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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / sales order has Prepay...
Microsoft Dynamics AX (Archived)

sales order has Prepayment record

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Posted on by agus 1,174

hi expert,

I create Sales order & Ticked Prepayment voucher in invoice >> settle open transaction.

my question:

1. how do i know, My sales order has Prepayment ? in which table ?

2. after this order has invoiced, system will reclass prepayment journal, in which table i can see this invoice has prepayment ?

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I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 304,038 Super User 2026 Season 1 on at

    Hi Agus,

    There is no standard feature where AX knows there is a pre-payment on sales orders. It is a manual task. During invoicing, you can settle an unsettled customer (payment) transaction. Can you share a screenshot where you use this prepayment option? Then I can see if you are indeed using the standard functionality.

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Agus,

    The 'prepayment voucher' box that you mentioned does not seem to be a standard feature.

    Can you share details of this form and process incl. adjustments made?

    Best regards,

    Ludwig

  • agus Profile Picture
    agus 1,174 on at

    thanks ludwig,

    during sales order, I just ticked on settle open transaction (invoice tab>>settle open transaction) and continue create packing slip & invoice.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Good Morning Agus,

    Please have a look at the following post, which describes the SO prepayment functionality that is available in the standard.

    shafeaa.blogspot.com/.../ax-2012-sales-order-prepayment.html

    The SO related prepayment functionalities are not as 'rich' as the ones that we have available for example in AP or in the project module.

    You thus have to inquire and filter those transactions or make a small customization to get a good and straightforward overview of those prepayments if the standard features are not sufficient for your purposes.

    Best regards,

    Ludwig

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