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Hello,
How do I post a Sales Credit Memo without applying it to a document? We have occasions where we need to post credit memos for our customers which do not have an open item to be applied to. I thought we had done this before, but now cannot seem to bypass the system requirement for an Applies-to-doc
Many thanks,
Brian
Hi Brian,
The exact cost reversing mandatory on the Sales & Receivables Setup is the only setup in standard. If you still can't post without application, I suspect that you have custom extension installed that prevents you from doing this.
Create a purchase order. On the Action Pane, on the Purchase tab, select Create credit note. Select the invoice to issue a credit note against, and then select OK. Verify that the Original invoice number and Original invoice date fields are automatically set on the order line.
Check if you have exact cost reversing ticked on the Sales & Receivables setup
Hi Brian, if you raise a credit note manually, can you detail the issues you are facing when trying to post?
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Sohail Ahmed
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