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Fully applied sales document still showing in apply window

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Posted on by Community Member Microsoft Employee

We have a customer who has a fully applied sales document still showing up in the Apply Sales Document window. However, there is no money left to apply. I ran the Reconcile - Outstanding Documents utility in my test utility and that invoice showed with a balance before the reconcile process but zero after. I think that this will fix the issue but I wanted to see if anyone has had a similar issue and another resolution. I need to make sure that this is the fix for sure, before doing it in production. Thanks

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Richard Wheeler 75,730 on at

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RE: Fully applied sales document still showing in apply window

You can run Paid Transactions removal for just one customer. It will only move those that are fully paid. The fiscal year is irrelevant here as no posting is occurring.
Community Member Microsoft Employee on at

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RE: Fully applied sales document still showing in apply window

Well the posted date is 2019 and the year is closed and from what I remember, you can't just remove one invoice, can you?
Richard Wheeler 75,730 on at

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RE: Fully applied sales document still showing in apply window

Have you tried running Paid Transaction Removal to move it to history?

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