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Hello Everyone,
I have a requirement where customer have the option to import the invoices and that invoices have to settle it automatically after uploading the invoices.
I have imported the excel file but am not sure what is the process to settle the invoices automatically after uploading the invoices from excel.
It would be helpful if i get guidance or provide any solution using x++ code.
That sounds like an uncommon scenario. Just because typically first the invoice is posted and then there is a payment transaction, which will settle the invoice.
It is not clear, with what kind of transactions the invoices should be settled.
But there is a functionality in Accounts receivables - Setup - Accunts receivable parameters in tab Settlement, field 'Automatic settlement'.
If this is set to 'Yes', all customer debit transactions will be settled with customer credit transactions.
If you want to refine the criteria for the order of settlement, please read here: https://docs.microsoft.com/en-us/dynamics365/finance/accounts-receivable/automatic-settlement-prioritization
Thank you for using Microsoft Dynamics 365 Communities,
Ingeborg Heinrich
Support Escalation Engineer
Dynamics 365 Finance and Operations
Our users will have multiple invoices to be settled, which they won't do this from create payment proposal, instead they asked to provide a template, where they will only update the invoice numbers and import in system, system should auto settle those transactions and create the payment journal.
No - it is not possible to create the payments from invoice import process
I think this is not possible by standard approach, however the ask is here how to do this by code/customization.
We've had to develop a customization to do this for clients. Nothing out of the box that will auto-settle.
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