25
Does lock box imports support application to national accounts
The documentation doesn't mention national accounts but i need to use the lock box import to look a ta national account if it is there rather than the individual account
Is this possible or are we looking at custom code
Thanks Don
Hi Don,
Yes, I set up a parent customer with two child accounts. I imported in one payment for the parent, and had it apply by specific document number, and specified 3 invoice numbers to apply to, of which one was for the parent, one for child 1, and the other for child 2. I imported in the payment, created the cash receipt batch and posted it. The invoices for the parent and both children are fully applied, so it worked. So yes, it does apply across the national account.
Thanks
Cheryl W.
Microsoft Support
#1
André Arnaud de Cal...
291,703
Super User 2024 Season 2
#2
Martin Dráb
230,433
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (
