Payment proposal Vs Manual settlement

(1) Share

Report

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

Dear Team.docx

I have the same question (0)

All responses (4)

Answers (3)

Sort by

Verified answer

André Arnaud de Cal... 306,725 Super User 2026 Season 2 on at

Like (3)

Report
Copy link

Link copied!

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.

Was this reply helpful? Yes No
Verified answer

Alireza Eshaghzadeh 15,225 Super User 2026 Season 2 on at

Like (2)

Report
Copy link

Link copied!

Hi Amruth,
Like Andre mentioned, there is not standard field to indicate that payment journal lines are generated via proposal function or manually. There is a workaround here by differentiating them in to separate journal names and therefore number sequence. We have applied it also by creating to journal names one for Proposal and one for manual settlement and it is expected that users apply actual journal.

Was this reply helpful? Yes No
Suggested answer

Giorgio Bonacorsi 3,549 Super User 2026 Season 2 on at

Like (2)

Report
Copy link

Link copied!

Hello,

I'm joining the other answers. Technically, there is no way to understand if a payment proposal or a manual entry created a journal payment.
I've tried with the datalog, but even in this way, we have on both cases the user name.

As the other members said, the recommendation is to take a step back and set up a dedicated journal for manual entry and another one to use with the payment proposal.

Kind regards,
Giorgio Bonacorsi

Was this reply helpful? Yes No
Verified answer

Ramit Paul 22,809 Most Valuable Professional on at

Like (1)

Report
Copy link

Link copied!

Dear Amruth,

There is no field to mark whether the payment journal created manually or by payment proposal, ultimately, this process is decided after you create one journal and system does not understand this.

I would avoid customization unless this is much required rather I would create two batches for manual and payment proposal, however this is a process discipline issue, example anyone can create payment proposal in manual JV and vice versa.

Hope this helps.

Was this reply helpful? Yes No