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Is anyone aware of an automated solution to apply POSTED AP transactions? I am aware that Precipio has a solution but base on my understanding it only applies to unposted transactions.
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So, are you saying you have a number of unapplied vendor payments and want to get these applied to invoices in mass? Or can you clarify exactly what you mean?
We have unapplied credit memos that we want to apply to invoices in mass. Both the credit memo and the invoice are posted. A brief background on the process we are implementing. We will be extracting the open AP transactions on a monthly basis and uploading to another application that matches (applies) the documents based on a series of rules. That application then generates a file that contains which documents have been matched together. The goal is to use this matched data to automatically update GP. I haven't been able to find any existing solutions for applying posted transactions . I am aware that Steven Endow has a solution but I reached out to him and he confirmed this only works for unposted transactions. I have since analyzed the SQL execution plan for the AP apply process and think I have an understanding of the database impact. I am going to attempt to build a stored procedure that mimics the internal process. I would appreciate any recommendations or insights.
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