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Create accrual payment documents

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When an accrual plan is set up to create a document for accrual payments (either a purchase invoice or a sales credit memo) the payments are not created through a journal but by running a separate function.

Steps

  1. In the search box, enter Create Accrual Payment Documents, and then choose the related link.

  2. On the request form, enter the Accrual End Date and the Posting Date.

  3. If necessary, set the appropriate filters on the Sales Accrual Plan tab and the Customer tab.

  4. Run the report. The payment documents are created.

Both customer and vendor accrual payment documents are created in this step.