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Hi All,Automatic settlement doesn't work with Vendor Invoices and Debit note. The automatic settlement parameter in Accounts payable is already set to yes. It just doesn't work in our Environment. I have already raised a Microsoft ticket - It seems to work in the D365 sandbox environment tested by one of the Microsoft consultants.It also works in AX2012. I don't know what is the issue. Can someone please suggest if there is any parameter or setting that is not allowing the automatic settlement process ? Thanks in advance,
Regards,
Priyanka
Can you please check if the AP parameter for debit notes are selected?
Hi Billur,
Thank you for the quick response.
Could you please attach some screenshot where to set this up ? I can't find it.
First field. Default settlement type for credit notes.
Thank you for the screenshot, but that is to sum-up the credit-notes right ?
I'm looking for the sum-up of only Invoice and respective amount of debit notes, I don't want to disturb the credit notes.
For example :
I have two Invoice
Transaction1: 1000DKK
Transaction2: 500DKK
One debit note : 50DKK
In the Payment proposal the expectation is it should show me two lines 950DKK (1000DKK-50DKK) and 500DKK.
If you understand what I mean ?
Also, feel free to correct if you think otherwise.
Though it is named as credit note but for accounts payable it will be debit note .
Hi Saurabh,
Thank you for the response.
I have indeed tried to select Open transactions in that field mentioned by Billur and created payment proposal, It still doesn't work. It shows all the Invoices and Debit notes as it is as it would work for manual settlement.
If you use payment proposal, this will not work while it is not auto settlement functionality.
To sum up you should use the method of payments and to setup method of payments as total.
In this case, system will sum up all transactions that have the same method of payment.
Auto settle only works once you post the transaction.
So if you want auto settle to work, when you post a debit note, system will auto settle with the first transaction that system founds according to the rules.
Partially you are right.
I have set the automatic settlement parameter to yes in the posting profiles and also in accounts payable parameters.
It works now. :)
Thanks for the help. :)
Perfect. Please verify answer so that everyone can reach help easily.
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