CERES5.02.38 - Apply Exclude Items from CM flag when Get Posted Doc Lines to reverse

Modified on Tue, 11 Apr 2023 at 10:13 AM

Service Request or Support: N/A

Issue Addressed: When using action 'Get Posted Document Lines To Reverse' on an Agency Credit Memo, Ceres does not pay attention to the "Exclude Item from CM" flag on the Agencies & Receivables Setup and allows an Item to be added to the Credit Memo.


Objects Affected:

Type                           ID                    Name

Table                          36                    Sales Header

Table                          37                    Sales Line

Page                           5850               Posted Sales Document Lines



This release does not present a change in system usage methodology. 

Resolution: Ceres was enhanced by updating the Sales Header table (Table 36) and the Sales Line table (Table 37) and the Posted Sales Document Lines page (Page 5850), to add functionality to apply the ‘Exclude Item from CM’ flag for Agency Credit Memos and Agency Return Orders to restrict copying Item Lines from Posted Shipment lines, Posted Agency Invoice Lines, Posted Return Receipt Lines and Posted Credit Memo Lines, if the Agencies & Receivables flag ‘Exclude Item from CM’ flag is set.

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