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Applies-to Doc. Type Field, Service Header Table

  • Článek

Specifies if you want to apply an invoice or a credit memo to a service document that is already posted. Here you specify the type of the document that the invoice or the credit memo should be applied to.

You can apply, for example, a credit memo to a posted invoice, or an invoice to a partial payment.

To see a list of all document types you can select from, choose the field.

You can select among the following values:

  • Blank

  • Payment

  • Invoice

  • Credit Memo

  • Finance Charge Memo

  • Reminder

  • Refund

When applying a credit memo, select Invoice in the Applies-to Doc. Type field and then enter the invoice number in the Applies-to Doc. No. field.

You can also use the field to apply invoices to partial payments. In this case, select Payment in the Applies-to Doc. Type field and enter the number of the partial payment to which you want to apply the invoice in the Applies-to Doc. No. field.

Important

If you choose the field to select the document number in the Applies-to Doc. No. field, the program will automatically enter the correct type in the Applies-to Doc. Type field.

Tip

For more information on how to work with fields and columns, see Work with Data. For assistance in finding specific pages, see Search.

Parent Tables

Table Location
Name 2 Field, Service Header Table Service Management
Service Header Table Service Management
Service Header Table Service Management

See Also

Reference

Service Item Line
Service Lines