Hello. We had a number of customer payments that were incorrectly applied and posted. This has created an incredible mess due to the number of misapplied payments. I am wondering what the fastest way to correct this would be. Can we undo these posted payments and reapply the payments correctly? I would like to wipe the slate clean and have a do over. Thank you for any advice you can offer.
*This post is locked for comments
Hi
If the payment went to the correct customer, and it is just the apply records that are wrong, and you have not done the paid transaction removal, then you can simply go to the apply window, pick up the payment and unapply. Then do the correct apply.
If the payment went to the wrong customer and the paid transaction removal has not been done, then unapply the payment, void the payment and re-enter it.
If the paid transaction removal has been done, you will need to bring the transactions back from history. In that case, you can use the Professional Services Toolkit Receivables Unapply function to unapply in the first instance. Then void or reapply as appropriate.
Cheers
Heather
The best way would be to void these payments and reapply them. Or you can go ahead and play with the apply table which is RM20201 and open table RM20101 on your own risk.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,253
Super User 2024 Season 2
#2
Martin Dráb
230,188
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (