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The fields at the top of the screen show general information and balance details for the allocation. The Lines tab shows all the items that make up the allocation. Click on Source Record to view the original item.
Reversing an allocation
Reversing an allocation reverses all open items that make up that allocation. This means that, for each open item in the allocation, the open item value is reset to its original value.
- In the navigation bar, double-click Relationships then click Allocations.
- Locate the allocation that you wish to reverse.
- Select the allocation in the list, then click Reverse. The payment will now be outstanding, and the related invoices and credits will now have a non-zero balance.