mistakenly unapplied a journal entry against a inv...
# ask-stanley-ai
s
mistakenly unapplied a journal entry against a invoice. How to identify the journal entry against the invoice ?
c
AI generated answer (using internal Slack threads):
To identify the journal entry that was mistakenly unapplied against an invoice, you can follow these steps: 1. Go to the invoice record in question. 2. Check the 'Related Records' subtab. This subtab will show all the transactions that are linked to the invoice, including payments, credit memos, and journal entries. 3. Look for the journal entry that was unapplied. It should be listed there with a link to the journal entry record. If the journal entry is not listed there, it means that it was not applied to this invoice. In this case, you might need to do some investigation to find the journal entry. You can do this by going to the 'Make Journal Entries' page (Transactions > Financial > Make Journal Entries) and searching for the journal entry using the relevant criteria (e.g., date, amount, memo). Once you have identified the journal entry, you can reapply it to the invoice by following these steps: 1. Open the journal entry record. 2. In the 'Lines' subtab, set the 'Name' field to the customer associated with the invoice. 3. Save the journal entry. 4. Go to the invoice record and click 'Accept Payment'. 5. In the 'Apply' subtab, mark the 'Apply' box for the invoice. 6. In the 'Credits' subtab, mark the 'Apply' box for the journal entry. 7. Save the payment. Please note that these steps assume that you are using the standard NetSuite user interface and that your user role has the necessary permissions to view and edit transactions. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.840796411
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.824847817
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.822434247
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