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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Suggest Vendor Payment...
Small and medium business | Business Central, N...
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Suggest Vendor Payments / Create Vendor Payment

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Posted on by Heather Roggeveen 9,146

Hi


I have been investigating in detail the selection process for paying vendor invoices and find it lacking. Most of the needed components are there, but not in a combined manner.  I have logged this as an idea in the Idea's area, but would appreciate if you can take some time to pop over and vote if you agree.  Here is the link:

https://experience.dynamics.com/ideas/idea/?ideaid=f9a66151-a178-ea11-99e5-0003ff689747



Start with the Suggest Vendor Payments - this is a great tool - except for the fact that you have no way to select on mass specific documents based on anything other than global dimension 1 & 2, currency or date.

The situation I have is where you have a single vendor that has e.g. different payment terms for invoices. The payment terms drive the due date, and that is fine. But my customer makes a different payment - even if on the same day - for the different payment terms. Payment terms (or payment method or any number of other fields) is only available to select the vendor overall - not the individual document.

However, Suggest Vendor Payments is brilliant in that is picks up all document types - credit notes, journals with no document type etc. So overall, that is the most desirable way to create the payment batch - if you have options to extend the selection of documents.

So I found something about the Create Vendor Payments task and checked that out. In that list, you can restrict by e.g. document payment terms or document payment method - so it seemed like that might fill the gap - except that this window only displays invoices - no other document types.

So the components are all there - but in different places. The simplest thing in my mind is to extend the selection criteria in Suggest Vendor Payments to be able to filter by all the different fields that are available in Vendor Ledger Entries.

If any one has thoughts about how this can be done, I would love to hear about it.

Cheers

Heather

I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    To use the Suggest Vendor Payments function
    Choose the Lightbulb that opens the Tell Me feature icon, enter Payment Journals, and then choose the related link.
    Open the relevant journal, and then choose the Suggest Vendor Payments action.
    Fill in the fields as necessary. Hover over a field to read a short description.
    Choose the OK button.
    To insert the due date as posting date on payment journal lines
    When you use the Suggest Vendor Payments batch job to create payment lines for your vendors, you can fill two special fields to make sure that the generated lines use the due date to calculate the posting date. These fields are Calculate Posting Date from Applies-to-Doc Due Date and Applies-to-Doc Due Date Offset.

    I hope this helps!

    Admin

    Apps4rent | o365cloudexperts | clouddesktoponline

  • Heather Roggeveen Profile Picture
    Heather Roggeveen 9,146 on at

    Hi Lewis

    Unfortunately, no, that doesn't help.  What I need to be able to do is:

    Select documents based on a due date cutoff - yes, can do.

    Select the range of vendors I want included - yes, can do.

    Select the range of documents within those vendors and within the due date that I want included - no you can't do this - unless the selection criteria is based on Global Dimension 1, Global Dimension 2, Date or Currency.

    Essentially, it is needing to extend the options available under "Filter Totals By".

    Cheers

    Heather

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