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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / auto allocation of cus...
Supply chain | Supply Chain Management, Commerce
Suggested Answer

auto allocation of customer payment journal

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Posted on by vishal.sai.b 72

is it possible to auto allocate the multiple invoice in customer payment journal through auto allocation 

We are trying to settle multiple lines in Multiple invoice

2018.PIC2.png

but whenever we select multiple line, settle transaction option is disabled

I have the same question (0)
  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 20,430 Most Valuable Professional on at

    Hi,

    What do you mean by allocation?

    Do you want to summarize by one line?

    If so you need to use the method of payments.

  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,803 Most Valuable Professional on at

    Are you saying Auto settlement of Invoices rather than selecting Invoices to settle? if so you can check the auto settlement option

    pastedimage1675436192027v1.png

  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 20,430 Most Valuable Professional on at

    Also if you do not use method of payments and payment proposal, you may select and settle more than one invoice from settle transaction.

  • vishal.sai.b Profile Picture
    vishal.sai.b 72 on at

    thanks for the suggestion

  • Suggested answer
    vishal.sai.b Profile Picture
    vishal.sai.b 72 on at

    thank you guys for the suggestions

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