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AP Debit / Credit Adjustments

  • 28 February 2024
  • 3 replies
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Userlevel 1

Is there a way to apply and Open Debit Adj to an Open Credit Adj?

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Best answer by Laura02 28 February 2024, 15:02

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3 replies

Badge +18

Hello,

In Payables → Checks and Payments, select the Debit Adjustment to the top of the screen.

In Documents to Apply tab, change the default “Bill” setting to Credit Adjustment and select your Credit Adjustment. Check dates, period post, and then Release the application.

Apply open Debit Adj. to open Credit Adj.

Laura

Userlevel 5
Badge +2

Hello @Sterry 

 


Yes. We can apply open Debit adjustment to credit adjustment.

Process
Open Debit adjustment and credit adjustment.


Open debit adjustment in the payment screen


Apply

 


Both documents will close


Thanks.

Userlevel 4
Badge

Hello @Sterry 

 

The above-mentioned process is exactly correct to apply an open debit adjustment to an open credit adjustment.

For further reference,

if you do not have an open credit adjustment, you can try this process as well.
Offset a debit adj and a credit adj | Community (acumatica.com)

 

Thank you.

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