0 Replies Latest reply on Jun 5, 2019 5:30 PM by MontseAlcaraz-Oracle

    Link a Credit Memo to an Invoice using the AutoInvoice Template

    MontseAlcaraz-Oracle

      Hi everyone!

       

      I hope you are doing great. I have a question and hope you can help me with this.

      We need to figure out how can we link a credit memo with an existing invoice using the AutoInvoice Template. Here is the link to the template: https://docs.oracle.com/en/cloud/saas/financials/19b/oefbf/receivables.html#autoinvoiceimport-3133

       

      I know that when you open an Invoice in Receivables - Billing - Manage Transaction and click on the button Actions and then Credit Transaction you can generate a credit memo that is linked with the invoice.

       

      Since the client we are customizing for need this but with a lot of invoices the solution presented is using the AutoInvoice Template. The question is, how do we link the CM and Invoice in this template? Which field need to be filled? or is it necessary to fill out other sheet from the spreadsheet?

       

      I hope you can help us.

       

      Regards,

       

      Montse A.