Specifies if the journal line will be applied to an already-posted document. If this is the case, enter the type of the document that will be applied to.
The field is used only if the account type is a customer or vendor account.
 Important |
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| If the journal line will be applied to more than one entry at the same time, you must use the Set Applies-to ID function instead of this field. This function does not use the Applies-to Doc. Type field or the Applies-to Doc. No. field, but uses the Applies-to ID field instead. |
You apply a journal line, for example, if a credit memo must be applied to a posted invoice, or an invoice must be applied to an installment payment.
To see the types of documents that can be applied to, choose the field. You can choose among:
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Blank
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Payment
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Invoice
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Credit Memo
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Finance Charge Memo
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Reminder
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Refund
If a credit memo will be applied to an invoice, you must choose Invoice and enter the appropriate invoice number in the Applies-to Doc. No. field.
If an invoice will be applied to an installment payment, you must choose Payment and enter the number on the installment payment in the Applies-to Doc. No. field.
| Important |
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| If you select a document number in the Applies-to Doc. No. field, the Applies-to Doc. Type field will be filled in automatically. |
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For more information about how to work with fields and columns, see Work with Data. For more information about how to find specific pages, see Search. |