# Business Applications **URL:** https://community.nextw.com/c/business-applications/50.md [Latest](https://community.nextw.com/latest.md) · [Categories](https://community.nextw.com/categories.md) · [Tags](https://community.nextw.com/tags.md) --- ## [About the Business Applications category](https://community.nextw.com/t/about-the-business-applications-category/93)
**Author:** [@NcM](https://community.nextw.com/u/NcM)\ **Replies:** 0\ **Last updated:** [April 4, 2025, 6:14pm UTC](https://community.nextw.com/t/about-the-business-applications-category/93 "2025-04-04T18:14:14Z")
Discuss software solutions built on the Nextworld Platform. --- ## [Cash Receipts - Supplier Invoices](https://community.nextw.com/t/cash-receipts-supplier-invoices/2230)
**Author:** [@kate.dennigan](https://community.nextw.com/u/kate.dennigan)\ **Replies:** 1\ **Last updated:** [October 30, 2026, 3:34pm UTC](https://community.nextw.com/t/cash-receipts-supplier-invoices/2230 "2026-10-30T15:34:05Z")
Is it possible to pull through supplier accounts when posting cash receipts? E.g: Supplier is in a credit balance and pays the difference. --- ## [AP / AR Netting - Customer Credit Memo](https://community.nextw.com/t/ap-ar-netting-customer-credit-memo/2227)
**Author:** [@kate.dennigan](https://community.nextw.com/u/kate.dennigan)\ **Replies:** 1\ **Last updated:** [October 15, 2026, 4:15pm UTC](https://community.nextw.com/t/ap-ar-netting-customer-credit-memo/2227 "2026-10-15T16:15:33Z")
How can I pull through customer credit memos to a supplier payment in the same way I can pull through customer invoices to net? --- ## [How do we create an inventory adjustment that writes the GL to another system?](https://community.nextw.com/t/how-do-we-create-an-inventory-adjustment-that-writes-the-gl-to-another-system/2089)
**Author:** [@keiko.kasho](https://community.nextw.com/u/keiko.kasho)\ **Replies:** 2\ **Last updated:** [June 22, 2026, 9:05pm UTC](https://community.nextw.com/t/how-do-we-create-an-inventory-adjustment-that-writes-the-gl-to-another-system/2089 "2026-06-22T21:05:14Z")
If we create an inventory adjustment or void an inventory adjustment, it writes the change to the item ledger GL in NW currently. If we want it to write a GL to another older dealership different system like DT DMS, wou… --- ## [Bank Deposit Report and Additional Mappings](https://community.nextw.com/t/bank-deposit-report-and-additional-mappings/2074)
**Author:** [@claire.minnaar](https://community.nextw.com/u/claire.minnaar)\ **Replies:** 2\ **Last updated:** [June 11, 2026, 5:32am UTC](https://community.nextw.com/t/bank-deposit-report-and-additional-mappings/2074 "2026-06-11T05:32:16Z")
Hi there Would it be possible to pass the fetched Cash Receipts in the logic block: BankDepositReportData on line #39 as an additional mapping? There is currently no table lookup to the cash receipt and we need to be ab… --- ## [How to assign a custom Check Report to a specific Bank](https://community.nextw.com/t/how-to-assign-a-custom-check-report-to-a-specific-bank/2067)
**Author:** [@keithwalter](https://community.nextw.com/u/keithwalter)\ **Replies:** 0\ **Last updated:** [June 4, 2026, 4:06pm UTC](https://community.nextw.com/t/how-to-assign-a-custom-check-report-to-a-specific-bank/2067 "2026-06-04T16:06:10Z")
I need to modify our check report to meet the requirements of a new bank. I know how to modify the Check Report. How do I assign this new report so that when I make a payment from this new bank it uses the new report, … --- ## [Effective Date on New Address](https://community.nextw.com/t/effective-date-on-new-address/2048)
**Author:** [@david.lee](https://community.nextw.com/u/david.lee)\ **Replies:** 7\ **Last updated:** [May 29, 2026, 6:26pm UTC](https://community.nextw.com/t/effective-date-on-new-address/2048 "2026-05-29T18:26:00Z")
Observation: When I added an address in the Customers application, I noticed that sometimes the effective date of the new address would be the next business day. For example, if I added an address around 9 pm on Friday… --- ## [How does the Transaction Number of Journal Entries work?](https://community.nextw.com/t/how-does-the-transaction-number-of-journal-entries-work/2041)
**Author:** [@ian.p](https://community.nextw.com/u/ian.p)\ **Replies:** 4\ **Last updated:** [May 21, 2026, 4:48pm UTC](https://community.nextw.com/t/how-does-the-transaction-number-of-journal-entries-work/2041 "2026-05-21T16:48:30Z")
I’m noticing that the Transaction Number field (TransactionNumber) on Journal Entries doesn’t seem to be unique and can be repeated for multiple different GLs that exist within a particular company. Why is this? Is the… --- ## [Queued Transitions stuck in Submitted State](https://community.nextw.com/t/queued-transitions-stuck-in-submitted-state/2036)
**Author:** [@bradley.kohl](https://community.nextw.com/u/bradley.kohl)\ **Replies:** 3\ **Last updated:** [May 20, 2026, 5:29pm UTC](https://community.nextw.com/t/queued-transitions-stuck-in-submitted-state/2036 "2026-05-20T17:29:54Z")
Upon creating Sales Credits (TestPartner), the Queued Transitions are stuck in Submitted State. Is this related to effective date transitions? Looking for direction. --- ## [Is there a good presentation or teach time available on how GL accounts get derived?](https://community.nextw.com/t/is-there-a-good-presentation-or-teach-time-available-on-how-gl-accounts-get-derived/2035)
**Author:** [@ian.p](https://community.nextw.com/u/ian.p)\ **Replies:** 2\ **Last updated:** [May 19, 2026, 5:56pm UTC](https://community.nextw.com/t/is-there-a-good-presentation-or-teach-time-available-on-how-gl-accounts-get-derived/2035 "2026-05-19T17:56:50Z")
Asking for a friend. --- ## [Search for customer by non-primary phone number?](https://community.nextw.com/t/search-for-customer-by-non-primary-phone-number/2015)
**Author:** [@ian.p](https://community.nextw.com/u/ian.p)\ **Replies:** 1\ **Last updated:** [May 11, 2026, 7:08pm UTC](https://community.nextw.com/t/search-for-customer-by-non-primary-phone-number/2015 "2026-05-11T19:08:53Z")
If a customer has multiple phone numbers listed in the Emails and Phones subtable, is it possible to search for customers by the non-primary number? It seems like only the primary number is on the main directory record … --- ## [Misc Receipts Row Action Click Running on Row Click](https://community.nextw.com/t/misc-receipts-row-action-click-running-on-row-click/1981)
**Author:** [@claire.minnaar](https://community.nextw.com/u/claire.minnaar)\ **Replies:** 3\ **Last updated:** [April 24, 2026, 4:53pm UTC](https://community.nextw.com/t/misc-receipts-row-action-click-running-on-row-click/1981 "2026-04-24T16:53:00Z")
Please can you confirm if it’s correct that Row Action Clicked events on the Miscellaneous Receipts header runs when you click a row and not the row action click arrow? I know when you click a row, the Edit and Delete o… --- ## [Sales Order Status once Sales Invoices paid in full](https://community.nextw.com/t/sales-order-status-once-sales-invoices-paid-in-full/1980)
**Author:** [@jjl](https://community.nextw.com/u/jjl)\ **Replies:** 2\ **Last updated:** [April 23, 2026, 6:44pm UTC](https://community.nextw.com/t/sales-order-status-once-sales-invoices-paid-in-full/1980 "2026-04-23T18:44:46Z")
I am trying to establish if the Sales Order status transitions / needs to be queued to transition once all the Sales Invoices linked to the SO has been settled. I have a workflow that receives payments against Sales Inv… --- ## [How does sale refunds work in NW?](https://community.nextw.com/t/how-does-sale-refunds-work-in-nw/1962)
**Author:** [@stefanus](https://community.nextw.com/u/stefanus)\ **Replies:** 9\ **Last updated:** [April 22, 2026, 11:17pm UTC](https://community.nextw.com/t/how-does-sale-refunds-work-in-nw/1962 "2026-04-22T23:17:20Z")
Quick question, I want to understand how refunds are created in NW. Is there a quick way of doing it from a sales order point of view. I know that when I create a sales return and on top of that create a sales credit, I… --- ## [Create a Check Payment from a Customer Credit Memo](https://community.nextw.com/t/create-a-check-payment-from-a-customer-credit-memo/1970)
**Author:** [@keithwalter](https://community.nextw.com/u/keithwalter)\ **Replies:** 1\ **Last updated:** [April 17, 2026, 9:42pm UTC](https://community.nextw.com/t/create-a-check-payment-from-a-customer-credit-memo/1970 "2026-04-17T21:42:54Z")
I have a Customer Credit Memos with nothing to apply them to. Customer would like a check instead of waiting for a Credit Memo to be applied or Netted. Can a Credit Memo be added to a Check Run, or a Payment Created fr… --- ## [PaymentMethod on Payment Header](https://community.nextw.com/t/paymentmethod-on-payment-header/1957)
**Author:** [@claire.minnaar](https://community.nextw.com/u/claire.minnaar)\ **Replies:** 1\ **Last updated:** [April 13, 2026, 8:46pm UTC](https://community.nextw.com/t/paymentmethod-on-payment-header/1957 "2026-04-13T20:46:35Z")
Has PaymentMethod always been a locked field on PaymentsHeader or is this a recent change? --- ## [Launching OrderSettingsHeader app to change Bypass Invoicing field](https://community.nextw.com/t/launching-ordersettingsheader-app-to-change-bypass-invoicing-field/1951)
**Author:** [@alex](https://community.nextw.com/u/alex)\ **Replies:** 1\ **Last updated:** [April 9, 2026, 8:12pm UTC](https://community.nextw.com/t/launching-ordersettingsheader-app-to-change-bypass-invoicing-field/1951 "2026-04-09T20:12:57Z")
can we change this field by launching the OrderSettingsHeader as opposed to making a data transform for it? Field is locked down in Sales Setup composite app. --- ## [Update Message in PaymentsHeaderPreTrigger](https://community.nextw.com/t/update-message-in-paymentsheaderpretrigger/1893)
**Author:** [@claire.minnaar](https://community.nextw.com/u/claire.minnaar)\ **Replies:** 1\ **Last updated:** [March 30, 2026, 1:05pm UTC](https://community.nextw.com/t/update-message-in-paymentsheaderpretrigger/1893 "2026-03-30T13:05:37Z")
Would it be possible to show the Account # in the error thrown in PaymentsHeaderPreTrigger around #10? At the moment, it shows the nwId. --- ## [Payments On Change Events](https://community.nextw.com/t/payments-on-change-events/1846)
**Author:** [@claire.minnaar](https://community.nextw.com/u/claire.minnaar)\ **Replies:** 2\ **Last updated:** [March 19, 2026, 3:55pm UTC](https://community.nextw.com/t/payments-on-change-events/1846 "2026-03-19T15:55:12Z")
Hi there Is there any possibility of having all the On Change events be combined into a single logic block for the Payments & Misc Checks application (header apps) - particularly around the Company Bank Accounts field? … --- ## [How do I set up complex corporate structures with many companies?](https://community.nextw.com/t/how-do-i-set-up-complex-corporate-structures-with-many-companies/1818)
**Author:** [@ian.p](https://community.nextw.com/u/ian.p)\ **Replies:** 0\ **Last updated:** [March 12, 2026, 2:27am UTC](https://community.nextw.com/t/how-do-i-set-up-complex-corporate-structures-with-many-companies/1818 "2026-03-12T02:27:38Z")
Let’s say I have a complicated company structure where a large corporate entity – Acme Group – is running Nextworld. Acme Group owns multiple smaller companies which report up to it, and some of those companies themselv… --- ## [Error message when Voiding closing entry posted in period 13 - "Posting into a closed period is not allowed"](https://community.nextw.com/t/error-message-when-voiding-closing-entry-posted-in-period-13-posting-into-a-closed-period-is-not-allowed/1817)
**Author:** [@ClasinaS](https://community.nextw.com/u/ClasinaS)\ **Replies:** 1\ **Last updated:** [March 12, 2026, 2:15am UTC](https://community.nextw.com/t/error-message-when-voiding-closing-entry-posted-in-period-13-posting-into-a-closed-period-is-not-allowed/1817 "2026-03-12T02:15:43Z")
created a year end closing entry and wanted to void the transaction. I am getting and error “Posting into a closed period is not allowed” Period 13 is open (date allowed 12/31/2024) Period 12 is closed - because ad… --- ## [Applied Cash Receipts are using the ApplicationDate(AppliedCashReceiptsDetail) for both the Posting Date & Transaction Date of their GLs](https://community.nextw.com/t/applied-cash-receipts-are-using-the-applicationdate-appliedcashreceiptsdetail-for-both-the-posting-date-transaction-date-of-their-gls/1807)
**Author:** [@alex](https://community.nextw.com/u/alex)\ **Replies:** 2\ **Last updated:** [March 11, 2026, 8:12pm UTC](https://community.nextw.com/t/applied-cash-receipts-are-using-the-applicationdate-appliedcashreceiptsdetail-for-both-the-posting-date-transaction-date-of-their-gls/1807 "2026-03-11T20:12:26Z")
Hello, we are seeing that Applied Cash Receipts are using the ApplicationDate(AppliedCashReceiptsDetail) for both the GLs Transaction Date & Posting Date. This is an issue for us when trying to BackDate a RO’s Posting Da… --- ## [Why does Kit Pricing have to be set up in Sales Settings when using Kits if the Item Org record has Kit Pricing configured?](https://community.nextw.com/t/why-does-kit-pricing-have-to-be-set-up-in-sales-settings-when-using-kits-if-the-item-org-record-has-kit-pricing-configured/1811)
**Author:** [@ian.p](https://community.nextw.com/u/ian.p)\ **Replies:** 1\ **Last updated:** [March 10, 2026, 8:07pm UTC](https://community.nextw.com/t/why-does-kit-pricing-have-to-be-set-up-in-sales-settings-when-using-kits-if-the-item-org-record-has-kit-pricing-configured/1811 "2026-03-10T20:07:21Z")
There is a validation at line 060 of ValidateSOLine that requires Kit Pricing to be configured in Sales Settings when using Kits on a Sales Order - else error Error - Kit definition type and kit pricing settings must be … --- ## [Kit Bill Of Material and Bill Of Material](https://community.nextw.com/t/kit-bill-of-material-and-bill-of-material/1794)
**Author:** [@nishit.jain](https://community.nextw.com/u/nishit.jain)\ **Replies:** 1\ **Last updated:** [March 5, 2026, 4:25pm UTC](https://community.nextw.com/t/kit-bill-of-material-and-bill-of-material/1794 "2026-03-05T16:25:26Z")
Can anybody point me to the differences between KBOM and BOM? --- ## [Are GL Entry Types Delivered](https://community.nextw.com/t/are-gl-entry-types-delivered/1790)
**Author:** [@claire.minnaar](https://community.nextw.com/u/claire.minnaar)\ **Replies:** 1\ **Last updated:** [March 4, 2026, 2:41pm UTC](https://community.nextw.com/t/are-gl-entry-types-delivered/1790 "2026-03-04T14:41:33Z")
Hi there, Please can you confirm if the records in GLEntryTypes are delivered by Nextworld or if this is a manual setup in a new environment? Thank you. --- ## [LL Contact Role - Employee](https://community.nextw.com/t/ll-contact-role-employee/1786)
**Author:** [@connor.hoffman](https://community.nextw.com/u/connor.hoffman)\ **Replies:** 1\ **Last updated:** [March 3, 2026, 9:40pm UTC](https://community.nextw.com/t/ll-contact-role-employee/1786 "2026-03-03T21:40:59Z")
Was there any notice about an update to the List Lookup Definition: Contact Role? We’re seeing a new Employee lookup value that appears to have been introduced with the 25.2 release. Since we had already extended this L… --- ## [13th Month Process](https://community.nextw.com/t/13th-month-process/1775)
**Author:** [@ClasinaS](https://community.nextw.com/u/ClasinaS)\ **Replies:** 1\ **Last updated:** [March 2, 2026, 3:27pm UTC](https://community.nextw.com/t/13th-month-process/1775 "2026-03-02T15:27:03Z")
am looking into year end transactions, such as Audit Adjustments. My understanding is that these transaction are typically transacted against the 13th period. In the help files I found that the transactions type ‘Audit… --- ## [Avalara Taxes Setup](https://community.nextw.com/t/avalara-taxes-setup/1753)
**Author:** [@melanie.spence](https://community.nextw.com/u/melanie.spence)\ **Replies:** 1\ **Last updated:** [February 25, 2026, 6:09pm UTC](https://community.nextw.com/t/avalara-taxes-setup/1753 "2026-02-25T18:09:45Z")
When creating an entry in Directory Cross Reference for Avalara, if there are multiple companies each needing their own Avalara connection, do we need to create one for each company? And if some company don’t have Avalar… --- ## [Can Sales be run disconnected from Financials?](https://community.nextw.com/t/can-sales-be-run-disconnected-from-financials/1728)
**Author:** [@ian.p](https://community.nextw.com/u/ian.p)\ **Replies:** 1\ **Last updated:** [February 18, 2026, 9:04pm UTC](https://community.nextw.com/t/can-sales-be-run-disconnected-from-financials/1728 "2026-02-18T21:04:46Z")
Can Nextworld’s Sales module be disconnected from its Financials? Say for example a customer wants to implement Nextworld Sales but maintains their own books outside of Nextworld - is this possible? CC: @johan.coetzee --- ## [UnitOfMeasure - UOM conversion tables](https://community.nextw.com/t/unitofmeasure-uom-conversion-tables/1723)
**Author:** [@saennam](https://community.nextw.com/u/saennam)\ **Replies:** 1\ **Last updated:** [February 17, 2026, 2:59pm UTC](https://community.nextw.com/t/unitofmeasure-uom-conversion-tables/1723 "2026-02-17T14:59:11Z")
Could someone please provide the master data for Unit of Measure (UOM) conversion? Specifically, we need to know the table(s) in the database where this information is stored. [Next page](https://community.nextw.com/c/business-applications/50.md?page=1)