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Dynamics 365 Community / Forums / Finance forum / Vendor payment advice
Finance forum

Vendor payment advice

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Posted on by Meche 120

Hi,

I'm trying to confirm if the Payment advice available on the payment journals (Print / Payment advice) can only be generated if the journal hasn't been posted yet.

If so, we are afraid the users will forget to generate it on time, or even change the journal and not re print the advice.

Is it possible to automate the Payment advice generation when the "Generate payment" is done, that will mostly solve our issues, if so, could you please tell me how do you set it up to be printed automatically?

Kind regards

Mercedes

Categories:
Financial Management
  • Mubarak Gbenle Profile Picture
    Mubarak Gbenle on at
    RE: Vendor payment advice

    Hi Amit.

    The link is perfectly okay. I am able to access the video.

    You may need to check again.

  • Amitsb1980 Profile Picture
    Amitsb1980 214 on at
    RE: Vendor payment advice

    Hi Ludwig,

    Unfortunately, I am unable to access the link in your post. Is this video available on YouTube or another platform?

    Many thanks,

    Amit

  • simonsmith101 Profile Picture
    simonsmith101 on at
    RE: Vendor payment advice

    Hi Mercedes, Thanks for this post. In relation to this is it possible to "mass" send payment advices (ie at same time as you generate payment) or can you only select one by one and print payment advice?

  • Meche Profile Picture
    Meche 120 on at
    RE: Vendor payment advice

    Hi Ludwig,

    Thanks for your prompt reply.

    I have indeed watched your video, which is very useful as usual, but, correct me if I'm wrong, that means using a different functionality than the standard report you print from the Payment journal. Using ER for this means generating a new report, am I right?

    Kind regards,

    Mercedes.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Vendor payment advice

    Hi Mercedes,

    What you write is correct. Basically the payment advice can only be printed at the time the payments are generated.

    However, in D365FO you can automatically save 'electronic reports', such as the payment advice to SharePoint, the document library or another place.

    You can even email it to an 'archive'.

    This video includes some hints how you can - for example - send the payment advice automatically as a PDF to an email that you specify.

    dynamicsax-fico.com/.../some-notes-on-vendor-payment-advices-in-msdyn365fo

    The key is the correct configuration of the ER output destination.

    Best regards,

    Ludwig

  • Suggested answer
    Eugen Glasow Profile Picture
    Eugen Glasow 6,355 on at
    RE: Vendor payment advice

    Ludwig Reinhard shows how to achieve it by tweaking the ER configuration for ISO20022 CT:

    community.dynamics.com/.../some-notes-on-vendor-payment-advices-in-msdyn365fo

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