Quick Tips on Vendor Payment Proposal Screen in Microsoft Dynamics 365 Finance and Operations

In this blog I will try to give two quick tips on vendor payment proposal screen which can enhance the user experience during payment run.

So lets see that:

Create A Payment journal and create payment proposal as your requirement.

I have written one blog on Payment automation, which you can read here.https://exploredynamics365.home.blog/2020/07/05/vendor-payment-proposal-automation-in-microsoft-dynamics-365-finance-and-operations-new-feature/

Tip-1: Update multiple values on proposal screen for multiple records.

Many times, after running proposal user may require updating values for all records or selected records before creating payment lines e.g. Bank account, method payments etc…

Tip-2: Payment preview before creating payment lines.

This can help users to preview number of payments before creating payment lines.

That’s it for this blog, Hope this will help your customer.

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