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Allocating Receipts and credit adjustments

The details are updated in the Debtor Transaction tab when receipts and credit adjustments have been activated, and credit notes created in sales order processing have been processed. These transactions then require allocation against sales orders, debtor invoices and debit adjustments. Allocations can be done by:

Loading the Debtor Payments & Allocations screen from the Transaction tab
Clicking Automatic Allocation from the ribbon to auto allocate credits to the oldest invoices
From the menu - Debtors Transactions Allocations

Allocations of Receipts and Credits

Bulk Debtor Allocations

Auto Allocate

Changing Allocations

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