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How can the Invoice amounts be summed up on the payment proposal in D365 the way it happens on AX2012 ?

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Posted on by 12

Hi,

I have multiple Invoices for the same vendor.
When I create a payment proposal with a filter on vendor account and method of payment -> The client expects to have the sum of Invoices that need to be paid in a single line.

I have tested this in Ax2012 and it works exactly the way the client is expecting. 

Could you please suggest if there any specific paramters that can help us get the appropriate results ? in D365

Thanks in advance,

Regards,

Priyanka

  • PriyankaGunti Profile Picture
    PriyankaGunti 12 on at
    RE: How can the Invoice amounts be summed up on the payment proposal in D365 the way it happens on AX2012 ?

    Hi,

    Thanks for the response.

    I have updated the methods of payment and it works!

    Regards,

    Priyanka

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,278 Super User 2025 Season 1 on at
    RE: How can the Invoice amounts be summed up on the payment proposal in D365 the way it happens on AX2012 ?

    It should work the same in D365 as in AX 2012.  What results are you getting?  Note that if invoices for the same vendor have different remittance addresses, you'll get multiple payment lines from the payment proposal, even though you have the Method of Payment set to "Total".

  • Suggested answer
    Gaurangkumar Jani Profile Picture
    Gaurangkumar Jani 4,511 User Group Leader on at
    RE: How can the Invoice amounts be summed up on the payment proposal in D365 the way it happens on AX2012 ?

    Hi PriyankaGunti,

    This can be completed using payment method. You can do multiple update in payment proposal and apply method of payment having with total, which will club your multiple invoice in one line.

    Following document will help you to understand more about payment method:

    learn.microsoft.com/.../create-vendor-payments-payment-proposal

    Blog : stoneridgesoftware.com/.../

    Please let us know if this helps.

    Thanks,

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