We have created an extra Credit WO transaction and I am not having any luck zeroing it out. I have tried to apply it to a debit memo without success, When I try to reverse it, I get a zero transaction and it remains on the statement. What would be the best way to get rid of this?
+12Did you use the “write off Balances and Credits” screen to do the write off? Or did you create a debit/credit memo to write off the customer balance? Are all the balances in the same company/branch? If not, are your statements separating by company branch?
Megan Friesen, Contego Software Solutions, Canada
1 person likes this
Good morning! Yes, I used the write off balances & credits screen. The transactions are all in the same branch.
+12Typically the write off balances/credits screen should zero out the transaction and close it off. What are the application dates of the various payments and write offs in comparison to the statement date? Are they all in the past? If the documents have a zero balance and are still showing on the statement this might be something to escalate to Acumatica.
Megan Friesen, Contego Software Solutions, Canada
1 person likes this
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