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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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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!
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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This posting is provided "AS IS" with no warranties, and confers no rights
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.
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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