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Hi,
I would like to know if there is a possibility to automatically settle transactions on Vendor level, I will explain this below:
For every employee who has a creditcard we’ve created a vendor account in Axapta (Microsoft Dynamics). The amount that’s paid with the creditcard gets automatically transferred to the vendor account. When the creditcard user makes a declaration with a receipt in Rydoo(sub-system) we’re able to process the transaction that’s paid with the creditcard. The transaction will charged to the correct P&L account. So after processing the declaration we have 2 transactions on vendor level: (1st Payment of the amount and 2nd Cost charge) which we need to settle to get a good few of the outstanding payments that aren’t processed in Rydoo.
Do you know if there is an option in Axapta (Microsoft dynamics) to automatically settle the vouchers of a vendor account?
Suppose there are two vouchers in vendor transaction GLM11027574 with GLM11027570. can it be settled aumatically
Kindly help.
Regards
Shreya
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Hello Shreya,
I have seen customizations and 3rd party solutions that are able to make those settlements. Yet, there is to my knowledge nothing available out of the box that would allow you to achieve what you plan to do.
Best regards,
Ludwig
2009 is very old system and don't have any way to see it but as far as I know there is no standard process which is going to do automatic settlement for you as you want. You need some custom logic in your scenario to settle transacton with each other
Hi Shreya,
I don't have AX 2009 version available with me.
Can you please check whether in Vendor posting profile form, is there any such option available as shown below. Screen shot taken from D365. for your understanding.
In addition to that, you can also check in Accounts payable parameter form whether you are getting below option or not. If available then set it active.
Best regards,
Sourav Dam
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