web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / How to mark a prepayme...
Microsoft Dynamics AX (Archived)

How to mark a prepayment to a Sales order

(0) ShareShare
ReportReport
Posted on by Community Member

Hi,

I have found various references for ability of AX to mark a prepayment to a Sales order. However, I found that unlike purchase order, SO doesn't have an option to mark a prepayment at the time of invoice.

I would appreciate if someone could tell me the steps to achieve it.

 

Regards,

Dwij

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,691 Super User 2026 Season 1 on at

    Hi Dwij,

    There is indeed a difference between PO and SO on the pre-payment. On the Sales order it is not there. :-(

    You can use a workaround or have a customization for it.

  • lally Profile Picture
    lally 8 on at

    [quote user="Andre Arnaud de Calavon"]You can use a workaround[/quote]

    Is there any standard work around is available in Axapta 2012 ?

  • Anton Ivanov Profile Picture
    Anton Ivanov on at

    Hi,

    One of possible solutions is to use a special item (service or with allowed negative inventory).

    First you “Invoice” the item (advance invoice) and then the item is included in invoices with minus (Advance reduction).

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,691 Super User 2026 Season 1 on at

    Hi Dwij and Lally,

    Anton provided the possible work around. A manual procedure would be required to check whether the prepayment invoices are sent and the "advance" item is being deducted from the final invoice as well.

  • lally Profile Picture
    lally 8 on at

    [quote user="Andre Arnaud de Calavon"]A manual procedure would be required to check whether the prepayment invoices are sent and the "advance" item is being deducted from the final invoice as well[/quote]

    Can you explain in detail about the sentence ?

    Thanks innadvance

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,691 Super User 2026 Season 1 on at

    Hi Lally,

    As you can "forget" you invoiced the advance, you can invoice all remaining items on the invoice without deducting the earlier invoiced prepayment. SO within a procedure you have to pay attention on this manually.

    (Or create some customizations)

  • Community Member Profile Picture
    Community Member on at

    Yes, I have done customization to Dynamics AX 2012 to have Pre-Payment for customer against Sales Order same as Vendor and PurchaseOder.

    We basically utilized the design of standard Vedor/PurchaseOder Pre-Payment functionality

    Its working fine

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Andre/Anton

    If I understand your suggested workaround: you need to create both positive and a negative service item lines on the sale order, each at, for example, 30% of the total. You would invoice the positive service item by itself to create the advance invoice; then invoice the negative service item with the remainder of the sales order lines. I would also make sure the service item "revenue" (credit for the advance, debit for the deduction) posts to a customer deposit (liability) account to monitor balances. Not a bad workaround but a parallel process to the AP prepayment process would be better. Or use milestone billings in projects.

  • SujathaR Profile Picture
    SujathaR 10 on at

    Hi Nitish,

    I am working on a requirement to customize the Prepayment for a sales order before invoicing in Axapta 4.0 . I read that you have utilized the standard vendor/PO prepayment could you please elaborate on this or any link/blog where i can find step -by -step approach.

    Thanks,

    Sujatha R.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    I followed the design of Purchase order Pre-Payment functionality in AX 2012

    I tried to understand the standard Purchase Order process and logic and encorporated in Sales Order

    Same as Purchase order

    I created the table/form so that we can have entries for advance payment against a Sales Order

    One option to post the Advance Payment invoice (as per logic this use to be a invoice which is against Sales Order but it was not updating any inventory)

    Then modified the Logic of Sales Order invoice so that we can adjust the Advance payment with the Sales Invoice to be created (While sales Order invoicing process there was a option to select the advance payment invoice lines against the sales Order, once selected that Prepyment invoice was added to the Sales invoice with negative amount so that settlement can happen)

    At Customer level also a functionality is devloped which will settle already created Advance Payment invoice and Sales Invoice

    I am not sure if we have any Advance payment functionality in AX 4.0

    Please let me know if you need any technical support.

    you can contact me at following email niteshranjan007@yahoo.com

    Let me know you are from which part of the world.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the February Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
Joris dG Profile Picture

Joris dG 5

#2
Alexey Lekanov Profile Picture

Alexey Lekanov 2

#2
Henrik Nordlöf Profile Picture

Henrik Nordlöf 2 User Group Leader

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans