/
Change debtor allocations on transactions that have been aged out

Change debtor allocations on transactions that have been aged out

Owned by Beth Blok (Unlicensed)
Last updated: Jul 28, 2020 by Julie Hanlon
2 min read

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 11 of 7.00.175 and Service Release 2 of 7.02.01 a new field has been added to the Transactions tab - Aged Out.

When you tick the check box Show Aged Transactions, all transactions for the customer 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. 100458-D01

  • Load the Debtor Payments & Allocations form by clicking the Allocation button against the transaction i.e. 100458-D01

  • Note the Remittance No. of the credits i.e. 0000000091-1

  • 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





Related articles