Our accountant is trying to apply a balance using a credit memo, but after entering the customer and amount, she cannot go any further. The invoice is grayed out and the un-applied amount stays the same.
Are special permissions required to complete this task?
Thanks in advance.
What screen are you looking at? Did you create an actual credit memo invoice? Once it is posted, then there is a apply credit memo screen to match it again the normal invoice. Unless you have process security turned on there should be no special permissions. Just access to the screens.
Manasa
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Friday, November 14, 2014 2:20 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Cannot apply Credit Memo
Our accountant is trying to apply a balance using a credit memo, but after entering the customer and amount, she cannot go any further. The invoice is grayed out and the un-applied amount stays the same.
Are special permissions required to complete this task?
Thanks in advance.