Is possible to apply existing customer credits to ...
# accountingc
Chris
06/09/2020, 8:52 PMIs possible to apply existing customer credits to a new sales order before it is shipped/ invoiced? (Sort of like a customer deposit)
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KevinJ of Kansas
06/09/2020, 8:59 PMNo.
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Chris
06/09/2020, 9:00 PMThanks. Just trying to help out my accountant. hmmm
Chris
06/09/2020, 9:02 PMHow about listing out available customer credits on the SO?
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KevinJ of Kansas
06/09/2020, 9:02 PMThat can very easily be done
KevinJ of Kansas
06/09/2020, 9:03 PMas long as they understand that there's no "application" or "reservation" you can use a saved search sublist
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KevinJ of Kansas
06/09/2020, 9:04 PMSteps 1) Build saved search with available filter by customer internal ID
2) criteria of open (i think - that or not "fully applied") on the credit memo
3) Assign to sublist using "field" of customer.
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KevinJ of Kansas
06/09/2020, 9:05 PMUnless you are looking to present it on the PDF?
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Chris
06/09/2020, 9:05 PMWe are not
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KevinJ of Kansas
06/09/2020, 9:05 PMOk. That would be significantly harder.
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Chris
06/09/2020, 9:05 PMlol, no. This is just to make it a bit easier on our account managers and accounting
Chris
06/09/2020, 10:26 PMWorked like a charm! Thanks. really appreciate it
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