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When we post a customer payment transaction from payments journal, ideally transaction should appear in "settle open transaction" but in my case it is not happening for which we are going to the customer transactions and manually marking the approved check box then we can see the transactions in settle open transactions.
Here how to make Approved flag ticked automatically?
Thanks in advance
Hello Rajesh T,
Do you have the parameter 'allow automatic settlement' in the customer posting profile enabled?
Hi Rajesh T,
Which version are you using?
Is the user who posts the payment related an employee?
Thanks for the response, yes enabled.
Yes enabled, and forgot to mention one thing it will not happen all the time it happens only sometimes.
Thanks for the response.
Kernel version 6.3.3000.111
No not related to employee but yes the user who is posting is attached to user relation in system administration.
You are on R3 CU10 that was released in Oct 2015.
Thereafter, a couple of hotfixes were issued that might overcome the problem.
Would be great if you could review those fixes and let us know whether they fix your issue.
You can active the approval of customer payment journal to force user to approve the journal before posting it.
Sorry for late reply, can you please provide me the release number or ID. I clicked on link but nothing was showing.
Thanks for response, but my customer dont want to active manually every time they want to happen aoutomatically.
Kindly check in Human resources > Positions > Positions form whether worker assignment is linked with the respective user or not. In case if you do not set this linkage, system might show the 'Approved by' check box unticked.
Best regards,Sourav Dam
Please take time to click 'Yes' against the answers that help you guide in right direction to help other community members.
Hi Sourav Dam,
Yes worker is linked
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