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Applies-to Doc. Type Field, Gen. Journal Line Table

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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

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:

  • Blank

  • Payment

  • Invoice

  • Credit Memo

  • Finance Charge Memo

  • Reminder

  • 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

If you select a document number in the Applies-to Doc. No. field, the Applies-to Doc. Type field will be filled in automatically.

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
Gen. Journal Line Table General Ledger
Posting No. Series Field, Gen. Journal Line Table General Ledger
Posting No. Series Field, Gen. Journal Line Table General Ledger
Posting No. Series Field, Gen. Journal Line Table General Ledger
Gen. Journal Line Table General Ledger
Posting No. Series Field, Gen. Journal Line Table General Ledger

See Also

Reference

Applies-to Doc. No.
Applies-to ID
Applies-to Doc. No.
General Journal

Other Resources

How to: Apply Customer Ledger Entries
Apply Customer Entries
Work with General Journals