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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Invoice is not settlin...
Microsoft Dynamics AX (Archived)

Invoice is not settling automatically against payment during posting of payment journal in D365

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Posted on by Guruprasanna 1,064

Hi Experts,

I have enabled the Automatic settlement and I have few open invoice for customer. I have followed the following blog http://shafeaa.blogspot.in/2015/04/deep-inside-dynamics-ax-2012-payment_26.html and posted payment journal for the same customer but i cannot  see any settlement happen, am i missing anything ? 

AutoSettlement.PNG

postedPaymentJournal.PNG

OpenTransaction.PNG

And I have seen that based on the AutoSettle check box they are setting settleVoucher field of the LedgerJournalTrans table to open transaction, Can anyone tell in which class ax is doing auto settlement while posting payment journal ?

Thanks for help

Guru

*This post is locked for comments

  • Guruprasanna Profile Picture
    Guruprasanna 1,064 on at
    RE: Invoice is not settling automatically against payment during posting of payment journal in D365

    Hi Galyna,

    Open customer invoices from the customer transaction screen (AR > All customers > select respective customer > Transactions > select the check box open only). Here in my case there is a local customization which overrides the standard AX auto settlement. because of that settlement was not happening automatically.

    Regards

    Guru

  • Suggested answer
    Galyna Fedorova Profile Picture
    Galyna Fedorova 3,566 on at
    RE: Invoice is not settling automatically against payment during posting of payment journal in D365

    Could you please show us the screenshot where you have open invoice for this customer?  For example, can you see it here Accounts receivable > Customer invoices > Open customer invoices?

  • Guruprasanna Profile Picture
    Guruprasanna 1,064 on at
    RE: Invoice is not settling automatically against payment during posting of payment journal in D365

    Can anyone help me on this ?

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