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Is there a way to efficiently register prepayments on multiple POs at one time? We have thousands of POs that we have to register prepayments to and the accounting department is entering prepayments one by one...... thoughts? Can a payment schedule be set at the vendor level and applied to POs that way?
Yes, there is a more efficient way to register prepayments on multiple purchase orders (POs) at once. One way to achieve this is by setting up a payment schedule at the vendor level and then applying it to the POs.
To do this, you can set up a payment schedule for the vendor in the 'All vendors' form. In the 'Payment schedules' section of the form, you can create a new payment schedule and set the payment terms, payment frequency, and other relevant details.
Once the payment schedule is set up, you can then apply it to the POs for that vendor. To do this, navigate to the 'All purchase orders' form and select the POs you want to apply the payment schedule to. Then, click on the 'Update' button in the 'Payment schedule' section of the form and select the appropriate payment schedule for the vendor.
By applying the payment schedule to the POs, you can automatically generate prepayments based on the terms of the schedule, without having to manually enter them for each PO.
Alternatively, you could use the 'Journal voucher' form to enter multiple prepayments at once. This would involve creating a journal voucher for the prepayments and entering the POs and prepayment amounts in the voucher. This approach may be more efficient for a large number of POs, but it does require some manual entry.
Overall, I would recommend exploring the payment schedule option first, as it is a built-in feature of Dynamics 365 F&O and can be easily set up and applied to POs.
Hi,
I don't think so we have option to apply prepayment information on multiple option in one go .
You can create multiple invoices using data entity but for that you need prepayment info specified manually.
Hi there,
You can use the satndard process to create multiple prepaymen invoice by PO and ask AP Finance team to make combine payment against all Prepayment invoice.
please let us know if this works.
Thanks,
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