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Why do Debits in Receivables Transaction Entry have the apply button greyed out?

Microsoft Dynamics GP Forum

LSandhawalia asked a question on 10 May 2013 1:34 PM
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Please see the following screen shot: Can I have the Apply function working if I issue a debit note and want to apply against sitting credits for a customer instead of using “Apply Sales Documents” function as shown in second screen shot.  This “Apply” is greyed at this moment for all debit notes.

 

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Richard L. Whaley responded on 10 May 2013 7:28 PM
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Apply the credits to the Debit memo.

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Victoria Yudin responded on 11 May 2013 1:48 AM
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In Dynamics GP both payables and receivables transactions have the following rule:

You can only apply credit documents to debit documents. Not the other way around. Because of this, the apply button will be disabled on any debit documents.

In Receivables:

Debit documents: Invoice, Debit Memo, Finance Charge, Service / Repair

Credit documents: Credit Memo, Return, Payment

In Payables:

Debit documents: Invoice, Finance Charge, Misc Charge

Credit documents: Return, Credit Memo, Payment

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LSandhawalia responded on 13 May 2013 5:23 AM
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Thank you!

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Victoria Yudin responded on 11 May 2013 1:48 AM
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Verified Answer

In Dynamics GP both payables and receivables transactions have the following rule:

You can only apply credit documents to debit documents. Not the other way around. Because of this, the apply button will be disabled on any debit documents.

In Receivables:

Debit documents: Invoice, Debit Memo, Finance Charge, Service / Repair

Credit documents: Credit Memo, Return, Payment

In Payables:

Debit documents: Invoice, Finance Charge, Misc Charge

Credit documents: Return, Credit Memo, Payment

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Richard L. Whaley responded on 10 May 2013 7:28 PM
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Suggested Answer

Apply the credits to the Debit memo.

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