Share
Reporthello,
good morning...
I want ask, can we make a deposit payment without making a purchase order?
thankyou..
You’re offline. This is a read only version of the page.
5
hello,
good morning...
I want ask, can we make a deposit payment without making a purchase order?
thankyou..
Wow, thanks for your explanation, it was very helpful
Without prepayment Invoice
If you need to accept an advance payment without a PO or an Invoice, you can do it in the payment journal, post the payment without applying. You can later apply that payment to the respective invoice, once the invoice is created in the system.
Vendor will have a debit balance, because of the advance payment until you create the invoice for them.
Creating the prepayment invoice manually.
If you need to create a prepayment invoice without a purchase order, you would have to manually create an invoice in the system, by selecting the prepayment account, and then you can post the payment (deposit) against that invoice.
Later when you create the actual invoice, you'll have to manually add the prepayment account to the invoice lines and deduct the deposit amount by adding it as a negative value.
Simply what you're doing is creating the prepayment process manually, because you didn't had a PO to create the prepayment invoice at the point of receiving the deposit.
These two links show what is happening as standard:
docs.microsoft.com/.../finance-how-to-create-prepayment-invoices
community.dynamics.com/.../751074
Something to try out as another option. Post a vendor invoice with a journal. Change the payment method to one that balances with s bank account. This way the bank ledger entry is created and applied to the invoice straight away. This loosely reflects the scenario but keeps it out of the payment journal.
The prepayment actions aren't available in other purchase based pages.
#1
YUN ZHU
499
Super User 2025 Season 1
#2
Sagar Dangar, MCP
373
#3
Mansi Soni
327
All responses (
Answers (
