Settlement is not required for posting !

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Posted on by vinilkumar

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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.

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vinilkumar 318 on at

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RE: Settlement is not required for posting !

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.
Ludwig Reinhard Microsoft Employee on at

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RE: Settlement is not required for posting !

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
ZvikaR 136 on at

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RE: Settlement is not required for posting !

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.