Vendor payment proposal automation - delete journal if blank/empty/no lines

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Posted on by BB-21061534-0

We're looking into using the Vendor payment proposal automation (located under Accounts payable > Payment setup > Process automations) to auto create vendor payment journals for a specific payment method on a schedule (likely daily), and then a job to auto post the journals. However, when there are no outstanding payments found, the journal is created with no lines, and then cannot be posted. Subsequent automation job executions will create new journals.

Is there any option in the standard process automation setups to auto delete the auto created journal at the end if it contains no lines?

I've looked but couldn't find anything. Otherwise if we run this on a frequent schedule then we'll potentially end up with a lot of pending journals with no lines hanging around which someone will have to manually delete.

Categories:

Administration and Setup

Financial Management

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Adis 256 on at

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Vendor payment proposal automation - delete journal if blank/empty/no lines

Hi,

I havent used this feature, but I can give you the following hints.

1.: When you open a journal and close it without adding lines, the journal is deleted by default. I came across by accident around 10.0.39, maybe even 10.0.38 (we skipped 38. Therefore, have you tried how it works with the proposal automation?

2.: As far as I know there is an entity for the payment journal, so that you can use Power Automate to do the job, i.e. check for not posted journals with empty lines and delete it, which can run every day during the night or so.

Kind regards, Adis