Those Invoices have additional Payments applied and those are applied to different Invoices and so forth. The user then ends up with hundreds to thousands of documents unapplied and are not able to re-apply the documents because they did not take note of what everything was applied to.
Thank you!
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