I want to import cash receipts and apply them to specific invoice numbers, but I am getting warnings that "Apply-to document (invoice #) had problems saving." The cash receipt is importing but it isn't applying.
I have followed the example of the sample RM Cash Receipts integration, but it seems to have errors in it. On the 'Cash Apply' options, it is set to 'Auto Apply' rather than look at a source file. When this option is chosen it auto applies based on document date, and doesn't apply to the invoice you have specified.
I setup a new integration. There is only one txt delimited file, however I have created two 'sources' from it - one for the main cash receipt import, and one for the Cash Apply import. I only want to apply one invoice to each cash receipt.
I have setup the 'Cash Apply' mappings as below
Apply-To Document Number = source field - invoice number
Apply-To Document Type = Constant - Sales/Invoices
Apply-To Amount = Source field - payment amount
Can anybody advise what I am getting the errors "Apply-to document (invoice #) had problems saving."?