Determine what invoices are in a payment proposal

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Posted on by Community Member

Hi All!

I'm new to the forum, I'm trying to determine if I'm able to determining what invoices have already been included in a payment proposal from the "Open Invoice" Screen. I imagine it is something I will have to add in personalization to see the appropriate field, but I'm having a hard time determining which field. I'm pretty sure this should be consistent across the board, but for us "Open Invoices" are those invoices that have gong through a workflow and been approved for payment. Invoices that have been included in a payment proposal also show here until the payment journal is fully approved and posted, that is why I need to be able to make the designation. Any help is appreciated!

Thanks,

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Ludwig Reinhard Microsoft Employee on at

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Hi chicagoshopper81,

Why do you need this information in the open invoice screen? (Can you specify the exact screen you refer to here?)

In the open transaction settlement form you can identify them by the red checkmark. Isn't that sufficient?

Best regards,

Ludwig

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Community Member on at

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So we are a larger entity, there can be anywhere from 200 to 2500 invoices there at a time. That would mean I'd have to open each item individually to see that.

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Pranav Kumar on at

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Agreed with Ludwig. Beside that, if an Invoice has already been selected in a payment proposal, the same will cannot be selected in another payment proposal. System keeps track of that (the red flag Ludwig mentioned).

Thanks,

Pranav

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Khaled Alloud 3,658 on at

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Can you please verify of the question is solved to update the community status, if no explain more please.

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Ludwig Reinhard Microsoft Employee on at

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Hi chicagoshopper81,

Many thanks for your feedback. I would say that this is not possible in the standard application without making a system modification. Even if you think about a system modification you can possibly only put a flag that a transaction is included in a payment journal but you can probably not put the payment journal number because one transaction can be included in multiple payment journals if you make partial payments.

Best regards,

Ludwig

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