Dynamics Community Forum Thread Details

Reference on SOP Deposits

We have a GP (2018 CU4) Site that integrates SOP Invoices together with a payment using the SOP Sales Payment Entry window. The integration works well, however we've had a request to add a comment or reference to the payment. That said, I do not see in either the Window or the underlying table (SOP10103) where a comment or reference field is available.

Normally this is available if using the cash receipt window, but cash receipts are entered after the fact and not part of the SOP Invoice Entry process. We'd prefer not to separate the the two.

That said, any creative thoughts on how I may be able to add a description while using the Sales Payment Entry window. I'm thinking perhaps updating the related RM reference table/field after the fact?

Looking for suggestions. Thanks!

Categories:

Financial Management

Distribution

Hello,

You are correct that there is no location to add a comment in the Sales Payment Entry window. The comments can go on Sales Invoices though and perhaps you can use the comment fields on the Invoices.

When you do a Payment in the Sales Payment Entry window, when this posts, it actually creates the Cash Receipt in the Receivables modules and is not really a separate process unless you are partially creating the payment in the Sales Payment Entry and then receiving another payment later.

For the SOP side, you would need a customization to be able to add a comment. However, one thing that might work is to use the Edit Transaction Information window under the Receivables Transactions options to add a Description to the Cash Receipt that was created during the posting of the SOP Invoice that used the SOP Payment Entry window. This window lets to make some changes to open transactions.