payment journal

surya.singh

Hi
To settle the invoices in settlement terms my client wants to view the total amount of all the invoices he selected in that screen.For example .,he wants to settle the invoices value worth Rs.20,000/- after selecting 10 invoices the system should show the total amount is 20,000/-. How to solve this query.Please reply,

Thanks

AdamRoue

Have you tried running the suggest vendor payments routine, you have an available amount on this screen, so you can probably do what you want.

haridoss

Hi AdamRoue,
Can you please give me the detailed menu path for this. I am unable to find out.

Thanks.

AdamRoue

Hi

Financial Management - Payables - Payment Journals.

Payments Button - Suggest Vendor Payments

Luc_VanDyck

@AdamRoue: This is the path when working with Dynamics NAV.

@surya.singh & haridoss: Your question is posted in the Dynamics AX forum. Is this the right forum?

haridoss

Thanks AdamRoue for the reply. But i am working on axapta 4.0 and could not able to find the payment button you mentioned. Please show me the path in this.


Thanks
hari

AdamRoue

My apologies, this is indeed the Navision path, I was cross reading forums.

In Ax you need the following:
Purchase Ledger - Journals - Payments - Payment Journal.

Payment Proposal button and set the amount limit on the seelction form, I believe this will give you what you want, although you can edit this as it is a proposal before posting the actual payments.

haridoss

Thank you so much. Can you please tell me about this when i use settlement terms instead of payment proposal bcos my client wants all the pending invoices to get displayed and select from them. In settlement terms only this is possible.So, when we use settlement terms is there any way that the total amount of all the selected invoices get displayed. Please suggest me with menupath.


Thanks
hari

AdamRoue

This though contracdicts what you wanted.

If they want it to bring in all invoices and then choose, based upon what should be paid, then get it to bring in everything and pay them, and then they have to manually remove individual invoices and amend totals etc. The solution for them really is then to do this completely manually from what I understand from your requirement.

haridoss

Thanks AdamRoue.My idea is -we can customize that field named total in the settlement terms form with the help of a technical consultant.
Thanks a lot for your valuable suggestions.



Haridoss