Hi,
I have a posted purchase credit memo that has been applied to an invoice. On the 'Invoicing' tab of the posted credit memo header, the 'Applies-to Doc Type' and 'Applies-to Doc No.' are filled in with reference to the matched invoice. My question is - is it possible for this matching to happen and for these fields to be filled in automatically with no manual intervention?
My understanding was that the 'Applies-to' fields on the purchase header are only populated when the user manually selects the invoice to match before posting the credit memo. The Application Method is set to 'Manual'.
I ask because my customer is claiming they didn't match the credit to the invoice themselves.
Thanks
Jonathan
0
Comments
I just ran it on a NAV2009 SP1 classic NA DB. I copied an Posted Purchase Invoice which still had a Rem. Amt. on the Vendor Ledger Entry in question.
t
Thanks for the reply. Yes copy document does populate those fields, but I don't think they did that because it automatically puts in a narrative line to say which invoice number was copied. I suppose they could have deleted that line, either way I don't think the customer is telling me the whole story!
Jonathan
t
yes, copy document does fill in the information, but it doesn't add a separate description line in prior versions, it may in Nav 2009
Excuse me? Um, where did I slam the customer?
I have experienced customers failing to give pertinent information for a number of reasons.. because they decide intentionally to not give the information, or because they simple do not know that something could have such a large ramification on the outcome of a support call or question.
But back to the point, where did I slam the customer? Or did I make the observation that its a regular occurrence that info is missing by way of sarcasm?
If YOUR perception is that that was a slam at customers, so be it. But that is YOUR personal perception and not founded on fact... you should perhaps be a little more careful with your beliefs in a public forum.
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