PAYMENT SETTLEMENT

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Posted on by Vinay Raman

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Hi All,

Please see below screenshot. Account #62259 will not allow the credit (7028464) to be offset against the open invoice (3187093) stating that transaction has been ‘marked for settlement by another user.’ 7002.a.png

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MATTGUO 22,306 on at

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RE: PAYMENT SETTLEMENT

Hi Vinay,

Click inquiry > specifications in settlement form, and you will find which transaction has be marked.
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SouravDam 11,721 on at

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RE: PAYMENT SETTLEMENT

Hi Vinay Raman ,

You are getting error in AP or AR?

If vendor, then go to the vendor master and select that vendor. Then click on settle transactions option. You will possibly see the list of all transactions which need to be settled. Also, you will find the line which will be ticked in the 'Mark' check box. You have to remove that tick mark to make it available for selection again in the settlement area.

Similarly for customer, you have to follow the same process.

However, as the screen shot you have shared is from AX 2009 version; therefore, appreciate if you kindly share the screen shot of the settle transactions form to see the details there. You may also need to click on Inquiry > specification in this form. But that can be discussed further if you kindly share the screen shot of settled transactions form.

Best regards,
Sourav Dam

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