Open the posted purchase credit memo from an invoice

Article • 12/27/2023 • 1 min read

When a posted purchase credit memo is generated to record the allocation of the applied amount, indicating how the advance payment is being credited or offsets against the purchase invoice, you can navigate from a Posted Purchase Credit Memo to the corresponding Posted Purchase Invoice by selecting the Advance Payment Document No value. This simplifies the reconciliation process, providing an easy way to trace back to the original Purchase Invoice linked with the credit memo.

  • The Settlement No. and Settlement Reference Type fields on the General FastTab display details of the associated settlement on the Purchase Credit Memo and Posted Purchase Credit Memo pages.
  • Select Settings > Personalize to add the fields.
  • Select the Settlement No. field value to open the relevant Settlement page.