| Description |
This issue relates to i21 Help Desk ticket. Click the link below to go to Help Desk ticket.
[HDTN-215852 - Contract Auto Apply Hierarchy|https://helpdesk.irely.com/iRelyi21live//#/HD/Ticket/?ticket=HDTN-215852]
This is needed for multiple customers Webster, Reliance, Knapp, Parkers. Currently we are applying at oldest prepayment not considering contract # and sequence.
When setting the Company Config to Auto Apply Prepaids for Sales Invoices we need to have the following hierarchy.
Requirements:
* Contract Prepayment that matches the invoice contract used.
* If balance remaining on the invoice, use the Standard Prepayment *NOT* linked to an item.
* If balance remaining on the invoice after using the contract prepayment, standard non-item linked, then that amount is balance due on the invoice.
* DO NOT auto apply another contract prepayment that does not match the contract prepayment of the invoice being posted. This will cause balancing issue for the customer's contract prepaid money.
* NOTE: If the user want to apply the standard prepayment linked to an item/contract, they will do so manually in receive payments.
[~matt.wielinski] fyi - add notes if you want.
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