Hi,
A client has several AP invoices that need to be reversed. Reversing a bill to create a debit adjustment record works fine and links the original document to the new debit record however when clicking apply on the debit adjustment record, the resulting payment record only shows the debit adjustment line to apply by default. Is there any way that the corresponding invoice get added as a line automatically as well via some sort of setup?
Regards,
Andrew
Hi
Could you please clarify, and if possible provide some screenshots to better describe your question?
+1Please check the video process for Debit Memo Application. The last part of the process is the selection of the the Invoice to where this Debit memo be applied.
Hi
Need more clarification, a screenshot will help to understand better.
If you are referring that AP Invoice has been reversed and a debit memo is created but once you click on apply it will navigate to Checks & Payments screen where in grid you can select the particular Invoice which is reversed and click save and release. In case you are not finding that particular invoice the possible reason may be it's payment has been created. Please check the application history of invoice and reverse application/void that payment first and then you can find that bill to be applied to newly created debit memo.
Hope this helps!
Hi everyone,
My issue is not that I can’t find the invoice line, I’m asking if that can be done automatically with setup so all I have to do is press save after clicking Apply on the generated payments screen. After all, the debit is already linked to the invoice when you reverse, why wouldn't it automatically add both lines on apply by default?
Making the Bill to be added there automatically will require a minor customization.
Hi
Thanks for your clarification!
You can vote for this idea posted in community as this can be a upcoming feature in Acumatica future versions.
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