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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Bulk Settlement of Ope...
Microsoft Dynamics AX (Archived)

Bulk Settlement of Open Customer Transactions

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Posted on by SU-22040800-0 2,459

I would like to settle a LOT of open customer transactions, that have reversals. 

In short, a batch of open transactions were imported on the incorrect date, and then a new batch was imported to reverse them (and then a new batch imported with the correct dates).

So i have an IN, an OUT, and an IN again.

I want to match up (possibly using an import of sorts) the initial IN and OUT transactions.

Is this possible? or do i have to do it manually?

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  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Bulk Settlement of Open Customer Transactions

    Hello James,

    I would ask a developer for some help especially if you have a lot of transactions that need to be settled. You can of course do this manually but I guess that you can do other and more important things instead.

    Best regards,

    Ludwig

  • SU-22040800-0 Profile Picture
    SU-22040800-0 2,459 on at
    RE: Bulk Settlement of Open Customer Transactions

    Thanks Ludwig

    i had a feeling it was not something we could do as standard.

    thanks for the assistance

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