web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Settlement is not requ...
Finance | Project Operations, Human Resources, ...
Unanswered

Settlement is not required for posting !

(0) ShareShare
ReportReport
Posted on by vinilkumar 318

Hi Friends, I have one challenge on Posting.

As per standard Journal (AP -> journal ->payment Journal), create journal name -> create lines -> settlement -> post.

please see below,

7840.pastedimage1634975712856v1.png

I will create new journal as ('Advance journal'), here no need to settlement, he can do directly post.

Requirement is either normal case I need to do settlement and the post or-else 'Advance Journal' case I need to do directly post (not required settlement).

looks like, either I need to write code on 'while posting' or-else write init method on form. currently I am using AX 2012 R3.

please suggest me, how to do this.

Reagrds,

Vinilkumar.

I have the same question (0)
  • ZvikaR Profile Picture
    ZvikaR 170 on at

    The form in your question is used to record AP journal invoices.

    What are you trying to settle that invoice against?

    Asking since it's not a "standard" process to settle an AP invoice when you just record it.

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Vinilkumar,

    Can you please elaborate and provide more information on the business process and the pain point.

    To me this is not very clear from the information provided.

    Many thanks,

    Ludwig

  • vinilkumar Profile Picture
    vinilkumar 318 on at

    As per client request, My requirement is need to post with out settlement (one journal only).

    Remaining all journals (except first case), settlement (he adjust the debit and credit etc..) must and then post the journal.

    what I understood, first case only with out settlement (means visible no) via x++ code.

    rest of the think same (users must to do the settlement).

    Note: first case (I need to restrict to the users because client don't want settlement) means they post directly with out settlement.

    Regards,

    Vinilkumar.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Abhilash Warrier Profile Picture

Abhilash Warrier 669 Super User 2025 Season 2

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 471 Super User 2025 Season 2

#3
Martin Dráb Profile Picture

Martin Dráb 423 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans