Finance | Project Operations, Human Resources, ...

Settle transaction error "This transaction has been marked for settlement by Sales order..."

(0) Share

Report

Posted on by Daniel2008

Hi all,

Would really appreciate assistance to undo a Sales Order 'ineligible amount' payment in customer "B" so we can settle the transaction in customer "A".

1) When I attempt to check the mark box (in yellow below) in customer "A" the following message appears.

2) It appears a payment has been applied to customer "B"s Sales Order and it's causing a 'Ineligible amount'?

then

I have the same question (0)

All responses (10)

Answers (0)

Suggested answer

Charlotte X on at

Like (1)

Report

Hi Daniel,

You can try to remove the link in settled transactions.

This is the workaround I found in the old thread:

(7) This transaction has been marked for settlement by Sales Order XXXXX - Dynamics 365 Finance Forum Community Forum

Was this reply helpful? Yes No
Daniel2008 25 on at

Like (0)

Report

Hi Charlotte X thank you for assisting.

For some reason, I can't locate the Sales Order Invoice?

Was this reply helpful? Yes No
Suggested answer

BillurSamdancioglu 19,703 Most Valuable Professional on at

Like (1)

Report

If invoice tab is missing , Please check your security setup.

Was this reply helpful? Yes No
Daniel2008 25 on at

Like (0)

Report

Hi BillurSamdancioglu I can view the 'Invoice' tab via 'All Sales Orders'.

However, there are no transactions 'marked for settlement' as per the initial error message for the Sales Order?

Was this reply helpful? Yes No
Suggested answer

Charlotte X on at

Like (0)

Report

Did you open it from "Open sales order form"?

Here are some other discussions on this issue, please refer to the following post and blog:

(+) this transaction has been marked for settlement by another user - Microsoft Dynamics AX Forum Community Forum

How to Resolve Marked for Settlement Messages in Dynamics 365 Finance | Stoneridge Software

Was this reply helpful? Yes No
Suggested answer

Alireza Eshaghzadeh 14,672 Super User 2025 Season 2 on at

Like (0)

Report

Hi Daniel,

Once you click on Inquiry > Settlement location one a transactions that is blocked for settlement , You can to click on open form to navigate to correct form. In this case, you need to click on "Open sales order form".

Then sales order form will be opened where you have access to "Open transactions" via "Invoice tab.

If you dont have access unmark the specific transaction, you need to check with a sys admin users.

If you cannot find the specified transaction on this form, you need to check this issue with developer to take a look on "SpecTrans" table and provide a solution to delete this record so you have possibility to settle the transaction.

Was this reply helpful? Yes No
Daniel2008 25 on at

Like (0)

Report

Apologies for the delayed response Alireza Eshaghzadeh - thank you for your reply.

I have followed your steps but I can't view the invoice tab because the opened page is under 'All customers' rather than 'All sales orders'?

'Invoice' tab is not displayed

I can however view the marked payment - is there a way to edit the voucher?

Was this reply helpful? Yes No
Suggested answer

Alireza Eshaghzadeh 14,672 Super User 2025 Season 2 on at

Like (0)

Report

Hi Daniel,

Please check the issue with who have system administrator security role to unmark this transaction.

Was this reply helpful? Yes No
Daniel2008 25 on at

Like (0)

Report

Hi Charlotte X BillurSamdancioglu Alireza Eshaghzadeh

I've unhidden the invoice tab but when I select 'Marked only' no transactions appear. My colleague believes the transactions is corrupted.

Perhaps it has something to do with the way we created the original General Journal?

Was this reply helpful? Yes No
Suggested answer

Alireza Eshaghzadeh 14,672 Super User 2025 Season 2 on at

Like (0)

Report

If you cannot find the marked transaction on sales order, please check the issue with developer to delete this record from SpecTrans table so the block against marking of transaction will be removed.

Was this reply helpful? Yes No