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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Customer payment using...
Microsoft Dynamics AX (Archived)

Customer payment using step process functionality

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Posted on by Julien H 27

Dear all,

I'd like to know if anyone has already used the steps process functionality from the customer method of payment form.

From my side, I have realized the expected setup (2 steps - a first one to debit a bank a/c and credit account receivable and a second step to debit bank and credit bank a/c).

My problem is I am not able to realize a customer payment when I use this method of payment. Nothing happened on journal posting.

I understand that I could use a bridging account in my case, but unfortunately when I use a bridge account, it's not possible to edit a deposit slip from the payment journal. That's why I try to use the payment step process which should be the good process.

Any idea about the behaviour of this functionality ?

Thanks all.

Julien

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I have the same question (0)
  • FK-20051835-0 Profile Picture
    FK-20051835-0 5 on at
    RE: Customer payment using step process functionality

    Dear Sir,

    This should generate a line in payment transaction screen under A/R journals, and should allow you to move from step to another through the step chain you have added to the method of payment.

    I hope I made my self clear.

    Any one knows if this function is still available in D365

  • Abdo Khoury Profile Picture
    Abdo Khoury 14,855 on at
    RE: Customer payment using step process functionality

    is this functionality still available in D365?

  • Suggested answer
    Fadi Karajeh Profile Picture
    Fadi Karajeh 50 on at
    RE: Customer payment using step process functionality

    Hi, hope you are keeping will, the first posting, (step), will create a journal at the same time you post, the initial journal, and customer account will be moved at that moment, so it is preferable not to add any posting setup at the first step, and you can configure your method of payment default account, to use an intermediate account.

    In the second step you use the same intermediate account, and the bank account (leave it empty), as a debit account, and you can select the bank when you post step two.

    The important question is this function is still working on D365.

  • Fadi Karajeh Profile Picture
    Fadi Karajeh 50 on at
    RE: Customer payment using step process functionality

    I tried to activate it in many ways, I couldn't, it is important to if it is available or not?

  • Julien H Profile Picture
    Julien H 27 on at
    RE: Customer payment using step process functionality

    Hello, unfortunatly the step process payment has been deprecated and as a conséquences is not available with D365. Only  bridging management still available. Thanks MS.

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