Payment does not appear in the "Settle transactions screen" after make "Undo settlement"

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Posted on by CU03061204-0

I send payments via Body, for example, the payment "PayAmount": 15.30, arrives correctly with an automatic post and it's good until..... The problem I have is when I work on the payment from the "Undo settlement" screen, the process is done correctly and the value returns to the invoice value correctly.... The problem I have is that the financial payment "PayAmount": 15.30, does not appear in the "Settle transactions screen" for the selected customer as in the picture

"PayAmount": 15.30, does not appear in the (Settle transactions screen) after make (Undo settlement) for the selected customer as in the picture......Why

???

Please help as much as you can

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Dynamics 365 general

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CA Neeraj Kumar 4,936 on at

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Payment does not appear in the "Settle transactions screen" after make "Undo settlement"

Hi,

Please check whether approved boolean is ticked for your particular customer transaction or not (after inserting column)

Regards,

Neeraj Kumar

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CU03061204-0 81 on at

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Payment does not appear in the "Settle transactions screen" after make "Undo settlement"

🔧 Fix for Customer Payment Not Appearing in “Settle transactions” After Undo Settlement (X++)

When you create and post a customer payment journal programmatically in X++, you may notice that after performing Undo settlement, the payment doesn’t appear again in the Settle transactions form — even though posting and settlement work correctly.

This happens because the related record in CustTrans is created with APPROVED = 0 and a TRANSTYPE value that’s not recognized as “Payment.” As a result, the system doesn’t treat it as an eligible payment for settlement.

✅ Solution:

After posting the payment journal, update the corresponding CustTrans records to match the behavior of manually created payments:

APPROVED = 1

INVOICE = '' (blank)

TRANSTYPE = Payment (or numeric value 15)

This ensures the payment is displayed correctly in the Settle transactions form, just like a manual payment.

You can do this using a simple select forupdate query on CustTrans right after posting, and then update those fields.

Note: The APPROVER field is only informational (used in workflow approval scenarios) and does not affect settlement behavior — it can safely remain 0.

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