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Hi, we are encountering confusing behavior with settling customer payments when a partial invoice amount is paid.
When we enter the partial payment amount (BEFORE discounting) in the Amount to Settle field, the partial discount amount is calculated correctly and shown in the Cash Discount field, but in the Totals section at the bottom, for Settlement Balance it shows that same partial discount amount. After posting the settlement, the invoice's remaining balance is the shortpaid amount PLUS the partial discount amount.
If we then go back and change the Amount to Settle to that of the partial payment amount AFTER discounting, and make sure the Cash Discount is still the correct partial amount, the Settlement Balance changes to 0. In most recent testing, the invoice's remaining balance was just the shortpaid amount, although I'm pretty sure other times I have seen the invoice's remaining balance to be the PLUS the partial discount amount again.
But if assuming the most recent testing is indicative of typical behavior, the correct Amount to Settle for fully-paid invoices is BEFORE discounting, but for shortpaid invoices is AFTER discounting?
I should note that in accounts receivable parameters, we do have 'Calculate cash discounts for partial payments' set to Yes. Also, in most cases we are settling outside of the invoices' cash discount date, so we set 'Allow cash discount' to Always. More confusing behavior -- whenever we switch the 'Allow cash discount' from Normal to Always, it resets the Amount to Settle to the full amount of the invoice, so we have to go back and re-enter the partial payment amount.
Hi D Papa,
The details you provide are helpful. Can you ask your colleagues or the MS partner to check if you are added as a user on the implementation project? If not, you will not see it in LCS.
Hi Andre Arnaud de Calavon, when I log into LCS with my company login and click the Organization Users tile, there is a list of 19 users including people from the offsite MS partner, our IT staff and others that were in the UAT group, the roles are Admin or Contributor, I am a Contributor. In Dynamics' 'About', the product is licensed is to my company.
Hi D Papa,
As a customer, there should be an implementation project. The customer should own it and a partner might have access for help on the implementation. It might be the case that you are not added as a user to that project. In that case, you can't see it. The 'About' form is in Dynamics 365 itself. Can you check the license details?
The company I work for contracted with an offsite MS partner to provide Dynamics.
When I log into LCS and click my user ID at top-right, my company name is shown, and I am on the list of organization users as a Contributor, but there are no Projects or Incidents. Under 'Help' there is no 'About', just 'Documentation' , 'Community' , 'Submit an idea', 'Blog', 'Report a problem' & 'Learn'.
One of the partner's Admins had us using the DevOps platform to log issues / requests for a while, but has since stopped replying to it. Would my company (or partner) need to have an LCS implentation project setup for us to submit issues directly to MS?
Thanks for the info about the version, I will bring that up with our IT staff.
D Papa
Hi D Papa,
Can you elaborate on "Our D365 is administrated by a 3rd party"? If you login on LCS with the same credentials as you use for the Dynamics 365 application, you should have an own implementation project.
Is this an on-premise environment? If you go to the help button (top-right) and choose 'About'. Can you verify if on the license details your domain is listed?
Also note that the version you mentioned is not supported anymore. You should stay current. You can find out more about the release policies and recent versions here: docs.microsoft.com/.../public-preview-releases
Hello again Ludwig Reinhard, I have confirmed we do not have the latest Dynamics version, and thus surely we do not have all quality updates.
A question about the Lifecycle Services, your link takes me straight to an Issue Search for Finance & Operations; I cannot seem to find a top level page with a list of issues OR how to post a new issue. When I go to Lifecycle Services main page, I only see this:
I tried creating a "Project" but that did not reveal any Issue Search tile.
Thanks,
D Papa
Hello Ludwig Reinhard
I am not sure if we have the latest version:
Installed product version : 10.0.14 (10.0.605.20017)
Installed platform version : Update38 (7.0.5778.41504)
Most likely we do not have all available quality updates. Our D365 is administrated by a 3rd party who have not done much configuration since the first month or so of go-live.
Thanks for the Lifecycle Services link, I was not aware of that page. I would submit the issue there except it's doubtful we will be able to get any fixes applied at this time.
It's good to confirm that it is an issue at least, so we know to workaround, as opposed to our using the form incorrectly.
Hello D Papa,
Are you operating the very latest D365 version and have you installed all available quality updates?
I am asking because there are a number of fixes listed on LCS that seem to be related to your issue.
Please see:
fix.lcs.dynamics.com/.../Results
For one closely related issue, the fix is just in development by MS.
Would recommend testing this process in a demo machine operating the very latest version.
If you can replicate this issue, reach out to the MS support.
Best regards,
Ludwig
Ok, the invoice CIN004198 amount is 8,539.63, and the customer's payment amount (before cash discount) is 7,319.06 (a shortpayment of 1,220.57). When I enter 7,319.06 in Amount to Settle, it shows the correct 3% cash discount of 219.57, but also shows a settlement balance of 219.57. After posting, the invoice CIN004198 balance was 1,440.14:
However when I enter the payment amount AFTER discount 7,099.49 in Amount to Settle, the settlement balance is 0.00, and after posting, the invoice balance is 1,220.57.
Hi D Papa,
Can you share screenshots to illustrate your question?
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