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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Opening of payment lin...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Opening of payment lines from proposal with Period = Total in the form of payment

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Posted on by vsmg 58

Hello,

 The client has this configuration in Method of payment-Period: TOTAL

pastedimage1612298410453v2.png

But when the journal is generated from the proposal, although the same payment date, payment method and bank account are indicated:
pastedimage1612298990152v5.png
 the lines for the same vendor are still open.
pastedimage1612298896572v4.png

What is needed is that the payment is on a single line, but I have not been able to find what are the criteria that the proposal uses 
to leave the transactions on separate lines. Someone could help me? Is there an option to always leave only one line?
I already appreciate your comments

Valeria
 
I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 305,155 Super User 2026 Season 1 on at

    Hi Valeria,

    Can you check if there are some other fields different, e.g. the dimensions?

    How many vendor transactions are marked for settlement on each of the lines?

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Valeria,

    Your first screenprint shows the method of payment with the name "CARGO DIR".

    In your journal, a different method of payment with the name "NOM SANTA" is used.

    Does the NOM SANTA method of payment has the period parameter set to total as well?

    I would expect that NOM SANTA is setup differently and as a result is responsible why you see that many lines.

    Best regards,

    Ludwig

  • vsmg Profile Picture
    vsmg 58 on at

    Hello Ludwig,

    Sorry for that mistake, but all methods of payments has Period set in Total.

    Best regards,

    Valeria

  • vsmg Profile Picture
    vsmg 58 on at

    Hi André,

    The firs line has 20 transactions marked, the second 1 and the last one 2.

    In the first line de date of transactions is the same 30-10-2020.

    In the second line the date is 24-11-20.

    Inte third line the date of the 2 documents is 01-01-2021 y 04-01-2021.

    The due date in all transactions is different.

    The dimensions are the same in all documents.

    Best regards,

    Valeria

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Valeria,

    Are the lines that are not selected for settlement approved?

    I.e. if you open the transaction and check the approved checkbox is that parameter set or has somebody removed the parameter?

    In addition, do you know if somebody made some changes to the setup of your methods of payments.

    If all of that looks ok, can you provide more details how you created the payment proposal exactly? Providing us with the replication steps and some screenprints would help.

    Best regards,

    Ludwig

  • vsmg Profile Picture
    vsmg 58 on at

    Hi Ludwig, thank you por your help.

    The exercise was made by me, I verified the configuration of the method of payment before generate de proposal. Al the documents are Approved:

    pastedimage1612365985619v1.png

    The proposal parameters I used:

    pastedimage1612366051072v2.png

    Filter:

    pastedimage1612366098174v3.png

    And when de proposal is shown, I used Multiple changes por set this:

    pastedimage1612366547511v5.png

    And also probed with this parameter, but the result is the same:

    pastedimage1612366571398v6.png

    Best regards,

    Valeria

  • BK-11101549-0 Profile Picture
    BK-11101549-0 Microsoft Employee on at

    Hello,

    Have you found a solution for this issue yet?  If not, you may want to look into opening up a support incident to investigate further.

    Thanks.

  • vsmg Profile Picture
    vsmg 58 on at

    Hello Brian,

    I still have the issue. Thanks for the advice.

    Best regards,

    Valeria

  • Community Member Profile Picture
    Community Member on at

    Good Day Valeria, 

    My Customer experiencing same issue - Please post the result of your Support incident with Microsoft.

    Solution details would be most helpful - Thanks in advance, 

    Lee 

  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 15,059 Moderator on at

    I see your minimum payment date and payment dates are different .

    Can you try once with having same Minimum payment date, To date in due date and summarized date while running proposal?

    Also, can you check all the transactions are having same vendor bank account not your company bank account? because system can group based on different vendor bank account as well.

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