Good day,
I have used this exact import scenario for payments and credits without issue. If fact, I just used it for a Payment before using it for a Credit Memo.
I haven’t changed anything.
Can you please diagnose the issue and let me know or what changes are needed?
Thank you. (This import is needs to work regularly. It is for a big customer. It if frustrating on the inconsistency)
I appreciate your assistance always
Best answer by Laura02
Hello
When we import Payments in Payments & Applications screen, Acumatica will identify whether the Payment # already exists. If a Payment does not exist, Acumatica will add a new payment for you and continue to apply the new Payment.
If we try to import to AR Payments & Applications screen a Credit memo that does not Exist, Acumatica cannot add a CM in AR Payments & Applications screen. At that point the Import will fail with an error.
Are you certain that all Credit memos in the Import file do already exist in Acumatica?
Not 100% sure, since we don’t have your data…
but I notice when you switch to Credit Memo, the “payment ref.” field is disabled, maybe if you turn off the “Payment Ref.” line in the import scenario, it will work?
+19Hello
When we import Payments in Payments & Applications screen, Acumatica will identify whether the Payment # already exists. If a Payment does not exist, Acumatica will add a new payment for you and continue to apply the new Payment.
If we try to import to AR Payments & Applications screen a Credit memo that does not Exist, Acumatica cannot add a CM in AR Payments & Applications screen. At that point the Import will fail with an error.
Are you certain that all Credit memos in the Import file do already exist in Acumatica?
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