Hi @Narmada First of all, thanks for your reply! As you, i was thinking that it is an Aurena Bug but i wanted to know if someone already had this problem. Then i already opened a case. Yes there are only two attributes to do an automatic account matching. I can use the research but my customer have already more than 1000 process code in 300 company so it’s not possible to do a research one by one. The only way that i have is to create a specific. Best Regards, Jérémy
Hi @Adam Mazurczak, Yes you are right!! Thanks a lot and have a good day ! Best Regards, Jérémy,
Hello Lihini, Thanks it works with your setting. But when i do that my invoice is “paid posted”. I was thinking that my invoice will have the statut “partially paid posted” Do you know if it’s possible to match a pourcentage of the invoice with a payment when we use the screen “Customer offset proposals” ? Best Regards, Jérémy
Hi Lihini, You’re right i have to adjust the amount in the field. Thanks a lot ! Best Regards, Jérémy,
Hello @Adam Bereda Find attached the template and the excel file with the values. Best Regards,
Hi @Adam Bereda Yes i have already set it as you mentionned : Best Regards, Jeremy
Yes you’re right! But know i have another error but i will check with a technical consultant : Thank, Jérémy,
Hi @DarshiG Yes I solved the problem. I used the file type : ExtMixedPayment with the template “MXP” that i have duplicate. Now i can match directly/automaticaly my file with the invoice and create a mix payment. Thanks for your reply! Best Regards, Jérémy
Hi, For sure, here you are Sir : Example of excel file (CSV) : Process with the external file assistant Your file is transfered if there is no error and you will find it on this path menu below : Then you will be able to create a mixed payment Basic Data : Create a Payment Format ID ; Create Payment Method and set payment method per institute Best Regards, Jérémy
Hi Pamith, Did you try to set multiple invoice lines (detail line on the CSV file) and then to import the file on IFS? I know that if you want in your file import few customer payment invoice, you have to create one line H fot one line D. Example : With the screenshoot up you will have 2 customer payment on IFS. So if for one payment you have multiple invoice i think that you have to test one line H - Head and then 2 or 3 or X lines D - Details. Best Regards, Jeremy,
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