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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Customer Prepayment am...
Microsoft Dynamics AX (Archived)

Customer Prepayment amount not displayed on Proforma Invoice

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Posted on by DynamicsAXExplorer 431

Hi All, 

I had a sales order created for a customer. Then i had a prepayment from Customer for x Amount. Then I did the payment journal and applied the prepayment to sales order. When I print proforma invoice, i don't see the Prepayment on that report. But when i do the Invoice i can see that prepayment amount on the report. Is there anyway i can see the Prepayment Amount on the Sales Order Proforma Invoice without doing customization? Is there any setup that i need to do? 

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  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi,

    Why do you need proforma invoices?

    What is the underlying business process related to that?

    Do you just want to have a preview of the 'final' invoice or do you need them for other purposes?

    Best regards,

    Ludwig

  • DynamicsAXExplorer Profile Picture
    DynamicsAXExplorer 431 on at

    Yes i need to know if the prepayment is applied to the sales order invoice or not. I don't want to do the invoice and see that it didn't apply the prepayment. I just want to confirm before doing final invoice.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi DynamicsAXExplorer,

    I see. Rather than using the proforma invoice - that you do not seem to use otherwise - I would rather recommend that you are looking for something else and possibly make a small system modification to ensure that available prepayments are deducted. On the AP side there is such a functionality available but not for AR. If you don't make such a modification you always run the risk that customer prepayments made are not deducted.

    Best regards,

    Ludwig

  • Suggested answer
    Hossein.K Profile Picture
    Hossein.K 6,648 on at

    Hi DynamicsAXExplorer,

    In the payment form, you should select sales id to relate payment to SO.

    Do you post Prepayment?

  • DynamicsAXExplorer Profile Picture
    DynamicsAXExplorer 431 on at

    @karimi, When you say payment form , Do you mean Payment Journal?   Where i can select salesId on the Payment journal form?

  • DynamicsAXExplorer Profile Picture
    DynamicsAXExplorer 431 on at

    @Crispin @Dr. Ludwig Reinhard, We don't want to do any customization. So wondering if there is any setup or something that will let us know before doing invoice that its deducting the prepayment amount.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi,

    As far as I am informed, the Eastern European prepayment functionality is different from what is used in other countries. There are some specific Eastern European setups necessary that people might not know.

    On the other hand, the standard functionality does not provide any hint that a prepayment exists and needs to be deducted.

    To make this really a safe and efficient process, I believe that you have to do a slight adjustment as Crispin indicated above.

    Otherwise, you run the risk that complex and time consuming corrections might be required.

    Best regards,

    Ludwig

  • Hossein.K Profile Picture
    Hossein.K 6,648 on at

    Hi ,

    Did you get this issue fixed in the meantime?

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