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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / APPLY PAYMENT TO EXTER...
Small and medium business | Business Central, N...
Suggested answer

APPLY PAYMENT TO EXTERNAL DOCUMENT NO. ON CASH RECEIPT JOURNAL

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Posted on by MD-01071455-0 66
Hi community,
 
I want to apply payment to external document no. on cash receipt journal but I can't insert external document no. as its seem non-editable. Can you please help me to insert applies to external document no. on cash receipt journal as I will copy from posted sales invoice and past on cash receipt journal.
 
Categories:
Dynamics 365 Business Central
Microsoft Dynamics NAV
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  • Suggested answer
    Nimsara Jayathilaka. Profile Picture
    Nimsara Jayathilaka. 4,510 on at
    APPLY PAYMENT TO EXTERNAL DOCUMENT NO. ON CASH RECEIPT JOURNAL
    Hi
     
    That field is system-controlled and becomes editable only when Business Central can identify an open customer ledger entry. It’s not meant to be entered manually in the journal.
     

    • In the Cash Receipt Journal, select the journal line.

    • Go to the Process tab → choose Apply Entries.

    • Select the invoice (you can search by External Document No.) and apply it.

    • The system will automatically fill in the Applies-to ID and Applies-to Ext. Doc. No..

     
    Thanks
    Nimsara
  • Suggested answer
    OussamaSabbouh Profile Picture
    OussamaSabbouh 137 on at
    APPLY PAYMENT TO EXTERNAL DOCUMENT NO. ON CASH RECEIPT JOURNAL
    Hello,
    If you want to apply a payment based on the external document number, there are a couple of ways to handle it:
    1. Use “Apply Entries”
    Select the journal line.
    Go to Process → Apply Entries.
    In the Apply Customer Entries page, find the posted invoice (you can filter by the external document number if needed).
    Mark it for application and close the page.
    Once you do that, the system will automatically fill the “Applies-to Doc. No.” and “Applies-to Ext. Doc. No.” fields.
    2. Enter the “Applies-to Doc. No.” directly
    If you know the posted invoice’s document number, you can type it into the “Applies-to Doc. No.” field on the journal line. When you post, BC will match the payment and fill in the external document number automatically.

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