Automatic settlement of Sales order with a payment in Microsoft Dynamics 365 Finance and Operations

Automatic settlement of Sales order with a payment in Microsoft Dynamics 365 Finance and Operations

Consider scenario where only sales order is present and entire payment is received.

Now timing of sales order for it's shipment and invoicing may not be known hence it's settlement of sales invoice and payment needs to be done early.

One of the option is the use settle transactions on SO

Now choose the payment and mark it

Then upon sales order invoice posting, due to this settlement, the order invoice would automatically be linked / settled with the payment

This can also be confirmed using settlement button