Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / AP Sattlemnt
Finance | Project Operations, Human Resources, ...
Suggested answer

AP Sattlemnt

(1) ShareShare
ReportReport
Posted on by MH-26051226-0 33
what is triggering AP Settlement if i didn't run payment proposal 
  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 17,153 Most Valuable Professional on at
    AP Sattlemnt
    Please check if on AP parameters auto settlement is set and also on the posting profiles.
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 294,145 Super User 2025 Season 1 on at
    AP Sattlemnt
    Hi,
     
    You can read more about settlements on Microsoft Learn: Settlement overview - Finance | Dynamics 365 | Microsoft Learn
     
    There are three moments when settlements will be applied:
    1) During posting of journals, e.g. Payment journal in case transactions are marked for settlement
    2) Automatic settlement enabled on the parameters (both Accounts Payable and Accounts Receivable)
    3) Settlement form opened from Vendors or Customers.
  • MH-26051226-0 Profile Picture
    MH-26051226-0 33 on at
    AP Sattlemnt
    Auto settlement active for AP, what i need to know is : when exactly the settlement take place between booked debits or payments vs invoices . is it run automatically once the debit or payment posted as a part from posting process or what . & if i stopped auto settlement to perform booking debits and credits on vendors in a random order , if i finished and return this parameter back, shall it proceed with settlement for all per-entered transactions automatically or shall i do anything further to activate 
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 294,145 Super User 2025 Season 1 on at
    AP Sattlemnt
    Hi,
     
    Can you please elaborate and explain your question?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

🌸 Community Spring Festival 2025 Challenge 🌸

WIN Power Platform Community Conference 2025 tickets!

Jonas ”Jones” Melgaard – Community Spotlight

We are honored to recognize Jonas "Jones" Melgaard as our April 2025…

Kudos to the March Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 294,145 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 232,896 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,158 Moderator

Leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans