Is there a way in AX to see what a previous payment was applied to? I want to be able to drill into the payment and see which 'invoices' were cleared because of the payment.
Is there a way in AX to see what a previous payment was applied to? I want to be able to drill into the payment and see which 'invoices' were cleared because of the payment.
Hi ARAssoc,
The payment history and settlement forms that Andre mentioned are probably the easiest forms that show the information you are looking for.
Another alternative are the transactions that are recorded in the bank module. Also there, you can see the invoices that have been settled with a payment. Note: This alternative option works, however, only if you made the payment directly against a bank account and not against a payment bridging account.
Best regards,
Ludwig
Hi ARAssoc,
You can find the history/settlement details from any customer or vendor transaction.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
André Arnaud de Cal... 291,280 Super User 2024 Season 2
Martin Dráb 230,214 Most Valuable Professional
nmaenpaa 101,156