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Question

Unable to Reapply Credit Memo After Reversing Application

  • June 24, 2026
  • 1 reply
  • 18 views
M
Freshman I

Hi all,

I am trying to reverse an AR application, but I am unable to reallocate the document after the reversal.

Current situation:

  • Credit Memo 325697 is currently applied incorrectly.
  • Credit Memo 325697 should be applied to Debit Memo 325701.
  • Credit Memo 325704 should be applied to Invoice 324801.

However, when I reverse the application on Credit Memo 325697, the document status changes from Closed to Open as expected. Despite this, the previously applied invoice remains linked, and I am unable to remove the application and reapply the credit memo to Debit Memo 325701.

Has anyone encountered this issue before? Is there an additional step required to fully reverse the application and allow the credit memo to be applied to a different document?

Please advise.

Thank you.

1 reply

Laura03
Captain II
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  • Laura03
  • Captain II
  • June 24, 2026

Hello,

We cannot “remove” the original application of a Credit Memo to 324801.  Original application remains part of the Credit Memo’s transaction history.  Steps to Unapply and Re-apply:

  1. Reverse Application and Release the Reverse application.   Application History now shows application and reversal of application.
  1. Use Documents to Apply tab to choose another document. Release again.

If your results are different, please show them, including any system messages. Thank you.

 

Laura

~ Laura Barber, WM Synergy
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