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PPM-Collections integration — Cloud Customer Connect
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PPM-Collections integration

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Summary:

Hello, We are trying to see if there is any way we can match a credit note generated from Collections into AR to the contract for which the initial invoice was issued via Project Billing and afterwards sent to Receivables and eventually to Collections.

As a context, we don't use manual AR invoices, but just invoices that were generated via Project Billing, thus in order for us to use Collections module at its full potential we would need to see if there is any way that we could match the newly generated credit note invoice in AR (supposing as a dispute/ adjustment from Collections) and afterwards match it with the contract that generated the initial invoice.

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