Microsoft Dynamics AX (Archived)

Amount Advance Payment deducted Invoice Amount

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Posted on by benjamin84

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Dear All,

in our company, we have policy like this.

when we receive advance payment from our customer, we create payment journal with type advance ( ticked the prepayment type )

then we settled the advance payment to our sales order.

later ( sometimes in several months later ) we shipped the goods and do invoicing process.

how to make the amount advance payment stated at report invoice/ proforma invoice report.

but we not only want its stated at report only, we want data inside AX has linked/related with those advance payment with those sales order amount/ invoice amount.

Please help.

Thank you

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Ludwig Reinhard Microsoft Employee on at

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Hi benjamin84,

The 'standard' solution is to select the prepayment made in the settle open transactions form / button that you can find in the sales order invoice tab.

This will include and deduct the prepayment amount in the invoice document.

Best regards,

Ludwig

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benjamin84 2,075 on at

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Hi Ludwig,

Let me simulate this first and will update again this thread later.

Danke.

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Mahmoud Hakim 17,887 on at

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I make the same requirements before.

To view the prepayment in your report,you need some customization

To link the prepayment with sales order

You can check this link community.dynamics.com/.../how-to-link-prepayment-with-sales-order-in-dynamic-365

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benjamin84 2,075 on at

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Hi Mahmoud,

let me check, study and test this first.

Appreciate.

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JII SAADUDDIN 1,832 on at

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after you can add on PO table, you can add below input to pre-payment

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benjamin84 2,075 on at

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Hi ninjii,

I refer to Sales Order, not Purchase Order,

but thank you for your help either.

Appreciate.

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benjamin84 2,075 on at

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Danke Ludwig,

Appreciate.

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benjamin84 2,075 on at

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Thank you Mahmoud,

appreciate.

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