Auto Apply Receivables Credit Memos to Invoices

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Posted on by Community Member

Hello:

Both credit memos and invoices are already in GP 2013 R2 and posted. We need an automated way of applying the credit memos to specific invoices, without using the Auto Apply button in Apply Sales Documents.

I'm familiar with creating and using Microsoft Word mail-merge macros in GP. But, can they be used to automatically apply credit memos to specific invoices within the Apply Sales Documents window?

If not, is there a third-party piece that can accomplish this?

Thanks! Much appreciated!

John

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Community Member on at

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RE: Auto Apply Receivables Credit Memos to Invoices

Hi Leslie:

I don't have enough information, yet, on this. It is possible that the credit memo may apply to more than one invoice. I'm thinking that we're going to be supplied with an Excel spreadsheet listing the credit memos and the invoices that they should be applied to.

John
L Vail 65,271 on at

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RE: Auto Apply Receivables Credit Memos to Invoices

Hi John

Is there any data on the credit memo or invoice that the machine can look at to determine which credit goes against which invoice. Do the credit memos often apply to more that one invoice?

Kind regards,

Leslie