Auto-Apply in customer ledger entries in Business Central

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Posted on by SM-10031500-0

Hi,

How to control auto apply of sales invoices in customer ledger entries through configuration or events in business central. Kindly help me on this.

Thanks in advance

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Dynamics 365 Business Central

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ArchitectMadhan 458 on at

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To control the auto-application of sales invoices in customer ledger entries in Dynamics 365 Finance and Operations (D365 F&O), you can use configuration settings and event handling. Here are the steps to achieve this:

Configuration Settings

Navigate to Accounts Receivable Parameters:

Go to Accounts receivable > Setup > Accounts receivable parameters.

Set Auto-Apply Parameters:

In the Accounts receivable parameters form, find the Settlement tab.

Adjust the settings for Automatic settlement to control how invoices are automatically applied to customer payments.

Using Event Handling

Create a New Class for Event Handling:

In Visual Studio, create a new class to handle the events related to customer transactions.

Subscribe to the Relevant Events:

Subscribe to events such as CustTrans.OnInsert or CustTrans.OnUpdate to control the behavior when sales invoices are created or updated.

Implement Custom Logic:

In your event handler methods, implement the logic to control the auto-application of sales invoices. For example, you can add conditions to determine when invoices should be automatically applied.

Here is a basic example of how you might set up an event handler in X++:

[EventHandlerFor(tableStr(CustTrans), tableMethodStr(CustTrans, insert))] public static void CustTrans_OnInsert(Common sender, DataEventArgs e) { CustTrans custTrans = sender as CustTrans; if (custTrans) { // Custom logic to control auto-application if (custTrans.TransType == CustTransType::Invoice) { // Example condition to prevent auto-application if (custTrans.AmountCur > 1000) { custTrans.AutoApply = NoYes::No; } } } }

By combining these configuration settings and custom event handling, you can effectively control the auto-application of sales invoices in customer ledger entries.

If you find this solution useful, please like it and accept it as answer.

-ArchitectMadhan

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SM-10031500-0 12 on at

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Thanks for the details.... If possible, can you please help me on business central.

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Martin Dráb 237,996 Most Valuable Professional on at

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Moved from Integration, Dataverse, and general topics forum.

Ignore ArchitectMadhan, he's one of the users spamming this forum with useless AI-generated replies.

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Verified answer

Ramiz 597 on at

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Hi,

On Sales document you can use Payment Method Code field. By filling the Bal.Account No on payment method it will automatically apply a payment against customer ledger entry on posting.

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Suggested answer

Khushbu Rajvi. 20,971 Super User 2025 Season 2 on at

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https://forum.mibuso.com/discussion/59566/auto-apply-customer-ledger-entries

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