web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / marked Transactions in...
Microsoft Dynamics AX (Archived)

marked Transactions in mask "Settle open Transactions"

(0) ShareShare
ReportReport
Posted on by Community Member

Hello everyone,

I have a General question:

when I open the mask "Settle open Transactions"e.g.for changing the due date (via AR-->Customer invoices-->Open customer invoices) I noticed that Transactions are automatically marked (sometimes even several Transactions, not belonging to the transaction,from where I open this mask).

Problem is, if someone else is processing these open transactions at this time(settling),they will be shown as "locked" through other user. Or, I have to manually remove the marking, while I am in this mask.

Is there some logic behind that? I would expect that no marking should be done automatically here, but only by user himself.

Thank you und Kind regards,

Jolyon

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Jolyon,

    If the transactions are already marked at the time you open the form then I would suspect that they have been selected for settlement in a different form, such as the settlement form in an open but unposted payment journal.

    Do you have some open/unposted payment journals that might be responsible for what you see?

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Hello Ludwig, thank you for the answer.

    There are actually no open payment Journals with these Transactions. Moreover, I noticed, that if I go through open Transactions of some customer(AR-->Customer invoices-->Open customer invoices) and open the mask"Settle open Transactions", the  number of marked Transactions will be incremented respectively.

    I think this is a bug. And in Contoso AX System it works in the same way.

    Regards,

    Jolyon

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Jolyon,

    Can you share a screenprint that illustrates the issue?

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    H2311.2.png"/api/data/v9.1/msdyn_richtextfiles(7AB5186C-71AE-4631-AC15-537D8485CE20)/msdyn_imageblob/$value?size=full">

    When I step to the next Transactions, they will be  marked also(additionally to existing ones):

    Best regards,

    Jolyon

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Jolyon,

    When you close and open the form again do you see a small window that asks you whether the marked transactions should be removed?

    If you see it, can you confirm it and reopen the form?

    Do you see the same behavior if you use a different demo/test system?

    I believe that what you see might be the result of a modification or bug.

    So, please try to double check in a different system to verify the outcome.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Hi Ludwig,

    if I am acting from AR->Open customer invoices  form, there is no small window that asks, whether the marked transactions should be removed.

    But if I go to a customer-->Collect-->Settle open Transactions, I get this small window and can remove the marking:

    05732.3.png

    Strange thing is, when I go back to AR->Open customer invoices-->Settle open Transactions, the marked Transactions are there again.

    I tested that in several Systems  - with the same Output.

    What consequences would it have, If we develop the mask (AR->Open customer invoices-->Settle open Transactions) in such a way, that there should be no marking at all each time you open it?

    Or should it be reported to Microsoft?

    Thank you for the help!

    Regards,

    Jolyon

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
Priya_K Profile Picture

Priya_K 4

#1
Martin Dráb Profile Picture

Martin Dráb 4 Most Valuable Professional

#3
Ali Zaidi Profile Picture

Ali Zaidi 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans