Open Credit Memo App (case-centric) version 2.0.0 (2024-01-16)

Invoice matching, enhanced credit memo details view, and alternative value realization

• We’ve added an invoice matching feature - if there’s an invoice with a similar rounded amount to a credit memo, the app highlights it. 
• As well as the invoice matching feature, the Credit Memo Details profile view now includes more actions and a redesigned vendor overview, which lets users choose to view documents by company code or by vendor name.
• We’ve redesigned the Validation and Value assessment view for easier and faster configuration, including an alternative value realization method that doesn’t require the augmented credit memo status.

Important

Some views and Knowledge Model assets are removed or renamed in this version of the app. You’ll need to transfer any customizations you made to them in previous versions, to the equivalent views and Knowledge Model assets in the new version. Updating the case-centric Open Credit Memo app lists the changes and where to apply your customizations in version 2.0.0. To avoid downtime for your end users but still keep your augmented attributes and transactional activity history, we recommend that you install the new version separately, transfer your customizations to that package, then copy it over the old package, following the linked instructions.