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is there a way to get the financial dimension values from the Invoice when doing a payment settlement?

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Posted on by 14,849

Dear 

i am trying to find a way where i can get the financial dimension values from the vendor (or customer ) invoice when doing a payment so that the settlement will be to the correct financial dimensions ?

is there any way to do this ?

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,391 Super User 2024 Season 2 on at
    RE: is there a way to get the financial dimension values from the Invoice when doing a payment settlement?

    Hi Silvano,

    When you do a settlement (e.g. payment posting), the system will automatically create additional ledger entries to zero out balances on dimension level. Only disadvantage here is that you will get additional accounting entries and the dimensions are not visible on the customer or vendor payment transaction itself.

  • RE: is there a way to get the financial dimension values from the Invoice when doing a payment settlement?

    You can use posting definitions for this if you want. That works.

  • Sukrut Parab Profile Picture
    Sukrut Parab 71,656 Moderator on at
    RE: is there a way to get the financial dimension values from the Invoice when doing a payment settlement?

    I think its a customization to copy dimensions from vendor or customer invoice  on the payment Journals. Again for multiple invoices  you can settle in a single line in journal  how you are going to handle that scenario ?

  • Abdo Khoury Profile Picture
    Abdo Khoury 14,849 on at
    RE: is there a way to get the financial dimension values from the Invoice when doing a payment settlement?

    That is true, is there a way?

  • Sukrut Parab Profile Picture
    Sukrut Parab 71,656 Moderator on at
    RE: is there a way to get the financial dimension values from the Invoice when doing a payment settlement?

    Do you want financial dimensions on the payment journal  to be copied from vendor or customer invoice?

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