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Payment proposal Vs Manual settlement

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Posted on by AH-24070906-0

Dear Team

I hope this message finds you well. I am reaching out to ensure clarity on our processes regarding payment proposals and manual settlements in Dynamics 365 Finance.

Payment Proposal Verification:

How to cross-check these payments are taken from payment praposal or mannual settelement .

Awaiting your response .

Regards

Amruth HG

Finance and Accounts

Categories:

Financial Management

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André Arnaud de Cal... 288,459 Super User on at

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Payment proposal Vs Manual settlement

Hi Amruth,

For privacy and security reasons, I removed your contact details. As this is a public forum, bots might find it and start sending spam messages.

Concerning your question: There is no field indicating if the payment was created using the proposal feature or was manually selected. So, in the standard application, there is no option for a cross-check. If you need it, it will require a customization.

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