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Clear method of payment against a vendor

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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.

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Clear method of payment against a vendor

    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

  • RE: Clear method of payment against a vendor

    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. 

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,160 Super User 2025 Season 1 on at
    RE: Clear method of payment against a vendor

    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?

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Clear method of payment against a vendor

    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

  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 15,029 Super User 2025 Season 1 on at
    RE: Clear method of payment against a vendor

    Can you go to vendor > Settle transactions . Try removing Method if payment

    or remove Method of payment when you run payment proposal

  • greengrimms Profile Picture
    greengrimms 1,400 on at
    RE: Clear method of payment against a vendor

    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.

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