Hi Team
My client has cancelled a customer payment but then they found the settlement date of the cancellation was wrong. Now they want to reverse the cancellation OR change the settlement date of the cancellation...Can you advice how to do this?
Steps:
1) Create and post a Customer payment.
2) Cancel the Customer payment from Customer transactions> Reverse> Cancel payment
Problems:
Any idea is highly appreciated!
Thanks,
Haruka
Thank you BillurSamdancioglu. Unfortunately I followed the instruction and found the button is grayed out.
But I also found this article: community.dynamics.com/.../undo-a-reversed-vendor-transaction
This is the case of vendor transactions but Ludwig says the manual correction is needed if the button is grayed out. We will do so then.
Can you please check and try the steps in the link.
Thanks for your reply! Where is the option to reverse the reversed transaction available? I checked Customer Transactions> Ribbon: Reverse but all the options are grayed out there.
Hi,
You can not undo settlement for the reversed transactions but you can reverse the reversed transaction :)
Hi Charlotte X
Thanks for your reply. The Settle Transactions menu shows only the open transactions in my environment. In my scenario, my target transactions has already been closed with a reversing entry so they are not available in the Settle Transactions. Also they do not appear in the Undo Settlement screen probably because they were reversed. Are you able to see the closed transactions on your end?
Hi Haruka Matsumoto,
You can reverse settlements for customers through Accounts receivable > Customers > All customers.
Select a customer or vendor account whose closed transactions you are reversing.
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