Saturday, April 8, 2017

AP/AR Netting Setup Steps

AP/AR NETTING SETUP

Cash Management
1. Define AP/AR Bank
2. Define Bank Account (Netting Control Account)
3. While creating Bank Account, Select ‘Yes’ for Netting Account.


Receivables
1. System Options: Enable Check Box “Allow Payment of Unrelated Transactions”
2.  Receipt Classes: AP/AR Netting. Enter ‘Bank Accounts’ information.


Payables
1. Create Netting Agreement
2. Create Netting Batch
3. Run Proposed Netting Report
4. submit Netting Batch
5. Run Final Netting Report

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