Janis001 Red Ribbon

These are on the Historical Trial Balances that were imported during implementation. Was able to remove from A/P Aging but not working to remove from A/R Aging as when I try to edit the JE it now won't allow me to add any names. It is the same JE that I had for the A/P aging, but now shows that payments were applied to the…

Working on adding the Name to the Journal entry.

I used this same method for A/P Aging and now I can't add a name to the A/R side. It is greyed out. How do I get rid of the A/R Aging that was thru the legacy system.

Worked for all but one. Tells me I cannot pay a negative balance. . I am guessing I am going to have to do a journal entry to reverse this. The je it was included on was to zero out the accounts prior to go live.

Do I put the name in all lines or can I do just one line on the je

I need to do this also. So doing it once would be great.

Like change ID from XXX to XXX1 = save, change id from xxx1 to xxx2 etc, then changed the template with save as?

Not sure I understand what you are saying? You saved the Change ID 3 times then the Save As on the original modified template?

Trying not to start over from scratch as this was something our implementation team set up. We need the lot number to print on the packing slip but it doesn't and I am trying to add it but don't want to change the original modified and don't want to try to figure it out from scratch.

Yes. It changed the ID but then tried to overwrite the original. I need the original to remain the same

That didn't work either. Still wants to overwrite the original.

On standard ones you don't have the option for save as from the start. Even if you hit customize don't have a save as option

Does it for all edited forms in advanced PDF/HTML Templates

I have not completed this as the product came in. It seems that it would work but still even if we closed the line item how to do the credit memo. Just a stand alone?

ian, love your response, just wish I could read your images better. Can you send separately We want to add carton count on our documents but haven't been able to figure it out. Then I stumbled onto your response.

Works perfectly. Thanks for your help

I'll try removing one of the descriptions to see if I have the same issue

When entering a sales order - on the form, when completing it - select item after saving it shows on the item duplicate time Almost like the Item and description are printing on same line, could it be something on the item itself? Is it printing the item # and the display name?

Yes. It happens on sales orders, invoices and purchase orders.

Here it is

Did that but was not able to copy it.

Yes. This is what I am talking about. Where do I get the source code

Why do my forms show duplicate lines? For Instance - on sales order form/purchase order/invoice the following shows under Item column: Deodorant, Roll-On, Extra Deodorant, Roll-On, Extra Deodorant, Roll-on, Extra Forms set to print Advanced Is there something I am missing. Inventory Item is set as follows: Item Name/Number…

Because the prepaid the invoice there are no open invoices to apply to.

I go to the customer record and select accept payment. I get to the screen but when I look for the existing credit memos nothing shows up

Also cannot edit the credit. The only option it shows is to view the credit.

The problem is the credit does not show up. This customer prepays their invoices. The credit was issued against a prior prepayment and now they are paying for their next order and taking the existing credit. When I go to apply the payment the credit does not show up.