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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / AR Auto-Settlement fo...
Finance | Project Operations, Human Resources, ...
Suggested answer

AR Auto-Settlement for existing invoices and exiting payment

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Posted on by AR Auto Settlement 5

Hi team, 

in AX 2012 R3, we configure Auto-Settlement functionality in the parameter screen,

It is working fine , only when creating new payment, which is applied automatically on old invoices, 

But we want old receipts ( which created before we activate this function ) to be applied automatically on old invoices, Is there a way to do this? 

Thanks & BR 

I have the same question (0)
  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: AR Auto-Settlement for existing invoices and exiting payment

    Hi AR Auto Settlement,

    I don't fully understand the last part of your question with the old receipts.

    Can you provide a simplified example?

    Best regards,

    Ludwig

  • Suggested answer
    inadir Profile Picture
    inadir 400 on at
    RE: AR Auto-Settlement for existing invoices and exiting payment

    Hi,

    when you activate the auto settlement, it will be just for the new transactions...

    You can explore Use priority for automatic settlements screen to see if you can do it for the old transaction...

    Thanks

    Ismail

  • Suggested answer
    Junaid Idrees Profile Picture
    Junaid Idrees on at
    RE: AR Auto-Settlement for existing invoices and exiting payment

    Hi AR Auto Settlement,

    For old customers receipts/payments which are already posted, you need to do manual settlement with respective invoices or try from DIXF but it would be tricky.

    I'm also doing the same at one of my client as we have posted thousands of legacy customer receipts.

  • AR Auto Settlement Profile Picture
    AR Auto Settlement 5 on at
    RE: AR Auto-Settlement for existing invoices and exiting payment

    Hi Dr. Ludwig,

    before configure auto-settlement in AR, As example;

    we have 100 receipts & 500 Invoices,

    After we configure this option, nothing happen for these  100 receipts & 500 Invoices,

    But when we create new receipts , it is applied automatically on old invoices,

    What we want; i want solution to apply 100 receipts on these 500 Invoices,

    Thanks & BR

  • Suggested answer
    AR Auto Settlement Profile Picture
    AR Auto Settlement 5 on at
    RE: AR Auto-Settlement for existing invoices and exiting payment

    Much Appreciated man,

  • AR Auto Settlement Profile Picture
    AR Auto Settlement 5 on at
    RE: AR Auto-Settlement for existing invoices and exiting payment

    Hi Ismail, we already do it, but didn't affect old invoices,

  • Suggested answer
    Junaid Idrees Profile Picture
    Junaid Idrees on at
    RE: AR Auto-Settlement for existing invoices and exiting payment

    Hi AR Auto Settlement,

    As i suggested the only way i see is manual settlement of old receipts with corresponding invoices. From your invoice count as you mentioned above there could be multiple invoices against single payment.

  • Junaid Idrees Profile Picture
    Junaid Idrees on at
    RE: AR Auto-Settlement for existing invoices and exiting payment

    Hi Hi AR Auto Settlement,

    Just to follow up, did you able to come to any conclusion or do you need further help/clarification from community.

    If nothing else is needed then please be so kind and verify the answer to help others.

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