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Accounts receivable Prepayment functionality

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Posted on by Liana

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Hello,

I am using version 10.0.18, Update 42, D365 Finance and Operation. I want to use the Prepayment option for a sales order but unfortunatelly does`nt work.

Enclose my setup:

1. Customer posting profile

2. Accounts receivable parameters

3. Create a new sales order

4. Create a Customer payment journal

After posting the customer payment journal I expect to see the Prepayment on the sales order but unfortunatelly the Prepayment button is not active.

Can you help me please and tell me what I´m doing wrong.

Thank you for your help

Liana

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OsmanIstanbul 2,818 on at

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Hi,

please check community.dynamics.com/.../view-prepayment-information-in-sales-order out.

Regards.

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Ludwig Reinhard Microsoft Employee on at

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Hello Liana,

You are right. The reason for that is that this prepayment feature was deprecated for non retail related implementations. What you can do is apply the prepayment at the time you post the SO invoice and thereby make the deduction of the amount prepaid.

Best regards,

Ludwig

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saurabh bharti 15,039 Moderator on at

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HI,

you can read here

https://exploredynamics365.home.blog/2020/09/12/vendor-customer-advance-payments-in-microsoft-dynamics-365-finance-and-operations/

Looks like you missed specifying SO number in payment journal.

Also, settlement can not happen automatically, you have to select at the time of invoice from open settle transaction.

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Sheela Ningappa on at

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Hi,

You may also want to refer this link- How to mark a prepayment to a Sales order - Microsoft Dynamics AX Forum Community Forum

Thanks,

Sheela

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Bharath jain 1,443 Super User 2025 Season 2 on at

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Hi,

As Ludwig suggested this option is disabled.

Follow the below steps to apply prepayment for sales order.

1) First post a customer payment journal and mark it as prepayment.

2) Create a sales order, go to the invoice tab and click "settle open transaction", here select the prepayment entry.

once the above steps are completed, prepayment will be adjusted to sales order.

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