Auto-settlement by voucher

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Posted on by Ludmila

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Would it be possible to configure the automatic settlement only for specific transaction types?

When the Customer credit payment is posted, the related credit card Fee transaction should be automatically settled against the payment.
E/g. in the following screenshot we have 2 transactions: Payment and Fee, which should be settled against each other.

Currently, when the Payment gets posted, the system settles against the payment any open Fee transactions found in the system, but we need only the Fee transaction attached to the same voucher.

The Settlement priority is set as follow:

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Nya 29,060 on at

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RE: Auto-settlement by voucher

Hi,

Please submit the issue without ticking it
Ludmila 145 on at

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RE: Auto-settlement by voucher

Hi Nya,

Yes, I have used this option before submitting the question, tried with default or X Months.
Nya 29,060 on at

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RE: Auto-settlement by voucher

Hi,

Have you ticked this option when posting the question?
Ludmila 145 on at

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RE: Auto-settlement by voucher

Hi Leah,

Thank you for the suggestion.

Unfortunatelly I don't have rights for the Dynamics 365 Finance forum.

I have received the following error message when I tried to post the question.

"You do not have the 'pin/prioritize discussions/questions' permission for 'Dynamics 365 Finance Forum' that is required to complete this action."
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Community Member on at

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RE: Auto-settlement by voucher

Hi Ludmila,

You need post the thread to following thread for further help:

Dynamics 365 Finance - Forums, Blogs, Support