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Preventing Vendor/Customer Payments Without Invoice Selection

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Posted on by Shivam.bst

209

Dear team,

Is there a way to prevent vendor/customer payments from being processed without the invoice selection in the payment lines??

Thank you :)

Shivam Pandey

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Microsoft Dynamics AX

Dynamics 365 Finance

Dynamics 365 Project Operations

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BillurSamdancioglu 18,371 Most Valuable Professional on at

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Preventing Vendor/Customer Payments Without Invoice Selection

You may try to set invoice fields as mandatory.

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Sagar121 385 on at

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Preventing Vendor/Customer Payments Without Invoice Selection

Try this code. This will prevent user from posting Vendor payment journal if paymid is not entered you can simple extend same logic for Customer payment Journal too.( changing your ledgerjournaltable.JournalName == '' and LedgerJournalACType::Cust, also change paymid field

[ExtensionOf(classStr(LedgerJournalCheckPost))]

final class LedgerJournalCheckPost_Test_Extension

{

public void run()

{

LedgerJournalTrans ledgerJournalTrans;

if (ledgerJournalTable.JournalName == 'VendPay')

{

select firstOnly RecId from ledgerJournalTrans

where ledgerJournalTrans.JournalNum == ledgerJournalTable.JournalNum

&& ledgerJournalTrans.AccountType == LedgerJournalACType::Vend

&& ledgerJournalTrans.PaymId == '';

if (ledgerJournalTrans.RecId)

{

throw error(“Payment ID must be entered in Vendor Payment Journal.");

}

}

next run();

}

}

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Ramit Paul 22,782 Most Valuable Professional on at

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Preventing Vendor/Customer Payments Without Invoice Selection

Why you need this? What is the business requirement? is there no scenario where they will use On account payment/ advance payment?

Also, as answered by others, there is no stanadrad solution unless some workaround suggested by Sohaib.

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Sohaib Cheema 47,774 User Group Leader on at

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Preventing Vendor/Customer Payments Without Invoice Selection

Hi @Shivam.bst

I have done some testing and found the behaviour that you have mentioned. While it can work with Invoice Id mentioned, it does not when one or multiple invoices are settled using checkbox, on the new pop-up form that is opened from the Settle Transaction Button.

This would need customization by adding a new method in the class named as LedgerJournalWFApprovalDocument

The newly added method would be on the same pattern as an existing method in the class (parmMaxVoucherCreditAmount)

Once a new method is added using extension, that would make a new selection possible in the workflow conditions.

If you have a technical consultant, tell them following.

1) initially when a transaction is marked it remains in a table named SpecTrans (until payment journal is not posted). The table maintains the record using three key fields RefCompany, RefRecId, RefTableId

2) Once payment journal is posted the records go to the table VendSettlement and get deleted from SpecTrans

3) therefore your custom method must check both tables, for marked transactions.

In technical language it is called adding Calculated Fields in the workflow document class, that enables a new selection on the conditions of workflow

You will get a new choice on the following form:

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Shivam.bst 209 on at

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Preventing Vendor/Customer Payments Without Invoice Selection

Hi Everyone,

Thank you for your responses.

Hi @Sohaib Cheema,

Thanks for your suggestion,

I tried the workflow option—it correctly returns when there is no invoice in the journal line. However, it’s still not working in cases where the invoice is marked for settlement.

Could you please provide more insight into the workflow conditions?

pls see the workflow condition which I have added -

Thanks again!

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Yng Lih 1,210 on at

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Preventing Vendor/Customer Payments Without Invoice Selection

Hi Shivam,

There is no standard feature to control the mandatory of invoice selection for payment. You will need customization to achieve this.

Beforehand, you may want to check if there are any business scenarios where payment will be made first without invoice.

e.g. Advanced payment/ Deposit from customer

Thanks.

If this information was helpful, kindly mark it as 'Verified'. Thank you. :)

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Syed Haris Shah 220 on at

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Preventing Vendor/Customer Payments Without Invoice Selection

Hi Shivam,

There is no out-of-the-box feature to restrict customer/vendor payments without invoice selection. However, the solution suggested by Shoaib makes sense if you prefer to avoid customization.

If you find this answer helpful, please consider verifying the answer. 👍

Regards,

Syed Haris Shah

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Sohaib Cheema 47,774 User Group Leader on at

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Preventing Vendor/Customer Payments Without Invoice Selection

Do you have a workflow on the payments? The standard workflow comes without any customization for the both side of payment?

You can set the conditions, (If InvoiceNumber is Empty) , reject the payment workflow.

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André Arnaud de Cal... 297,389 Super User 2025 Season 2 on at

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Preventing Vendor/Customer Payments Without Invoice Selection

Hi Shivam,

Out of the box, there is no setting to control a mandatory settlement during payment posting. You can consider a customization for this requirement.

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