Applies-to Doc. Type Field, Sales Header Table
You can use this field if you want the invoice, when you post it, to be applied to a document that has already been posted. In this case, enter here the type of document that it should be applied to.
You apply to a document, for example, if you want a credit memo to be applied to a posted invoice, or an invoice to be applied to a partial payment.
To see a list of the types of documents you can select from, click the field.
You can choose:
Blank
Payment
Invoice
Credit Memo
Finance Charge Memo
Reminder
Refund
When you are applying a credit memo, select Invoice in Applies-to Doc. Type and enter the invoice number in Applies-to Doc. No..
You can also use the field to apply invoices to partial payments. In this case, enter Payment in Applies-to Doc. Type and enter the number of the partial payment you want to apply the invoice to in Applies-to Doc. No.
Important
If you select the document number in the Applies-to Doc. No. field, the program will automatically enter the correct type in the Applies-to Doc. Type field.
To read more about application, see Application Method.
Tip
For more information on how to work with fields and columns, see Work with Data. For assistance in finding specific pages, see Search.
Parent Tables
| Table | Location |
|---|---|
| Sales Header Table | Sales and Receivables |