Forum Discussion

HampDent44's avatar
HampDent44
2 years ago

Unable to Apply Debit to Open Purchase Invoices

Hi  I am unable to apply debits to open purchases although earlier I was able to do so. But now whenever I click on "Apply to Purchases" under "Returns & Debits" in "Purchase Register", non of the ...
  • CloverQ's avatar
    CloverQ
    2 years ago

    Hi HampDent44 

     

    Thank you for the update and screenshots. 

     

    I'd like to clarify that the Category I was referring to is the Category field within the bill window (shown below), if a category was entered, then only debit memos with the same category assigned can be applied to that bill. Could you please click into the open bills and the debit memo transactions to view if any categories were used?

     

CloverQ's avatar
CloverQ
Former Staff
2 years ago

Hi HampDent44 

 

Thank you for providing the screenshots.

 

Typically there are 3 reasons why there are no open bills showing:

- There are no open bills for this supplier

- There are two or more suppliers with similar/same names

- There are different Category assigned to the bills and the debit memos

 

Therefore, could you please do check if there are still any open bills available, the correct supplier name is selected in the bill and debit memo, and if any categories are selected in the bills (bottom right corner). 

 

Please feel free to let us know how you go, or if you have any further questions.

  • HampDent44's avatar
    HampDent44
    2 years ago

    Hi Clover,

     

    Thanks for your reply.

     

    Please find below my reply on your queries:

    QUERIESREMARKS
    - There are no open bills for this supplier There are Open Bills availble in the system (refer attached Open Bill & Return and Debits screenshots)
    - There are two or more suppliers with similar/same namesAll the details belong to the same vendor and there is no other vendor with the same name.
    - There are different Category assigned to the bills and the debit memosBoth bills and debit memos are coming under their respective heads of "Open Bills" & "Returns & Debits" under the Puchase Register.

     

    But when I am clicking on "Apply to Purchase", the following screen is displayed with no Open Bills details:

     However, if I click on Include Closed purchases, some closed bills are displayed:

    Please help me to resolve this issue.

     

     

    • CloverQ's avatar
      CloverQ
      Former Staff
      2 years ago

      Hi HampDent44 

       

      Thank you for the update and screenshots. 

       

      I'd like to clarify that the Category I was referring to is the Category field within the bill window (shown below), if a category was entered, then only debit memos with the same category assigned can be applied to that bill. Could you please click into the open bills and the debit memo transactions to view if any categories were used?

       

      • HampDent44's avatar
        HampDent44
        2 years ago

        Hi Clover,

         

        Thanks for the support.

         

        Yes, it was the category issue and now its working fine.

         

        Just wanted to confirm is this something new that has been introduced because, I believe, I didn't encounter such issue earlier.

         

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.