Transfer multiple Payment Lines while creating a payment proposal

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Posted on by jihane

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Hello Community,

while creating a payment proposal for a customer, I noticed, that we're only allowed to select one line on the payment proposal for transfer?

Is it possible to allow multiple payment lines for a transfer? Is it a setup that must be specified or, should we consider customizing the functionality of 'transfer' to make this available?

Also, might you please explain why AX allows only one selection for transfer? what could be the drawbacks of allowing multiple selections?

Thank you so much,

Jihane

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Mahmoud Hakim 17,887 on at

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Hi jihane

just unchecked link as shown below

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Ludwig Reinhard Microsoft Employee on at

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Hi jihane,

The payment proposal form supports multiple selections.

Just hold the CTRL button pressed and select the invoices to be paid.

Then hit the transfer button and AX should - depending on your parameter settings - summarize the amounts to be paid in one or more journal lines.

Best regards,

Ludwig

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jihane 1,264 on at

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Helli Mahmoud,

Thank you for your answer, I need the 'link' button to be checked

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Mahmoud Hakim 17,887 on at

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Hi jihane

then , as Ludwig said 'Just hold the CTRL button pressed and select the invoices to be paid.'

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jihane 1,264 on at

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Hello Ludwig,

Thank you for your answer,

As suggested, when holding CTRL and selecting multiple Invoices, the transfer button is disabled,

Below a screen shot illustrating this:

I would like to be able to select multiple lines in the payment proposal and at the same time be able to transfer them all at once,

Kind regards,

Jihane

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Ludwig Reinhard Microsoft Employee on at

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Hi Jihane,

You have to read the form that you show from bottom to top. At the bottom, you see all vendors and the total amount to be paid. The individual invoices that make up the amount to be paid to a specific vendor can be identified by clicking on one of the vendors from the bottom. The too section then shows all the individual invoices that are supposed to be paid to the vendor.

If you do not make any selection and simply hit the transfer button all invoices of all vendors shown in this form are suggested to be paid and will be transferred to the journal lines. There should be a pop up window showing that informs you about this transfer.

Best regards,

Ludwig

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jihane 1,264 on at

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Hello Ludwig,

Thank you for your answer, indeed, I consider the bottom part as a header to the part on the top. Except that it seems like AX doesn't support selecting multiple lines for transfer from the bottom part?

when I select multiple lines from the bottom part, AX disables the transfer button on the top?

Is that because of some kind of setup?

P.S: I did some debugging but wasn't able to find what controls this behavior

Thank you

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Ludwig Reinhard Microsoft Employee on at

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Hi jihane,

This is the standard behavior and in my opinion it is logic.

At the bottom you see multiple vendor accounts.

Selecting one, shows all the invoices on top.

So a 1:n (vendor:invoices) relationship is reflected in the form.

The top does not show all invoices of all vendors, i.e. there is no n:m (vendors:invoices) relationship incorporated in the form.

If you want to delete or exclude some invoices you always have to select the vendor at the bottom and then add or delete the invoices on the top.

This is a bit cumbersome and time consuming but that is how the standard application works.

Best regards,

Ludwig

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jihane 1,264 on at

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Thank you Ludiwig for your explanation,

Kind regards,

Jihane

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