Open Preypament form - Dynamics 365 for Finance and Operations

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Posted on by Geert G

Dear,

Could someone explain me how the form Open prepayments is working in Dynamics 365 for Finance and Operations.

I was hoping when posting a payment journal and marking the line as a prepayment voucher it would appear over here. It does not, even not when I settle it against a Purchase order. You will also see there is a new button but the options are greyed out. Am I missing something ?

Many thanks for your help.

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Ludwig Reinhard Microsoft Employee on at

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Hi,

This form shows prepayments entered in the PO form

Your process does not exactly fit into this, as you have to create the prepayment first through the PO form before anything is shown in the open prepayment form.

Best regards,

Ludwig

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Mahmoud Hakim 17,887 on at

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You can check this link for how to create prepayment in D365

dynamics365ax2012.blogspot.ae/.../how-to-create-vendor-prepayment.html

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Geert G on at

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Dear Ludwig,

Many thanks for your answer.

The Prepayment from the PO is something our customer don't want to use as they don't receive prepayment invoices.

When looking to the form there is a "new" button for Prepayment via payment journal, that was the reason I expected my prepayments posted via a payment journal as well over here.

Best regards,

Geert

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Geert G on at

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Dear Mahmoud,

Many thanks for your answer, the process of creating prepayments is know , I was hoping for some new functionality that I am missing. Currently D365 only provide me notification, and follow up prepayments when posting via a prepayment invoice.

I am expecting the same functionality for prepayments posted via a payment journal.

Kind regards

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ZvikaR 184 on at

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There are more business process related differences between PO prepayment (deposit) and journal based prepaym itent that your client need to consider:

1. Journal prepayment is not linked to a specific PO, so there is greater chance of making an error when settling against the wrong invoice.

2. Journal prepayment does not have the functionality to calculated the amount based on % of the PO

3. when invoicing a PO is it not clear there is a prepayment journal recorded for it, and neglect to settle the invoice against the prepayment.

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