Hello,

I’d also consider using the ARInvoice.DocType value.  As the Credit Memo amounts are always stored as a positive number, so using a <0 function won’t work.  

You also need to use the drop down values for the doc type field.  i.e. �ARInvoice.DocType]=’CRM’

Also try Switch instead of Iif as sometimes a performance issue if slow. 

Iif works like If then else statements.  Switch is like a Case statement so it evaluates if the condition is true and puts the value if it matches.

=Switch(

pARInvoice.DocType]=’INV’ AND LEFT(�ARInvoice.RefNbr],3) = 'INV',’US’,

�ARInvoice.DocType]=’INV’ AND LEFT(NARInvoice.RefNbr],3) = 'INT',’INT’,

TARInvoice.DocType]=’CRM’ ,’Credit’)

But maybe u should rather be looking at the address for this rather than using numbering? or I assume the branch as you must be getting the numbering from the branch which will make it easier

Your statement will evaluate from beginning to end, only continuing if the condition is not ‘true’. Your last statement would probably work if you placed the last condition first, since all ‘INV’ documents would be tested for being a Credit Memo first, and if they weren’t, would then be evaluated on only the ‘INV’.

But @lbarker is right, you should be using a switch statement instead:

=Switch(LEFT(dARInvoice.RefNbr],3)='INV' And LEFT(=ARInvoice.DocType],5)='Credit','CRM',LEFT(dARInvoice.RefNbr],2)='CM','CRM',LEFT('ARInvoice.RefNbr],3)='INV','US',LEFT('ARInvoice.RefNbr],3)='INT','INT')