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Transferring One Vendor Invoice to Another Vendor

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Posted on by Yasin Ali Badruddin

I have a requirement whereby our client frequently needs to transfer the rebate invoice it receives from various vendor.

This is a frequent procedure from them and they will like to automate it someway.

Therefore i will like to know if we can do it in some other way then posting General Journal entries ?

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Sukrut Parab 71,710 Moderator on at

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What activity they follow to transfer the invoice ? post GL journal entry ?

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André Arnaud de Cal... 300,917 Super User 2025 Season 2 on at

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Hi Yasin,

There are two options.

1) Create a credit and post a new invoice to move the balance.

2) General journal entries.

Is it known in upfront when which vendor will be used? How should the system be told to move a balance to which vendor?

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saurabh bharti 15,039 Moderator on at

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Hi Yasin,

if only balance has to be transferred from one vendor to another then you can use "settlement reminder feature" which will automatically transfer the balance.

exploredynamics365.home.blog/.../

if you need to associated more details with invoice e.g. invoice number, etc... then you should use "Invoice Journal"

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Ludwig Reinhard Microsoft Employee on at

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Good morning Yasin,

Can you explain what a rebate invoice is that you receive from your vendor and what you want to transfer?

An example and/or some screenprints would help.

Many thanks and best regards,

Ludwig

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Yasin Ali Badruddin 90 on at

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Hi André ,

At times they know to which vendor they will transfer and at times it is decided as per operational needs.

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Yasin Ali Badruddin 90 on at

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Hi Dr. Ludwig

Well, we are creating rebates through rebate agreements by approving it through rebate claims.

However, our clients due to their business operations want to transfer the rebate invoice received from one vendor to another

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Yasin Ali Badruddin 90 on at

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Thanks Saurabh

i will explore this if i can use it in someway in my current scenarios

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Ludwig Reinhard Microsoft Employee on at

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Hi Yasin,

If this is a regular process then I would rather use separate journals e.g. GL journals such as suggested by Andre.

To get this process automated you can consider automating it by making use of PowerPlatform tools especially PowerApps and PowerAutomate should help you getting this process implemented nicely and smoothly.

Best regards,

Ludwig

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Rahul Mohta 21,032 on at

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also could explore extending the rebate feature

and the PowerAutomate and GL and invoice journals as suggested by others would work as manual options

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RiteshJain83 5 on at

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Hi Ludwig, I have one scenario where we need to make payment to a vendor and from another vendor. It is like client has another vendor who actually pays to regular vendor and later client pays to that vendor .

One entry is vendor to vendor payment - how to do this ?

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