V6.1 - Applying a Credit Memo to other company

Yahoo Archive
1
This drive me crazy too. There is no way to do this. We just adjust the CM off with a note "Apply to Invoice XXXXX" and then adjust the invoice against the same account with a note "Apply CM XXXXX". Hope that helps.

-Adam Whipp

--- In vantage@yahoogroups.com, "David Gartner" <dgartner@...> wrote:
>
> My accounting person is curious how other companies handle this situation.
>
> A large national company operates each location as an individual site. The
> site is our customer placing orders from us and receives the invoice. The
> site then must forward on our invoice to its Central AP. Occasionally,
> Central likes to use Credit Memos across site borders. This is the problem.
> This situation happens rarely but enough to start handling it same way every
> time.
>
> Of course, Vantage will not allow posting customer's CMs to another
> customer. Good for preventing mistakes and working as designed. Does a
> parent/child setup solve this issue by allowing cross customer posting?
> Basically a redistribution of wealth by the parent to any of its children.
>
> OR just do an adjustment with some comments and be done?
>
> Thanks for your insights,
>
> David Gartner
> EPG Companies Inc.
> 763-424-2613 (v)
> 763-493-4812 (f)
> www.epgco.com <http://www.epgco.com/>
>
>
> [Non-text portions of this message have been removed]
>
2
My accounting person is curious how other companies handle this situation.

A large national company operates each location as an individual site. The
site is our customer placing orders from us and receives the invoice. The
site then must forward on our invoice to its Central AP. Occasionally,
Central likes to use Credit Memos across site borders. This is the problem.
This situation happens rarely but enough to start handling it same way every
time.

Of course, Vantage will not allow posting customer's CMs to another
customer. Good for preventing mistakes and working as designed. Does a
parent/child setup solve this issue by allowing cross customer posting?
Basically a redistribution of wealth by the parent to any of its children.

OR just do an adjustment with some comments and be done?

Thanks for your insights,

David Gartner
EPG Companies Inc.
763-424-2613 (v)
763-493-4812 (f)
www.epgco.com <http://www.epgco.com/>


[Non-text portions of this message have been removed]