We have a customer who has a high volume of sales orders and shipments. The regularly attempt to take credits off invoices for various reasons but most frequently shortage or pricing claims. These claims are disputed and the dispute process can take several weeks. To manage these claims we have tried using payments journals and doing a bulk copy-paste operation to create the deductions (because there could be hundreds of disputed claims in one remittance advice).
Unfortunately, we encounter errors when trying to process zero dollar remittances, where the customer is trying to pay invoices entirely with credits and no cash is exchanged.
One potential work around it so go to the customer account, open settlements and attempt to book the transaction via the settlements screen. However, when we do this, we are forced into entering each deduction one at a time. This approach is not sustainable since there are so many deductions. Has anyone else on this forum had a similar issue.
How were you able to manage the customer account without making the data entry onerous?
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