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Microsoft Dynamics AX (Archived)

what is the meaning of settlement type designated transaction

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Posted on by 858

Hi Experts,

What is the meaning of settlement type designated settlement type.

Could  anyone please explain me

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  • Blue Wang Profile Picture
    Microsoft Employee on at

    Hi Subashini,

    Is this what you are looking for?

    648524.2.PNG

    https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/about-settlement-type-for-credit-notes

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hello subashini,

    Please check the answer provided and let us know if this answered your question by verifying or not verifying the answer.

    Many thanks and best regards,

    Ludwig

  • subashini Profile Picture
    858 on at

    I did not understand

  • André Arnaud de Calavon Profile Picture
    303,730 Super User 2026 Season 1 on at

    Hi Subashini,

    The information provided by Blue Wang gives you an overview of the settlement options. If you have e.g. a payment journal and you mark invoices for settlement, the designated option will be automatically updated. This is for internal coding purposes. Based on the option, the system knows if it needs to settle transactions or not and if it should do it based on the marked settlements or automatically, starting with the oldest open transaction.

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