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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Settle open transactio...
Finance | Project Operations, Human Resources, ...
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Settle open transaction form, different data

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Posted on by vanels 447

Hello,

We have a problem with the Settle Open Transactions Form, which is different if we launch it from different places... I explain it.

First mode:
I am in Customers, select the desire customer / Collect / Settle / Settle Open Transactions.
This form shows only data from the legal entity I am at this moment.

pastedimage1585306731633v2.png

Second mode:
Customers / Journals / Bill of exchange / Remittance journal.
I créate a new line with the same account num that in the other mode ang go to Functions --> Settlement.

pastedimage1585306640978v1.png

Then, the data is from two different legal entities…. ¿why?

We have not setting up centralized customer payments and this is a problem for me.

Any help Will be apreciate.

Thanks a lot.

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

    Hi vanels,

    Looks interesting that basically the same form behaves differently if it is opened form a different journal.

    Do you have a developer around who could possibly debug this issue?

    Best regards,

    Ludwig

  • vanels Profile Picture
    vanels 447 on at

    Hi,

    More or less, yes, I can debug this, but I am not sure what...

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

    Well, whether the company account display depends on the form from which the settlement form is opened.

  • vanels Profile Picture
    vanels 447 on at

    Thw ways I said before are launched from company "jof".

    The issue is that I see lines with "jgb" company :(

  • Verified answer
    vanels Profile Picture
    vanels 447 on at

    Hi,

    Finally I was able to debug and I went directly to override the run method of the CustOpenTrans form.

    Just before super() call i've put this code:

    CustTransOpen_ds.query().allowCrossCompany(false);

    I leave it there in case someone can serve it.

    Regards.

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