Send Posted Sales Credit Memos from BC to Aptean CRM

Aptean CRM  •  Article  •  4/3/2023  • 

You can send the posted sales credit memos from Business Central to the Aptean CRM application from the following locations:

  • Posted Sales Credit Memos: The List page gives the flexibility of selecting multiple posted credit memos at a time and sending them together to the Aptean CRM application.
  • Posted Sales Credit Memo: Use the Card page to send a specified posted sales credit memo to the Aptean CRM application.
  • Aptean CRM Setup: Use the Setup page to send all the posted sales credit memos to the Aptean CRM application.
  • Job Queue Entry: Schedule the sync job to automatically send posted sales credit memos to the Aptean CRM application. You can set the sync job to run one time or on a recurring basis.