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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Centralized Payments H...
Microsoft Dynamics AX (Archived)

Centralized Payments Hierarchy

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Posted on by lally 8

Hi All ,

Without configuring the Centralized Payments HierarchyPurpose in the organization hierachy , user can able to do the centralized payments between multiple companies in Axapta 2012 .. then what is the advantage of this functionality and why we need to configure that ?

Any help from pioneers in the implementation point of view ?

Thanks in advance.

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  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,721 Super User 2025 Season 2 on at
    RE: Centralized Payments Hierarchy

    Hi Lally,

    Indeed you can do the centralized payments without this hierarchy. There is an advantage when you do setup this hierarchy. When you do a payment proposal you can select one or more legal entities manually. When you have some legal entities setup in a hierarchy with the purpose Centralized payments, the legal entities on the payment proposal selection are defaulted from this hierarchy.

  • Melvin Barquero Redondo Profile Picture
    Melvin Barquero Red... 545 on at
    RE: Centralized Payments Hierarchy

    How can I do this without this hierarchy configuration?

    I am in Sales and marketing > Common > Sales orders > All sales orders. On the Action Pane, on the Invoice tab in Open transactions, and I can only see payments from the company of the sales order but not payments from other companies?

    Only if I configure the Hierarchy works, but this is not functional for me for several reasons.

    Is there an additional configuration?

    Thanks in advance

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,721 Super User 2025 Season 2 on at
    RE: Centralized Payments Hierarchy

    Hi Melvin,

    Centralized payments is usually used when creating payment proposals. You are talking about sales orders. Please explain your scenario how you think you want to use centralized payments.

  • Melvin Barquero Redondo Profile Picture
    Melvin Barquero Red... 545 on at
    RE: Centralized Payments Hierarchy

    Ok, is not exactly centralized payments, what my costumer needs is the possibility to mark or settle payments from another companies in a sales order.

    • I have 3 companies (A, B and C)

    • A payment from a costumer was registered in Company A and another one in Company B

    • A sales order was created in Company C

    Now we need from the sales order, mark or settle the order with these 2 payments from the other companies, but they don’t appear in the Open Transactions form in the sales order for Company C.

    In AX 2009 this was possible, but now in AX 2012 we don’t know if this can be possible, without the Hierarchy Organization.

  • Suggested answer
    Kristi Slininger Profile Picture
    Kristi Slininger 66 on at
    RE: Centralized Payments Hierarchy

    Melvin - Yes this is possible in AX 2012.  The steps are as follows:

    1 - Create your organization hierarchy for centralized payments.  While the payment proposal doesn't need this, the settlement form does need this information so we know which companies' transactions to show for settlement.

    2 - The customer for all companies must be the same.  Ax determines this through the party ID of each customer.

    After these are setup, settlement will display the open transactions for each LE you defined in the hierarchy, for the same customer.

  • Suggested answer
    Melvin Barquero Redondo Profile Picture
    Melvin Barquero Red... 545 on at
    RE: Centralized Payments Hierarchy

    Thank you Kristi, I try this before but does not work as I expected, however, I try it again from scratch and it seems that I miss a check in the configuration to set as default the centralized payments purpose of the hierarchy, and I it works fine.

  • Melvin Barquero Redondo Profile Picture
    Melvin Barquero Red... 545 on at
    RE: Centralized Payments Hierarchy

    Hi André, at the end, the Centralize Payments hierarchy resolves the scenario to show open transactions from another company in the open transactions form for the costumer.

    Regards

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