Personalized Community is here!
Quickly customize your community to find the content you seek.
Latest TechTalk Videos
Have questions on moving to the cloud? Visit the Dynamics 365 Migration Community today! Microsoft’s extensive network of Dynamics AX and Dynamics CRM experts can help.
2021 Release Wave 2Discover the latest updates and new features releasing from October 2021 through March 2022.
2021 release wave 2 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
I am using version 10.0.18, Update 42, D365 Finance and Operation. I want to use the Prepayment option for a sales order but unfortunatelly does`nt work.
Enclose my setup:
1. Customer posting profile
2. Accounts receivable parameters
3. Create a new sales order
4. Create a Customer payment journal
After posting the customer payment journal I expect to see the Prepayment on the sales order but unfortunatelly the Prepayment button is not active.
Can you help me please and tell me what I´m doing wrong.
Thank you for your help
please check community.dynamics.com/.../view-prepayment-information-in-sales-order out.
You are right. The reason for that is that this prepayment feature was deprecated for non retail related implementations. What you can do is apply the prepayment at the time you post the SO invoice and thereby make the deduction of the amount prepaid.
you can read here
Looks like you missed specifying SO number in payment journal.
Also, settlement can not happen automatically, you have to select at the time of invoice from open settle transaction.
You may also want to refer this link- How to mark a prepayment to a Sales order - Microsoft Dynamics AX Forum Community Forum
As Ludwig suggested this option is disabled.
Follow the below steps to apply prepayment for sales order.
1) First post a customer payment journal and mark it as prepayment.
2) Create a sales order, go to the invoice tab and click "settle open transaction", here select the prepayment entry.
once the above steps are completed, prepayment will be adjusted to sales order.
Business Applications communities