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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Payments to be priorit...
Microsoft Dynamics AX (Archived)

Payments to be prioritized

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Posted on by Community Member Microsoft Employee

Hi All,

Can anyone worked on this, payments to be prioritized as low, medium and high urgency for vendors and customers in Ax and we can call this as automatic settlement in Ax.  Accounts receivable parameters > settlement > automatic  settlement and prioritize settlement and manage priority, on this things need some clarifications on this like, what are the usage and, by doing what will be the advantage.

Thanks in advance.  

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  • Khaled Alloud Profile Picture
    Khaled Alloud 3,658 on at
    RE: Payments to be prioritized

    Dear,

    This depends on the automatic settlement setup that you make, the system will apply the Payment to invoices as per priority set.

    Now if you are talking about a new customization, you can also manage that in your new design. However in standard AX if you want to pay a single invoice, just select the particular invoice when adding the payment.

    Thank you,

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Payments to be prioritized

    Dear Kaled,

    Can't we pay single invoice instead of bulk invoice.

    Thanks in advance,

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Payments to be prioritized

    Dear Kaled,

    Thanks for the reply, as you say the customization should be done in priority.

    Thanks

  • Khaled Alloud Profile Picture
    Khaled Alloud 3,658 on at
    RE: Payments to be prioritized

    Dear Mohammed,

    For clarification, the usage for this functionality is telling the system how to handle a bulk payment from a customer so that when a payment is made the system would know what invoices and in which order to close.

    If you want to add a priority flag to the invoices other than the attributes available in AX then you need to go for further customization.

    Thank you,

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Payments to be prioritized

    Hi John,

    Thanks for the reply, gone through the link which you shared already but am unable to see an impact. And i wanted to know the impact? as per the link yes impact will be like it as you shared,  while doing parallel am not seeing any impact. can you suggest on this?

    Thanks in advance.

    Regards,

    Younus

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