Import Cash Receipt with Apply Info
Matt Paulen asked 6 years ago
We are looking to import cash receipts and apply them to open invoices at the same time. I don’t see this as an available mapping, though. Is there a way to do this?
Answers
Patrick Roth Staff answered 6 years ago
Yes – you have to use Node Maintenance to add the RM Apply mapping to the cash receipt node. Or make your own node from scratch in Node Maintenance and then add the RM Cash Receipt and RM Cash Apply mappings to that new node.
Then map your data to that new node normally.
You have to be on SC 2014 and above to do this but it works fine (I’ve done it before).
Then map your data to that new node normally.
You have to be on SC 2014 and above to do this but it works fine (I’ve done it before).
Matt Paulen replied 6 years ago Hi Patrick,
Thank you for the response. I got the RM Apply mapping attached to the Cash Receipt node now. My next question would be is that one of the required fields for the Rm Apply Transaction is the Apply From Document Number which is being created at the time of import. How would I get it to pull the document number this way?
Patrick Roth Staff answered 1 year ago
Matt,
A tish late looks like but thought I’d paste this KB that talks about it here
Tech Tuesday: How to add the Cash Receipts Apply node to the Cash Receipts Import destination. – eOne Solution
That way hopefully will let someone else find it easier and more quickly in the future.
patrick