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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Customer Prepayment - ...
Microsoft Dynamics AX (Archived)

Customer Prepayment - Sales Order printout

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Posted on by Samkh 6

Hi,

I followed the steps defined in the post community.dynamics.com/.../ax-2012-sales-order-prepayment

If I click on Sell > prepayment I can see the right balances ( Prepayment, vs total balance)

I was expecting that when I print the confirmation from the sales order to see the prepayment amount there and reduced from the total sales order.

It didn't show on the report. Is there anything missing?

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I have the same question (0)
  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Sam,

    Are you working in a demo system or in a customer system that has customer specific report layouts?

    Best regards,

    Ludwig

  • Samkh Profile Picture
    Samkh 6 on at

    Hi Ludwig,

    I am running it on a demo system. The expected layout is pretty logical, since I get a prepayment allocated to the sales order. Hopefully I won't need a customization for the layout?

    Thanks

    Sam

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Sam,

    There is an additional step that you have to take, which is not fully described in the article.

    This step requires that you open the sales order invoice tab and then select the settle open transactions form.

    In this form you have to mark the prepayment made

    2437.pp2.png

    Then you can invoice your customer and get an invoice similar to this one here

    2437.pp2.png

    Best regards,

    Ludwig

  • Samkh Profile Picture
    Samkh 6 on at

    Great Thank you!

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