I have been speaking with a few people on our accounting team who are absolutely having a cow at the way you need to reapply payments in Infor CSI. I also agree with them in the sense that if you have a payment for an order, and an invoice for a order, the amount should automatically be applied. I do, however understand the issues that could cause if you were doing partial shipments on orders or partial invoices. We, however, will not be doing this. This process of going through the A/R posted transaction detail form and finding orders that have payments and invoices is extremely cumbersome when we are doing 20-30 invoices a day, most of which have deposits / full payments (when we invoice, we want the invoice to show what the customer owes us, so all payments go in before invoices are created). I am wondering how hard it would be to create a utility to create records in the A/R payments form by going through all records in the a/r posted transaction detail form and pulling any payment with an order that also has an invoice. Then after running the utility we could just go to a/r payments and double check all of them and post them. Please let me know if I need to explain anything in further detail. Thanks everybody!
