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Invoice does not show in Apply Sales Documents window

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Posted on by 10

Invoice appears in Receivables Transaction Inquiry as Open.  We don't use multi-currency.  The other invoice as shown in the customer inquiry is present to apply against.  Any thoughts?

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  • RE: Invoice does not show in Apply Sales Documents window

    Oh great, thanks for the update!

  • AdamM Profile Picture
    AdamM 10 on at
    RE: Invoice does not show in Apply Sales Documents window

    Hi Cheryl,

    Reconciling those two areas did the trick!  I appreciate the help.

    Thank you,

    Adam

  • RE: Invoice does not show in Apply Sales Documents window

    Hi Adam,

    You can try reconciling 'Current customer information' and 'outstanding document amounts' and see if that helps.  It won't hurt.

    But if it has an amount remaining, and currency ID matches, then it should show up to be able to apply to 'on the fly'.  

    Can you apply to it by going to Transactions | Sales | Apply sales documents?  

    Otherwise, I would compare the two invoices against each other in the RM20101 table to make sure they look the same, all fields filled in similarly, etc. and see what you can find that is different about it from the other one.

    Thanks and have a good weekend.

    Cheryl

    Microsoft Dynamics GP Support

  • AdamM Profile Picture
    AdamM 10 on at
    RE: Invoice does not show in Apply Sales Documents window

    Hi Cheryl,

    Thank you for the response.

    There is an amount remaining, the currency IDs match, and we don't use the sales order processing, so there is no hold.  We use another system for invoicing and then the invoices get entered in as a receivables transaction.

    Would reconciling the customer's receivable information against outstanding documents help?

    Thanks,

    Adam

  • Suggested answer
    RE: Invoice does not show in Apply Sales Documents window

    Hello Adam,

    Here are some things you can check on for the invoice that does not show up as able to apply to:

    1.  Does it have an 'amount remaining', so it is available to apply to and is not already fully applied to something else.

    2.  Is it in a different currency ID?   Does the currency ID match with the document you are trying to apply it to?  If you are posting a cash receipt and trying to apply to the invoice 'on the fly', you can only apply to documents in the same currency ID.  You will need to post the cash receipt first, and then go to Transactions |Sales | apply sales documents, and can now apply it to the invoice.  It is a two step process if both documents are not in the same currency ID.  I know you said you don't use MC, but if the documents are imported perhaps a currency ID exists on one of them.  Check anyway.

    3. Is it in hold?

    Hope that helps,

    Thanks

    Cheryl Waswick

    Microsoft Dynamics GP Support

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