Microsoft Dynamics NAV (Archived)

Vendor Ledger Entry - Filter based on external document no to see payments and invoices together

Like (2) Share

Report

Posted on 30 Sep 2019 15:57:00 by yoheswaran

231

Hi I am new to nav , so plz suggest me answers

I want to check the payment and invoices for a vendor in vendor ledger entry by filtering one common column , i want to see the payment and invoice based

external document no entered in payment journal.

Ex: payment 10000 USD made for a vendor 1000 and it was applied to 4 invoices 1,2,3,4.

I gave the external document no in payment journal as 1000-4.

Now i want to filter the payments and invoice by filtering the external no in vendor ledger entry as 1000-4. So system has to show the both payments and invoices in a single window.

Please suggest the solution.

Thanks in advance.

*This post is locked for comments

All responses (5)

Answers (0)

yoheswaran 231 on 03 Oct 2019 at 06:52:40

Like (0)

Report

RE: Vendor Ledger Entry - Filter based on external document no to see payments and invoices together

Thanks for the response,

instead of click the action by doing some coding can we show those invoices below the payment?
yoheswaran 231 on 03 Oct 2019 at 05:31:39

Like (0)

Report

RE: Vendor Ledger Entry - Filter based on external document no to see payments and invoices together

Thanks for the response they just asking one field which is placed in invoice and payment and the field has the same value , so by using the single field they can filter the payment and its invoices
Suggested answer

azelaya59 2,807 on 01 Oct 2019 at 14:41:43

Like (0)

Report

RE: Vendor Ledger Entry - Filter based on external document no to see payments and invoices together

Ok you either have to use the same External Document No or apply the payment to the invoice. Right now the invoice is past due because no payment has been applied to it. Once you apply the payment, then you can look at the "Applied Entry" on the ribbon:

It will show bot entries are related and applied to each other even though the External Document No. are different

Good Luck!
yoheswaran 231 on 01 Oct 2019 at 08:57:10

Like (0)

Report

RE: Vendor Ledger Entry - Filter based on external document no to see payments and invoices together

I tried but they entered different external document no , i need to show the both payment and invoices for a particular vendor in vendor ledger entries with external document no it want to be same so we can see the payment and its invoice below

Instead of giving two filter i need to filter the payment and its invoice with one filter. how we want to do like
Suggested answer

azelaya59 2,807 on 30 Sep 2019 at 20:04:12

Like (0)

Report

RE: Vendor Ledger Entry - Filter based on external document no to see payments and invoices together

Go to the Vendor Ledger Entries, add the column "External Document No.". Go to the Filter box, change the sort selection to External Document No, put in 1000-4 and look at the return.