Ask ExpertsCategory: Lease and Finance MgtNeed to create credit memos for tax line
sflaguy@live.com asked 9 years ago

We have a need to credit the tax portion from an invoice line.  Is there a way to do this with a credit memo in OLFM?  I cannot find it.  If we do it through Leasing Center, we cannot credit just the tax portion of a line.  If we do it through AR, the credit memo is not viewable in OLFM.  We are using Adjustment transactions in AR instead which are viewable in OLFM.  The best option I can come up with is to make the tax a separate invoice in OLFM somehow, then group them together using the grouping rules of AR during Autoinvoice to make one invoice in AR.  That way we could credit the entire invoice of taxes in Leasing Center.  But even if we can do that, how doers the credit for the taxers apply to the grouped invoice in AR?

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