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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Ability to settle cust...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Ability to settle customer open transactions based on rules

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Posted on by Kaushik.p.k 19
Hello Everyone,
 
In D365 Finance and operation, is it possible to setup automatic settlement based on rules.
 
I can only see the option to do auto settle based on settlement priority. which is located under AR >> parameters >> Settlement section.
 
My requirement is to settle the customer transactions automaticaly which has the exact same description and the opposite db/ cr amounts.
 
Example
 
CU001 / XYU009 /   db 100
CU001 /XYU009 /    cr         100
 
Both of these transactions should be automatically settled 
 
Is there any out of the box functionality / configuration to acheive this?
 
Thank you, P.K.Kaushik
 
 
Categories:
Dynamics 365 Finance
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  • Suggested answer
    Shri Ranjani Profile Picture
    Shri Ranjani 99 on at

    Hi,

    There is no out-of-the-box configuration in Dynamics 365 Finance to automatically settle customer transactions based on matching descriptions and equal debit/credit amounts.

     

    To achieve your requirement, a custom solution (for example, a scheduled batch job) would be required


     

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