Changing creditor allocations on aged out transactions
- Beth Blok (Unlicensed)
Allocations against invoices or credits that are aged out can't be changed. How can I change these allocations?
Step-by-step guide
In Service Release 14 of 7.02.01 a new field has been added to the Transactions tab called Aged Out.
When you tick the check box Show Aged Transactions, all transactions for the supplier appear with each line showing Aged out as ticked or unticked
To un-age an invoice and the associated credits, do the following
Tick the check box Show Aged Transactions
Un-tick the Aged Out box against the relevant transaction e.g. 56445
Load the Creditor Payments & Allocations form by clicking the Allocation button against the transaction i.e. 56445
Note the Remittance No. of the credits i.e.0000000059
Un-tick the Aged Out box for that transaction
Repeat for any other transactions that require allocations to be changed
Save changes
Un-tick Show Aged Allocations
Transactions are now enabled to be re-allocated