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How To Prevent Creation of PA Credit Memos in AR

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Summary:

How to prevent users from crediting PA Invoices in Receivables?

Issue: Users should initiate a credit memo for PA Invoices in PPM, not in AR.

Content (please ensure you mask any confidential information):

Background:

  • Pre-24A, users trying to initiate a PA Credit Memo in AR would see a blank Transaction Source. Our workaround was to make the field read only, which prevented users from selecting a Transaction Source, which prohibited them from submitting the credit memo.
  • Post-24A, the Transaction Source for PA Credit Memos automatically populates with Contract Invoices, so users now have the ability to submit a PA Credit Memo in AR.

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