Hi,
I have a user who have selected a method of payment against a vendor in a GL entry. The GL entry is posted and the user wants to make the method of payment empty. This is effecting us everytime we are running a payment proposal.
Should I clear this field from the backend or is there a better way to acheive this.
Hello Hossam,
You can remove the invoice from the payment proposal and your payment journal.
Once that is done, follow the steps mentioned above or ask a colleague with more user rights that can make those changes and save things.
Once this is done, things should show up correctly in the payment proposal and payment journal.
Best regards,
Ludwig
Hi André and everybody,
Thanks for the proposed solutions. Since the entry is posted I can't save the changes. The business issue is that when the users create a payment proposal they select the method of payment in the filter and this entry is coming for payment.
Hi Hossam,
Like Ludwig mentioned, you can change it on the vendor transactions, but only with certain privileges and when the transaction is not settled.
You mentioned that this is a payment posted for a vendor. If so, I do assume that this payment was settling another open vendor transaction. In that case, what is the intention to change it?
Hello Hossam,
Please try the following:
- Open your vendor in the AP module.
- Select "Transactions"
- Identify the transaction posted
- Select the 3rd tab called payment.
- Change the method of payment to the one you would like to have.
- Save the change
Best regards,
Ludwig
Can you go to vendor > Settle transactions . Try removing Method if payment
or remove Method of payment when you run payment proposal
Hi Hossam,
Would you mind sharing the business scenario with us? Why would they want to clear the method of payment?
I mean, you can totally achieve that during posting, but I'm not sure if that's the best idea, specially considering the journal is already posted.
André Arnaud de Cal...
292,160
Super User 2025 Season 1
Martin Dráb
230,962
Most Valuable Professional
nmaenpaa
101,156