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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Undo Vendor/Customer s...
Finance | Project Operations, Human Resources, ...
Answered

Undo Vendor/Customer settlement

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Posted on by Matt Ede 44
There have been previous settlements of vendor transactions, but due to the date used, there were also postings to the gain/loss account. Now I need to undo these settlements, the only issue is that it is for many transactions, almost 1,000. 

Please is there a way to undo settlements in batch or bulk rather than manually?
  • Matt Ede Profile Picture
    Matt Ede 44 on at
    Undo Vendor/Customer settlement
    Thanks for the replies, we will need to build a script for this as the transactions are way too many.
  • Verified answer
    saurabh bharti Profile Picture
    saurabh bharti 15,039 Super User 2024 Season 2 on at
    Undo Vendor/Customer settlement
    Hi,
     
    As mentioned by everyone , Unfortunately you cann't do in bulk, In one of my project We did small customization to have Multiple selection for undo settlements 
  • Verified answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 15,786 Most Valuable Professional on at
    Undo Vendor/Customer settlement
    Hi,
     
    Unfortunately, there is no OOB feature to undo the settlement.
    You need to customize.
  • Verified answer
    Bill Ngo Profile Picture
    Bill Ngo 370 on at
    Undo Vendor/Customer settlement
    Hi Matt,
     
    As Bharath and Frank mentioned, there are no batch process to support this. Especially, undo settlement is supporting single Vendor/customer only. And custom script is also not easy to develop cause related to Mark column.
     
    Please share with me how many Vendors are involved in the undo settlement? and how many number of settlement per vendor? then I will review and let you know how to resolve faster than now. 
     
    Regards,
    Bill
  • Verified answer
    Bharath jain Profile Picture
    Bharath jain 799 on at
    Undo Vendor/Customer settlement
    Hi Matt,
     
    There is no standard option to undo settlement in bulk. You need to build a custom script for the same.
     
    Regards,
    Bharath Jain
  • Verified answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 4,029 Super User 2024 Season 2 on at
    Undo Vendor/Customer settlement
    No, no such batch process exists.  You'd need to have a custom script developed to unsettle in bulk.

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