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Automatically Applying Purchase Credit Memos to Vendor Accounts

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Posted on by Community Member

Hi:

Is there a way to automatically apply a purchase credit memo to a vendor's account?

As an example, when an end user is in the payment journal window and the end users chooses to "Suggest Vendor Payments", that user would want the Business Central to automatically apply any credits that are available.

Thanks!

John

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The Vendor Credit Memo (CM) document allows you to process vendor refunds for goods or services related to invoices processed on POs. You may process a vendor credit memo against a specific payment request, a purchase order, or a vendor ID.

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So, there is no automated way?

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John Ray Patajo 837 on at

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Hi,

Try this set-up if this also works with Credit memo/

REgards,

JR

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Hi John:

A friend of mine determined that the following is what needs to be done:

in the Payment Journal window if you select ‘Suggest Vendor Payments’ it should pull in any OPEN credits that are on a Vendor’s account. Then when you go to print the check – if you mark ‘One Check per Vendor per Document’ it will automatically apply the credits.

Do you agree?

John

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