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Microsoft Dynamics GP (Archived)

Payables Documents

Posted on by Microsoft Employee

I have a customer I need to apply payment to an invoice, But first I need to apply a credit memo. Reading through some of the how to's on here I should be able to go into the apply payables documents window to find it and apply the credit memo, BUT my customer is not set up as a vendor in that window. They have been a customer of ours for years. I may have this completely wrong on how to accomplish this. I am brand new to Great Plains 2013 edition. I've been using it for 3 months and am having to teach myself how to navigate it.

Thank you, I really appreciate any help

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Payables Documents

    Hi Leslie,

    I had a customer who had a credit they wanted to apply against their invoice. I couldn't figure out how to make that happen. I did follow Syed's  steps and figured it out. It was pretty simple. Thank you for taking the time with helping me!

  • L Vail Profile Picture
    L Vail 65,271 on at
    RE: Payables Documents

    You can only find vendor documents in the apply payables documents. Have you tried looking in the apply receivables documents? I'm not for sure on what you mean here. Where was the credit memo recorded? Was it recorded in receivables against a customer ID, or are you trying to apply a vendor credit memo against a customer. As you have discovered, you cannot do that. You can consolidate vendor & customer transactions, but you need to set a vendor/customer relationship first. That said, what exactly can we help you accomplish?

    Leslie

  • Verified answer
    Syrus Profile Picture
    Syrus 4,156 on at
    RE: Payables Documents

    Transactions > Apply Sales Documents > Type

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