Best way to shortcut a user from a Purchase Order to Apply Vendor Entries page?

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Posted on by Community Member

I am trying to add an action to Purchase Orders to allow our accountant to quickly access the Apply Vendor Entries page.

By default, we access this page by navigating from the Purchase Order to the related Vendor > Vendor Statistics > Balance > Apply Entries, where we are presented the below view.

This works fine, but is very clunky to navigate too. I'm attempting to add the following action:

    actions
    {
        addlast(processing)
        {
            action(ApplyVendorEntries)
            {
                Caption = 'Apply Entries';
                ApplicationArea = All;
                Image = Receipt;
                RunObject = page "Apply Vendor Entries";
                RunPageLink = "Vendor No." = field("Pay-to Vendor No."), Open = const(true);
            }
        }
    }

This loads the correct page, and seems to be filtered correctly, however as you can see from the below the header information is missing.

Once rendered, I am unable to leave the page and receive the error The Vendor Ledger Entry does not exist. Identification fields and values: Entry No.='0'

Can anyone offer insight into why this is happening? Is there a better way to open the Apply Vendor Entries page from the Purchase Order record? Or is there additional information I need to pass to RunObject() to ensure the header is populated?

Thanks!

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Dallefeld 211 User Group Leader on at

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My concern about opening Vendor Ledger from the Purchase Order is that purchase orders may no longer exist for some vendor ledger entries.

The Apply Entries screen is designed for you to choose one vendor ledger entry, then choose Apply Entries to pick the entries you want to apply to the one vendor ledger originally chosen.

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Inge M. Bruvik 1,111 Moderator on at

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In addition to what Kim already wrote i wonder what business case that requires to be able to apply a vendor ledger entry to an unposted purchaser order?

If we are talking about pre-payments there are designed processes for that case.

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Community Member on at

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Inge - Yes, the need is to prepay an invoice before items are received. We were told that the solution is to use the payment journal, then later when the purchase order has been completely received to use the Apply Vendor Entries page to reconcile the previous payment with the open invoice.

Do you have an alternate solution?

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Community Member on at

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Hi Kim -

That makes sense, however we need to prepay an invoice before items are received. We were told that the solution is to use the payment journal, then later when the purchase order has been completely received to use the Apply Vendor Entries page to reconcile the previous payment with the open invoice.

Do you have an alternate solution?

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MahGah 15,529 on at

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Hi

We always used the following process and had no issue so far. Maybe you can test this.

dynamics.tensoft.com/.../

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Inge M. Bruvik 1,111 Moderator on at

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Here is the Microsoft documentation on prepayments.

docs.microsoft.com/.../finance-invoice-prepayments

You should configure your system according to that. And issue an prepayment invoice when you pay your vendor up front. Not post it directly to your payment journal.

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Community Member on at

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Thanks Inge - We have avoided this in the past because of this issue:

"We recommend that you do not use a prepayment percentage of 100 in the following cases:

If you are located in North America. Due to how taxes are calculated, a prepayment percentage of 100 can lead to issues with prepayment invoices."

But we will investigate again.

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