Finding CR by receipt

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My users seem to be having difficulty searching for cash documents by receipt with CR codes. When they try it seems to pull up a PMT instead. Any idea on why that may be? I assume the prefix is "CRI#####", is that correct as well? Feedback is much appreciated, thank you!

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Bill Campbell 12 on at

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When you are 'entering' the Cash Transaction in Sales Transactions - - - -

A Cash Transaction entered from Cash Receipts ( Sales ) will be posted with a PYMNTxxxxxxx as the Receipt ID and when it is shown I the Transaction by Customer window, it will appear at TYPE = PMT and DOCUMENT NUMBER = PYMNTxxxxxxx

When looking for the POSTING details, agin if you did not change the default, the Receivable Cash Receipts will prefix RMCSH and will be marked as SOURCE Document CRJ -- this is the posting to the GL - no the RM sub ledger

Hope this makes some sense.

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Community Member on at

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The CR code is a credit, correct? Sorry I don't actually use the software, just trying to figure something out for a user. She is in the "Open Cash Documents" window and can't seem to look up credits but no problem looking up payments, if that makes sense to you. Not sure why.

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Thomas Newcomb 1,810 on at

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Hi Kay24jo,

Do you happen to know the exact window name they are in? I am thinking you might be referring to the Apply Sales Document window. If this is the window you are meaning is the user changing the type to a Credit memo?

Please let me know the exact window they are in if this isn't right.

~Thomas Newcomb

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Microsoft Dynamics GP Support

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Community Member on at

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Yes, it is after the Apply Sales Documents screen. So they need to select credit in that window before proceeding to the open cash documents screen then, is that what you mean? Thanks for your response!

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