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Finance | Project Operations, Human Resources, ...
Answered

Interest Notes for D365

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Posted on by 181

When processing interest notes  why can't I see the invoice number  that applies to the interest? Thank you

Review and process interest notes

pastedimage1585608265356v1.png

I have the same question (0)
  • Verified answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Good Morning Sylvia Dixon,

    Can you please click on the interest note number (the blue hyperlink).

    This opens a new form where you can scroll down to a transactions tab, which lists the different invoices, the amount of interest, the original amount and other information.

    Please let us know if this works in your environment and if it answers your question.

    Best regards,

    Ludwig

  • Sylvia Dixon Profile Picture
    181 on at

    Hi Ludwig,

    I do not see the invoice number in the invoice columnpastedimage1585664856523v1.png

  • Verified answer
    Satish Panwar Profile Picture
    14,671 Moderator on at

    Hi Sylvia,

    Here is how it works, please see below.

    Interest note created.

    pastedimage1585666095258v1.png

    Posted it, marked interest per transaction.

    pastedimage1585666135344v2.png

    Once you print reference is still there..

    pastedimage1585667163504v3.png

    In my environment, i can't find the invoice number and it's not available via personalization, did you enable any feature or customize it. If you have multiple invoices, there may be an issue. Give above a try.

  • Verified answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Sylvia,

    Please have a look at the screenprint from Satish.

    You have to click the hyperlink and then open the transactions tab to see the invoice details.

    Best regards,

    Ludwig

  • Harshal Patwa Profile Picture
    30 on at

    Hi

    is there a way to post multiple interest notes with one click ? 

    Thanks

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