How to View Document History when Applying a Receipt or a Credit Note in Accounts Receivable for Sage 300

Before You Start

Select or create the receipt batch and the receipt entry.

To view the history of document while applying a receipt or credit note:

1. Open Accounts Receivable > A/R Transactions > Receipt Entry.
2. Select the document on the detail table.
3. Choose Yes in the Apply column for the document line.
   Note: Double-click in the Apply column to change the selection from No to Yes, or from Yes to No.
4. Click History.
   The A/R Document History screen appears, providing information about each document that was previously applied to the selected invoice, credit note, or debit note.
   The following information is displayed for each document:
   • Transaction type.
   • Check/document number.
   • Transaction date.
   • Applied amount.
   • Transaction description.
   • Remitting customer number and name.
   • Note: You cannot change any of the information in the A/R Document History screen.
     For more information, see A/R Document History Screen (Receipts).
5. To see other columns or lines, click the arrows in the lower corners of the screen, or use the scroll bars.
6. Click Close to return to the A/R Receipt Entry screen.