Prepayment on a sales order confusion - is it automatic or manual application??

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Posted on by Kumar_Sat

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Hello, I am confused about this amount on a sales order prepayment, is it supposed to apply automatically or by a manual process? Microsoft is saying it should be automatic while it is not applying automatically while invoicing. I have tested it multiple times and it is not working for me unless I apply the prepayment through settle transactions window under invoice tab on the sales order form.

750

Microsoft comment about prepayment, they say it should be automatic.

https://docs.microsoft.com/en-us/dynamics365/finance/accounts-payable/prepayments-invoices-vs-prepayments

My AR payment is fine with Prepayment marked (as you can see it appears in prepay in the sales order) but it does not apply automatically, any idea why?

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Ludwig Reinhard Microsoft Employee on at

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Hi Kumar,

My knowledge is the same that you have. That is, it is not an automatic deduction that happens but rather something that you have to define (mark) in the settlement form.

Best regards,

Ludwig

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Sukrut Parab 71,735 Moderator on at

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Its not automatic . I had done modification to mark prepayment against sales order invoice so that it get settled automatically when invoice is posted.

community.dynamics.com/.../automatic-settlement-of-customer-prepayment-and-sales-invoice

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MATTGUO 22,349 Moderator on at

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Hello Kumar,

I think the document says clearly: "If you settled the prepayment against the purchase order or sale order in step 6", and the step 6 is "You can settle the prepayment against the purchase order or sales order before you create the invoice. On the sales order or purchase order page, on the Action Pane, use Settle transactions.". So, the OOB feature is manual.

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