Import scenario for AR payment and apply to invoice

Hi @Naveen B 

are you applying to multiple invoices or just one invoice?

@coleenmcnally22  I did verify the above import scenario with only one invoice and observed working as expected!

@coleenmcnally22 

We have an import scenario working for applications to multiple invoices in version 2020 R2 but we are not applying cash receipts to specific lines of the invoices. 

The one notable difference is in our scenario the Financial Details → Link to GL row is positioned before the Payment Summary Payment Ref. row before the Documents to Apply section.

Also we do not have the Commit check box selected on the Documents to Apply Doc Type row.

I recall having similar issues with the out of the box import scenario in 2020 R2 and we ended up creating a custom one.

Which date does this import scenario use?

Hi @pkohler91 - any chance you can share your import scenario for this? I cannot seem to get mine to work. Below is a screenshot:

Hi @ashleyb, I will share the import scenario and supporting files but I must edit any customer sensitive data first and create a write up on their specific processes on which the import scenario is designed around.

Hi @pkohler91 you can actually disregard - I was able to get it working! :) Thank you though!

Does anyone have a copy of the working import scenario or screen shot? Thanks in advance

Hi ​@jdabney37 - this is what worked for me!