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Credit Memo Import with Application to Invoice


I have been able to create an import scenario to save credit memos, but I cannot apply the credit memo to an invoice.

I get a message

“An error occurred during processing of the field Reference Nbr.: Error: 'Reference Nbr.' cannot be found in the system.”

even through I am able to apply other credit memos to that invoice.

Any ideas?

 

 

Best answer by vkumar

Hi @matt hoss 

Please make changes to the application part as per following mapping. 

  • Target object is different in my screenshot
  • mapped Amount paid column ( missing in your mapping)

 

Let me know the result. 

 

Regards,

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6 replies

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  • Acumatica Support Team
  • 871 replies
  • Answer
  • July 5, 2021

Hi @matt hoss 

Please make changes to the application part as per following mapping. 

  • Target object is different in my screenshot
  • mapped Amount paid column ( missing in your mapping)

 

Let me know the result. 

 

Regards,


  • Author
  • Freshman II
  • 5 replies
  • July 5, 2021

Hi Vijay,

That did it! Thank you!

So that I can better understand why that worked - is it appropriate to say the application tab is showing related invoices, and so the → means to lookup the invoice record related to the current transaction? 

Appreciate your time,

Matt

 


  • Freshman II
  • 6 replies
  • August 23, 2022

Update - just managed it. Thank you

 

Hi all, im just working on a similar issue. I managed to get a single credit memo imported. As soon as i try to import more than one, the system will always put all detail and application data under one credit memo. This will fail as soon as there are different customers/locations. Also we want to have one credit memo per line.

Does anyone know how to create one credit memo per line?

Thank you!

Benjamin


Kandy Beatty
Captain II
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  • Captain II
  • 2209 replies
  • August 23, 2022

Hi @MasterLuke 

Can you share your import scenario or screen shots so that someone could possibly see what’s happening with it. 


chris49
Varsity II
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  • Varsity II
  • 54 replies
  • September 9, 2024

An update to the above, for those using 24R1:
 

 


Forum|alt.badge.img

Hello ​@Kandy Beatty ​@vkumar. I am struggling with this same import scenario. When trying to do the application, the error of ‘An error occurred during processing of the field Reference Nbr.: Error: ‘Reference Nbr.’ cannot be found in the system. My scenario is attached.

 


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