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Finance | Project Operations, Human Resources, ...
Unanswered

"Settlement" Transaction type is not coming on Customer Transactions

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Posted on by 95

Hi All,

I have a question, In AR module > Customers > Transactions. I am not able to see the "Settlement" Transaction type after doing payment entry. I want that the system show the Settlement line in the customer transaction even if it has fixed Dimension values. Can someone please help which setups to done so that system can show the settlement transaction on customer transactions?

Thanks in Advance

I have the same question (0)
  • Sally X Profile Picture
    252 on at

    Hi Daizy,

    If you want to view the settlement transaction, how about using the interface of View settlements? The View settlements button on the Action Pane provides quick access to the settlement history and detailed information about the settlement transaction. You can also show additional transactions that are related to the selected transaction.

    1. Select Accounts receivable > All customers.
    2. Select a customer that has transactions, and then, on the Action Pane, on the Customer tab, select Transactions.
    3. Select a transaction to research, and then, on the Action Pane, select View settlements.

    Hope my answer can help you.

    Regards,

    Charlotte Xu

  • BillurSamdancioglu Profile Picture
    19,703 Most Valuable Professional on at

    Hi, System will not create any settlement transaction if there is not any difference between transactions in the dimension values.

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