Mark by priority

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Hi All,

When am clicking on mark by priority, it's showing no qualified transactions exist, so no transactions were marked is there any solution can anyone help on this.

Thanks in advance.

Regards,

Younus.

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Khaled Alloud 3,658 on at

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What are you trying to do exactly? what form are you in?

If you are talking about payment settlements then have you setup the automatic settlement setup.

thanks,

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Galyna Fedorova 3,566 on at

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Hi Mohammed Younus,

If you are using Mark by priority button on the Enter customer payments form (it's just a guess), then you might not have debit customer transactions for this customer. Could you please provide the screenshot?

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Community Member on at

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Hi Galyna Fedorova,

I wanted to know the impact by clicking mark by priority and update button facility.

Thanks in advance.

Regards,

younus

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Community Member on at

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Hi Kaled,

I wanted to know the impact by clicking mark by priority and update button facility.

Thanks in advance.

Regards,

younus

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Khaled Alloud 3,658 on at

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Please check this:

(https://technet.microsoft.com/en-us/library/aa498639.aspx)

(technet.microsoft.com/.../hh208717.aspx

Thanks,

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Galyna Fedorova 3,566 on at

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If you configured Settlement by priority (in the Account receivable parameters), Mark by priority button would become available.

Clicking on this button in the Enter customer payment form, you allow AX to identify with what debit transactions you would like to mark your payment amount.

For instance, you have the list of open transactions for which you would like to pay, and you have set Settlement priority as the next:

Transaction amount – Descending

Voucher – Ascending

As the result, all your open transactions will be sorted by Transaction amount in Descending order and then by Voucher in Ascending order. Then AX will mark transactions one by one, until covers payment amount (Mark flag will be set). Once you post that journal, settlement will be done for the marked transactions.

Additional details can be found here:

gfeaxblog.wordpress.com/.../automatic-settlement

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