Credits Assignment Search Order

When a credit is assigned to a receivable, the system will search for likely invoices matching certain criteria. The Credits Assignment Search Order instructs the system on which order you wish to search. There are two options:

 

• Search initially by PID, then Owner Name
• Search initially on Owner Name, then PID

 

To select the Credits Assignment Search Order choose Utilities | Town Settings | Miscellaneous tab. Under the Credit Assignment Search order, select the radio button next to the search option you prefer and select Apply Changes.