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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / remove settlement
Microsoft Dynamics AX (Archived)

remove settlement

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Posted on by shelpaya 406

Hi All, 

on the purchase ledger module, i create a wrong settlement and reverse the payment but it still appear on the closed transaction so,

I want to remove settlement from vendor transaction, how can I do this.

Best Regards.

*This post is locked for comments

  • shelpaya Profile Picture
    shelpaya 406 on at
    RE: remove settlement

    thank you so much sir , the issue has been resolved.

    Best Regards.

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: remove settlement

    Hi,

    Here are some screenshots that hopefully clarify the issue.

    Best regards,

    Ludwig

    pvi1.png

    pvi2.png

  • shelpaya Profile Picture
    shelpaya 406 on at
    RE: remove settlement

    sorry i did not get you .. how can i update the record ? after select the payment & invoice .

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: remove settlement

    Hi Mohamed Shelpaya,

    Open the vendor record and then find the 'closed transaction editing' button.

    Once you found it and open the form, identify the payment, which will automatically select the invoice and the payment and then update the record, which will reverse the settlement that you have done before.

    Best regards,

    Ludwig

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