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Credit Transaction - Possible to Auto Populate DFF's from Invoice?

Received Response
edited Apr 22, 2021 12:50AM in Receivables & Collections 1 comment


Hello, we have a use case where we need to create a credit memo for a commercial invoice. We use Credit Transaction to search for the invoice and auto create a credit memo. Header information comes in and is all good. Issue is that our invoices have ~10 DFFs w information required for our commercial invoices, which currently do not get pulled into the credit memo. We have to manually add this for each line and invoices can be 200+ lines. Takes 4 hours to complete the process.

Question? Can the DFF information be automatically populated from the invoice (similar to how Header information is pulled in) for each invoice line when Credit Transaction is used?

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