Produce a payment proposal based on invoices financial dimension

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Posted on by ReganMitchell

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Hey guys,

I would like to perform a Payment Proposal for a certain range of invoices that can be identified by a financial dimension used on the invoice coding row. Is it possible to perform such a filter for the proposal?

Cheers,

Regan

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André Arnaud de Cal... 304,711 Super User 2026 Season 1 on at

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Hi Regan,

Can you clarify what exact form/table is referred to when you speak about "invoice coding row"?

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Laurend217 24 on at

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Hi Andre,

I am working with Regan on this and can provide some detail on the tables. The coding values are populated in the vendor tax invoice approval journal, the 'form name' is LedgerJournalTransApprove and 'control name' is LedgerJournalTrans_AccountNum

These values populate the ledger account in the voucher transactions

Is this what you are after regarding the invoice coding row? We enter the data in the invoice coding row, and it populates these fields above.

Thanks for your help,

Lauren

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André Arnaud de Cal... 304,711 Super User 2026 Season 1 on at

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Hi Regan, Lauren,

I haven't seen this requirement before. It is not possible with the standard solution. You can consider a customization on the payment proposal functionality, but it might run much slower as it would need to join some tables to verify the details.

In a customization, for each open vendor transaction, you would need to link the accounting entries, based on the invoice/transaction date and invoice voucher. Then you would be able to add filters during a proposal.

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CU27040933-18 4 on at

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Hello, Thanks for creating this "Produce a payment proposal based on invoices financial dimension" post it's very helpful for us. I got same query but no solution found can you tell me you find some solution if yes please share with me?

I hope someone help me.

Best regard,

ADP Workforce Now

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