Applies-to Doc. Type Field, Service Header Table
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 |