Apply credit to POLI
Currently it is only possible to apply a credit to an entire invoice, which then distributes that across all funds for all items on the invoice. We rarely actually have a credit that applies to an entire invoice. It will apply to a single title, or even and single item, and should only apply to the fund for that item/title.
It would be much better to be able to apply a credit to a POLI, or even better, a specific POLI segment.
10
votes
Nick Bennyhoff
shared this idea
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Inge Moore
commented
We just recently switched to Polaris and LEAP. Going back in my training materials, I found a procedure of applying a credit to a specific Invoice Line Item Segment and fund. As far as I can tell, it only works in the Polaris Client, not in LEAP, but maybe this solves the issue.
