Forum Discussion

HampDent44's avatar
HampDent44
User
2 years ago
Solved

Unable to Apply Debit to Open Purchase Invoices

Hi  I am unable to apply debits to open purchases although earlier I was able to do so. But now whenever I click on "Apply to Purchases" under "Returns & Debits" in "Purchase Register", non of the ...
  • CloverQ's avatar
    CloverQ
    2 years ago

    Hi HampDent44 

     

    Thank you for the update and screenshots. 

     

    I'd like to clarify that the Category I was referring to is the Category field within the bill window (shown below), if a category was entered, then only debit memos with the same category assigned can be applied to that bill. Could you please click into the open bills and the debit memo transactions to view if any categories were used?

     

CloverQ's avatar
CloverQ
Former Staff

Hi HampDent44 

 

Thank you for the update and screenshots. 

 

I'd like to clarify that the Category I was referring to is the Category field within the bill window (shown below), if a category was entered, then only debit memos with the same category assigned can be applied to that bill. Could you please click into the open bills and the debit memo transactions to view if any categories were used?

 

HampDent44's avatar
HampDent44
User
2 years ago

Hi Clover,

 

Thanks for the support.

 

Yes, it was the category issue and now its working fine.

 

Just wanted to confirm is this something new that has been introduced because, I believe, I didn't encounter such issue earlier.

 

  • CloverQ's avatar
    CloverQ
    Former Staff
    2 years ago

    Hi HampDent44 

     

    It's great to hear you've found the cause and resolved the issue, I'm glad to be your assistance. 

     

    And to your other question, the setting has always been there that only the credit/debit notes with the same category selected as the invoice/bill can be applied to them, thus only the applicable invoices/bills would be listed when applying credit/debit notes. It's optional to use Category Tracking, it can be turned on/off via Setup > Preferences > System, it can also be set to 'required/not required' for All transactions. When Category Tracking is turned on and set to 'not required' for all transactions, there could be bills/invoices with category selected while categories were left out in debit/credit notes, potentially your settings were different in the past, or always had the categories entered correctly.

     

    I hope this helps. If you have any other questions please do not hesitate to post on the forum again at any time.