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Customer RM transactions marked as historical but don't have corresponding payments

Posted on by Microsoft Employee

Hello all!

We have three RM transactions for a particular customer that are marked as historical. However, they don't have payments and are reflected in the aging report. In the past, there were payments that we were able to re-apply to an invoice and it would solve the problem, but in this case, there aren't any payments. We aren't sure how they are in history and show up with a balance on the aging report. Any tips or help would be greatly appreciated!

Thanks!

*This post is locked for comments

  • L Vail Profile Picture
    L Vail 65,271 on at
    RE: Customer RM transactions marked as historical but don't have corresponding payments

    Good idea Justin

    Pease be sure the newly entered transaction does not post to the General Ledger.

    Leslie

  • Justin Thorp Profile Picture
    Justin Thorp 2,265 on at
    RE: Customer RM transactions marked as historical but don't have corresponding payments

    Hello,

    As the documents are in history, I recommend removing history and then re-entering/posting the documents. 

    Best Regards,

    Justin

  • L Vail Profile Picture
    L Vail 65,271 on at
    RE: Customer RM transactions marked as historical but don't have corresponding payments

    Can you void the RM transaction and re-enter it?

    Leslie

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