web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Small and medium business | Business Central, N...
Answered

Unposted applied document search

(0) ShareShare
ReportReport
Posted on by 25

I am trying to clear up some payments and invoices that somehow didn't apply the remaining balance to the auto sweep function (I'm talking small amounts, $.02 etc). So that's frustrating in and of itself, but I digress. However it appears that I have an open journal somewhere that is applied to the invoice and/or payment already, and when I open a new journal to apply it already has a document in the application area, but obviously it isn't posted. How can I locate the unposted applied ledger/documents? Is there a table for these "in progress" applications?

Thank you!

I have the same question (0)
  • Suggested answer
    JAngle Profile Picture
    121 on at
    RE: Unposted applied document search

    Open the customer ledger entries page. Use the ? symbol in the top right to open the help section and choose help & support. From that page open the page inspection tool. Choose view table. Once done add filters to the “Open” field as “yes” and then to the “Applies-to ID” with the filter “<>’’”. Any of the entries which have a value here will show you any manually applied entries with a user ID or journal document numbers. Hopefully you have defined number series for specific batches. If not then a case of opening the journal line table and filtering for the numbers you have from the customer ledger entry table

  • cordial5768 Profile Picture
    25 on at
    RE: Unposted applied document search

    Thank you! It took a little trial and error because the two parameters still listed all of my open transactions. I had to also add the "Remaining Amount" field and set to <>0 but after that it showed me the suspended applications. I clicked on "Apply Entries" and then did nothing else but close the window and the transactions cleared out. Perfect!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
Rishabh Kanaskar Profile Picture

Rishabh Kanaskar 3,808

#2
Sumit Singh Profile Picture

Sumit Singh 2,554

#3
Nimsara Jayathilaka. Profile Picture

Nimsara Jayathilaka. 2,140

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans