Cash Reciepts – Invoice number is not correct need to clear apply amount to process as unapplied
Brenda Hopkins asked 4 years ago
I have a cash receipts import setup to apply to Invoices. Now I need to Process if the invoice # is not in the file, I would like to have SC import as unapplied. I did setup the SQL Validation but that only checks to see if the invoice is correct or not it does not give an option to clear the apply amount, this is what I believe I need to do to get this to work. Where can I do this at?
I setup a restriction on the Apply Transaction Node to only pull if the Apply to Amount is greater than 0.00.
Answers
Patrick Roth Staff answered 4 years ago
“I setup a restriction on the Apply Transaction Node to only pull if the Apply to Amount is greater than 0.00.” That would be what you would do. set your restriction to return true if you are happy with the data (ie apply amount > 0 and invoice number <> “”)
If you would like to NOT apply this line, return false.
If you would like to NOT apply this line, return false.
Patrick
My Invoice Number does not match and my amounts are greater than zero. How can I add a restriction that says if the ApplytoInvoice Number is not in the RM20101 table DO NOT APPLY. this is my problem.
Then in your restriction, make a .net connection to your GP db and query the RM20101.
If it is there and the amounts are ok, return true. If the document is not there or the amounts aren’t ok (as above), return false and SC will skip that apply record.
How would I do the .net connection?
Let me ask this another way. I did create the .net connection and this appears to be doing what it is supposed to do. BUT……If one Customer Check has 900 Invoices being paid and only one of those invoice #s are incorrect, I need the correct invoice #’s to apply and skip the one Invoice # that does not match. This is not happening, the entire customer check is being skipped with an error that the Invoice is missing. HELP me resolve this please.
“..and this appears to be doing what it is supposed to do”
By that you mean what? Connect?
In your restriction on the RM Apply node, you should:
1. connect to sql
2. run a query on the RM20101 table and look for the invoice you are applying to
3. if you find it, in the restriction return true
4. if you do NOT find it, restriction should return false
if you do this, on “true” then SC will try to apply the invoice because YOU told it that the invoice exists
on “false” then SC will skip that apply record because YOU told SC to skip that record because the invoice does not exist