Note: Available credit balance is displayed
only for external operational entities when Is Visible check box is selected
in Layout screen.View Credit Allocation screen is used to view the credits distributed using the Credit Allocation screen. The distributed credits can also be cancelled using this screen.
To View the Distributed Credits:
On the Receivables module, click View Credit Allocation.
Retrieve customer or operational entity details. The corresponding details appear on the screen.
Note: Available credit balance is displayed
only for external operational entities when Is Visible check box is selected
in Layout screen.
Enter From Date and To Date to view the distributed credits for a specified period.
Click the Search button to view the credit instruments in the Credit Instrument Details grid. The credit instruments details like Reference #, Reference Document Type, Reference Date, Open Item Bin, Amount, Undistributed Amount, and Distributed Amount are displayed.
Select the radio button against a credit instrument to view the corresponding debit instrument details. In the Debit Instrument Details grid, debit instrument details like Reference #, Reference Document Type, Reference Date, Open Item Bin, and Distributed Amount are displayed.
To Cancel the Distributed Credits:
Select a credit instrument from the Credit Instrument Details grid. The corresponding debit instruments appear in the Debit Instrument Details grid.
Select the debit instruments to be cancelled from the Debit Instrument Details grid.
Click the Remove button to cancel the debit instruments.