Applying CR/Adj Note to invoice with configuration package

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Hi there

My issue is with getting CR/Adj Notes to apply to an invoice through a configuration package.

Currently the package allows me to create invoices and CR/Adj Notes as two separate documents. What we want is for the CR/Adj Note to apply automatically to the invoice either in one or two separate uploads/packages. Considering we have up to 100 CR/Adj Notes to apply to invoices each month we are trying to streamline this by using configuration packages and possible using processing rules as advised by @ZHU.

Any help is greatly appreciated.

Kind regards,

Timothy

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Dynamics 365 Business Central

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Gerardo Rentería Ga... 25,236 Most Valuable Professional on at

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Hi

I'm not sure if this can help you, and give you some hints.

https://community.dynamics.com/forums/thread/details/?threadid=30605ce3-89d4-4a70-b327-63af26f40a6c

Best Regards

Gerardo

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Dallefeld 211 User Group Leader on at

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Are you populating the Applies-to Type and Applies-to ID fields on the Credit Memo?

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