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Settle customer payment deductions using the matching invoice New feature

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Can someone help me how does this new feature helps business.

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Community member 4 on at

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Settle customer payment deductions using the matching invoice New feature

the setting from this feature won't be visible until you have activated visibility for rebate management (in 10.0.39).

Rebate management>Setup> Rebate management parameters>Feature visibility>activate>yes.

Then you will find a new tab in Accounts receivable>setup>accounts receivable parameters>deductions>general>settle customer payment deductions.

If you require the legacy functionality: set the parameter to "match to open payments". Watch out: by default this is set to the new functionality "match to invoice"!

regards,
Allan

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Kevin Xia Microsoft Employee on at

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Settle customer payment deductions using the matching invoice New feature

Hi,

This feature adds an option that lets you choose to settle customer payment deductions using the invoice selected for each deduction. When you use this option, the system automatically settles deduction transactions using the matching invoice provided an open balance exists for that invoice; otherwise the deduction won't be settled automatically. For more information, check this link: dynamics.fo.

Best regards,

Kevin

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Hana Xue Microsoft Employee on at

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Settle customer payment deductions using the matching invoice New feature

Hi,
You can check out this link which details the Settle customer payment deductions using the matching invoice feature. Additionally, you can get more information from the links in find out more.
https://dynamics.fo/feature/settle-customer-payment-deductions-using-matching-invoice
Best Regards,
Hana

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Judy Microsoft Employee on at

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Settle customer payment deductions using the matching invoice New feature

Hi Sir,

Please check the new feature in the following Document:

The reference Document: https://learn.microsoft.com/en-us/dynamics365/supply-chain/get-started/whats-new-scm-10-0-31

Hope it helps.

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