Forum Discussion

WMGLNZ's avatar
WMGLNZ
Experienced User
2 months ago

Where Was A Supplier Credit Allocated To?

Hi

I'm attempting to delete a bill, it's a credit with no Activity History attached to it.  I'm getting the following message: "You can't delete a purchase with payments applied."  How do I find out where the credit was allocated to?

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator

    Hi WMGLNZ


    Finding the purchase transactions where the credits were allocated to can be tricky. However, you can narrow the search by filtering the customer, dates, and status on the bills window while looking for it. After that, you may need to open the purchase transactions and check them one by one to see if the credit was applied to them. Here is a guide to the process I mentioned.

     

    Let us know if you need any more help with this.

     

    Thanks,
    Genreve

    • WMGLNZ's avatar
      WMGLNZ
      Experienced User

      Hi

      Thanks for getting back to me.  Finding the credit wasn't the problem.  Finding where it was allocated to was since I had to go through every supplier.  Seems odd that there's no Activity History on the credits to show where they've been allocated to.  Maybe needs to be on the future wish list.

      Thanks again.