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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Automatically mark cus...
Microsoft Dynamics AX (Archived)

Automatically mark customer invoices for settlement

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Posted on by Ameen1623

Dear all,

Can any one help me how to mark the customer payment settlement automatically in ax 2009..

i want to to settle the invoices against the payment voucher which are already posted..

thanks in advance.

regards,

ameen

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

    Hi ameen,

    in AX2009 you can make use of the automatic settlement functionality available in AR just by activating the parameter in the AR parameter form - settlement section.

    This automatically settles the payments you receive against the oldest open customer invoices.

    Not sure if this is what you are looking for.

    Please test.

    Best regards,

    Ludwig

  • Ameen1623 Profile Picture
    Ameen1623 on at

    thanks for quick reply Mr. Ludwig Reinhard,

      is that work for posted journals also?

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

    Hi Ameen1623,

    You mean that you already recorded the invoice and payment and then want to have them automatically matched/reconciled? Unfortunately, this does not work out of the box in AX2009. You would need to make an adjustment for that.

    Ludwig

  • Ameen1623 Profile Picture
    Ameen1623 on at

    yes i want to match the invoice and payment automatically which are already recorded......

    can any one help me for this scenario... i dont have any idea on this am new to this..

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

    Hi Ameen1623,

    Matching invoices and payment retrospectively can easily get quite complex as you need to define the matching criterias / rules for settling both transaction. There are a number of AX-Partner companies that offer specialised solutions for matching payments and invoices automatically. Probably have a look at MS pinpoint (pinpoint.microsoft.com/en-US)

    All the best,

    Ludwig

  • Suggested answer
    Stephen Bradford Profile Picture
    Stephen Bradford 170 on at

    You will have to do them manually using the Open transaction Editing form

  • Suggested answer
    Ameen1623 Profile Picture
    Ameen1623 on at

    Thank you all for your valuable replies..

    i completed that process through code..

  • Suggested answer
    Iwan Nugroho Profile Picture
    Iwan Nugroho 40 on at

    Hello,

    I just check this article https://gfeaxblog.wordpress.com/2017/04/27/automatic-settlement/ and test in AX2009. Its worked. System can do automatic settlement. in AX2012 and D365 is much more advance that could handle the priority 

    thank you

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