Microsft GP 2016: How do I Auto Apply Credit Memos to the open Sales document of a customer? directly in GP or via IM.

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Microsft GP 2016:

How do I Auto Apply Credit Memos to the open Sales document of a customer? directly in GP or using Integration Manager?

We have 200 customers and we bring in sales documents through IM. So, if I bring in 200 sales and about 25 credit memos. I would like to post the sales invoices, then post the credit memos and have them auto apply to the sales invoices. This way, when we bring in the cash receipts these will auto apply to the balance correctly. Currently, we are having to either manually auto apply or use apply sales documents. I see a tool RM Auto Apply mentioned on forums - is this available for GP 2016? does this work?

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L Vail 65,271 on at

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RE: Microsft GP 2016: How do I Auto Apply Credit Memos to the open Sales document of a customer? directly in GP or via IM.

Hi,

RM Auto Apply is indeed available for GP2016, it's downloadable from PartnerSource. It's probably also available from CustomerSource, I just don't know the link. I have it on my box account at app.box.com/.../mu5eghtaxgiin31o9win1icwme11qg57

Kind regards,

Leslie