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If we mark advance payment against a sales order and the sales order is partially invoiced the system is only settle the first invoice against the advance payment and reverse the taxes for it , the remain invoices will keep open and calculate taxes again until someone settle it manually .
Does we have any hotfix for this problem as now if we forget the settle any invoice against the advance system is calculating taxes twice.
Hi Hussien Ahmed,
Many thanks for the clarification.
I think you expect something more than what AX can do for you in the standard application.
This does not mean that this cannot be done at all but rather that you have to make a system modification to achieve the expected behavior.
Can you please talk to your sys-admins / development team and explain them how you want AX to behave in this case?
They should be able to make the respective modification for you.
Best regards,
Ludwig
Hello Ludwig Reinhard
In our case we don't know the amount of the invoices it always be according to the customer need all what we know is the sales order amount and according to it we create advance payment amount = sales order amount and Mark both together.
Example :
1- Create Sales order = 10,000
2 Create Advance payment = 10,000
3- Mark Advance payment against Sales order .
4- Create Invoice1 = 2,000 (System settle the invoice automatically correctly and everything is ok).
5- Create Invoice2 = 3,000 (Invoice Keep open and the remain amount of the advance also open 8,000)
6- Create Invoice3 = 5,000 (Invoice Keep open and the remain amount of the advance also open 8,000)
At the end we will have in the customer open transactions 2 invoices (invoice2,Invoice3) and the remain of the advance (8,000).
we expect from the system if we mark a sales order against an advance system will settle all the invoices(Not only the first invoice) related to this order against the advance till the amount of the advance to be settle reach zero, but this is not happened system is only settle first invoice after that the mark between the order in spectrans table removed and we need to mark it again before creating the invoices or settle the invoice if it already created.
Hello Hussien,
In Step No 3, have you changed the amount to settle in the 'settle open transactions form'?
If you only settle a part and not the complete payment then things should work fine.
Best regards,
Ludwig
Hello Ludwig Reinhard
our process :
1- Creating Sales order.
2- Creating a payment journal in AR and mark it as prepayment(in the payment journal lines go to payment tap and check prepayment journal voucher).
3-Go back to the sales order in the invoice tap we choose open transactions and mark the sales order against the prepayment .
4- create the first invoice from the sales order (Everything is OK settlement happened between the invoice and the prepayment and the Tax of the invoice is reversed correctly with the settlement).
5-Create the second invoice from the sames sales order no settlement happened , we need to go to the customer profile , collect tap , open transactions and settle the invoice against the prepayment manually otherwise it will keep open and the taxes of the invoice will not be reversed.
Hello Hussien Ahmed,
Can you specify how you recorded the advance payment?
Also, can you let us know how exactly you settled the invoice against the advance payment?
There are many ways how things can be done and it would be great if you could elaborate and provide some supporting screenprints.
Many thanks and best regards,
Ludwig
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