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Apps9: Help needed with customer payment allocation - cant see open invoice to allocate

  • September 21, 2021
  • 2 replies
  • 160 views

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Excuse my lack of knowledge here, its a bit specific for me so could use some help.

We have a situation where someone is trying to allocate cash but they are unable to select the open invoice to offset the payment against.

 

When we try to select the invoice its not appearing in the selection.

 

I checked the invoice and it seems it was originally offset with a supplier invoice, but that transaction appears to have been rolled back:

 

Any ideas how i can allocate the open payment to the open invoice?


 

Best answer by Adam Mazurczak

Hi @BLLBrucemo,

this is known bug (bug id 157600), when payment was rolled back intsallment got wrong state (Created instead of Authorized). Please contact support and ask for fix.

As workaround you can try following scenario:

.1.Open Installment Plan and Discounts for this invoice
2. Create new installment the same as existing one
5, In existing installment change Amount to 0
6. Save changes
7. As result system will create new installmet with the same amount and status = Authorized, for existing installment amount will be equal 0

Best regards,

Adam

 

This topic has been closed for replies.

2 replies

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  • Superhero (Employee)
  • 111 replies
  • Answer
  • September 21, 2021

Hi @BLLBrucemo,

this is known bug (bug id 157600), when payment was rolled back intsallment got wrong state (Created instead of Authorized). Please contact support and ask for fix.

As workaround you can try following scenario:

.1.Open Installment Plan and Discounts for this invoice
2. Create new installment the same as existing one
5, In existing installment change Amount to 0
6. Save changes
7. As result system will create new installmet with the same amount and status = Authorized, for existing installment amount will be equal 0

Best regards,

Adam

 


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  • Author
  • Sidekick (Customer)
  • 126 replies
  • September 21, 2021

Thanks Adam! much appreciated