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Microsoft Dynamics SL (Archived)

How to enter invoice balance carried over from a different system to Dynamics SL 7.0

Posted on by 265

How to  transition from a different system to Dynamics SL 7.0 seamlessly? How to deal with the invoice balances left in the old system? Shall I create a debit memo? Shall I enter balance on the Customer Maintenance Screen (seems the Past Due field is disabled even if I turn on the Initialize Mode)?

What I need is I want the balances carried over from the old system to be shown as Balance Brought Forward in the first statement. So far I'm not able to achieve that.

Thanks for any help.

Kai

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  • Toni Savage Profile Picture
    Toni Savage 260 on at
    Re: How to enter invoice balance carried over from a different system to Dynamics SL 7.0

    Assuming they want to apply specific items in the future, I would just enter an invoice with "Balance Brought Forward" as the description.

    If they always want to have "Balance forward" processing in the future (like a credit card, where the customer just pays the balance), then just bring in an invoice with a date that is old, and run the Close statement cycle process.

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