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Finance | Project Operations, Human Resources, ...
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Credit Memo Application Smartlist

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I need to know if there is a Smartlist I can run that shows how credit memos are applied to invoices? I am currently going through a list of credits for a vendor but I need to provide them with backup to show how we applied the credits to open invoices on the account. 

Is there a way to do this?

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  • Gavin Profile Picture
    2,508 on at

    Hi,

    There isn't a smartlist out of the box for this however if you are using eOne smartlist builder you can download samples from their website to create a custom smartlist which may work for you i.e.

    pastedimage1631810461173v1.png

    If you select "Import from web" you'll get a list you can import (at the moment the service seems to be down for me when I check)

    pastedimage1631810608694v2.png

    You could also use Victoria Yudin's excellent SQL views to base a smartlist on. This one looks like it would work for you https://victoriayudin.com/2008/10/22/sql-view-ap-apply-in-gp/

    Hope this helps

    Thanks

    Gavin

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