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sales work not showing in transaction by customer

Posted on by 65

I have SOP invoices in a Batch. It has not been posted. However they do not show in Receivables Transaction Inquiry by Customer.

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  • Victoria Yudin Profile Picture
    Victoria Yudin 22,766 on at
    Re: sales work not showing in transaction by customer

    Just to follow up on Jonathan's answer, you can see unposted SOP transactions in:

    - SmartList under Sales Transactions and Sales Line Items

    - In Inquiry under Sales Documents and Sales Items

    - In Collections Management (under Unposted Sales)

  • Re: sales work not showing in transaction by customer

    Hello Giles Zollar,

     

     

    The Receivable Management module and your customer’s information only get updated once the SOP Invoice batch has been posted.  It is during the SOP Invoice posting process when the RM sales documents and payment documents (if a payment is applied to the SOP invoice) records are created and shows up in a RM inquiry window.

           

    Best regards,

    Jonathan Herman

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