We just migrated to D365 from AX 2009. The problem is we migrated invoices for AP as journals. We can see they are posted but and on voucher but when I go to take them, it it not appearing. It does appear the cash discount date does not appear so I am not sure that is the issue
Thanks-
Kate
Hello Kate,
If you forgot the enter the cash discount code when migrating the invoices you can still take the discount when making the payment. This can be realized in the settlement form where you can specify that you want to 'always' take the discount.
Provided that a limited number of invoices is affected by this, you can make use of this workaround.
Otherwise, you might have to correct the migrated data and do it once again. That is, if too many invoices are affected and if the manual workaround is too time consuming it might be better to correct things right from the beginning to ensure that you don't lose money from missed discount deductions.
Best regards,
Ludwig
Hi kjgreen,
Did you apply the cash discounts code with appropriate setup when invoices were uploaded/posted, if yes, you should be able to see them on the vendor master > invoice tab > settle transaction > open transactions > cash discount tab. If not, unfortunately you have to get this data created in D365FO for it to be applied as part of payment settlement. If it's only handful of transactions, you can do it manually else consider creating a Data Entity to get this loaded (only if you are in production environment and there is no going back and you want these discounts in there).
Thanks,
Satish Panwar
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