Apply payment schedule on customer transaction

(0) Share

Report

Posted on by DynCost

Hi
A customer transaction has been created/posted e.g. based on a sales order invoice. The transaction was posted with "one" due date (based on terms of payment).

But now I want to change this based on a payment schedule (e.g. 3 rates with own corresponding due dates)

When on the customer transaction selecting settlement, then there is a "Apply payment schedule" (between Show marked and Inquiry), but the issue is, that some times this menuitem i grey (and I cant apply a shedule) and some times blank (and I can then make up/change payment schedule).

Why is it, that some times for open customer transactions, that the "Apply payment schedule" can't be used?

Thanks.

All responses (1)

Answers (0)

Suggested answer

Ludwig Reinhard Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Hi DynCost,

When you select a line do you set the mark parameter checkbox?

If this is set then the button shall become active.

Best regards,

Ludwig