Carteira

NAVWORM
NAVWORM Member Posts: 11
edited 2008-02-18 in NAV/Navision Classic Client
Hello

This is a functional difficulty. ..
In Portugal we have a localized module, named Carteira. This is for a special form of payment called Letra.
My problem is this (I reaching out to any portuguese consultants out there!..): I have several invoices for a customer and at some point the customer decides that he wants to pay with a Letra. How can I choose those invoices and create a single title document (letra)? the way I'm doing it now, I have to know in advance that the customer is going to pay like that and everytime I post an invoice the system creates a title automatically. Am I doing something wrong?

Thanks

Comments

  • nunomaia
    nunomaia Member Posts: 1,153
    Hi,

    With cartera journal you can create bills. You must close invoices with blank payment then create bills related to that invoice
    Nuno Maia

    Freelance Dynamics AX
    Blog : http://axnmaia.wordpress.com/
  • mar
    mar Member Posts: 17
    Hi,

    I have the same a problem.

    I want to turn a few invoices into a bill but I think that it should be possible to do it directly because i'll use that a lot.
    Does anyone know how can i do that?

    Thanks
  • nunomaia
    nunomaia Member Posts: 1,153
    You can create bills using payment method in invoice or using cartera journal.
    Nuno Maia

    Freelance Dynamics AX
    Blog : http://axnmaia.wordpress.com/
  • mar
    mar Member Posts: 17
    olá! Vou escrever em português que é mais fácil explicar o meu problema.

    Eu quero transformar umas quantas facturas num título ( Letra) e realmente funciona da maneira que explicaram num post anterior mas parece-me que não é muito funcional estar a registar um pagamento e depois então criar o título.
    Não ha maneira de registar o pagamento das facturas ( no diário de carteira) através de uma forma de pagamento que crie títulos?
    Eu já tentei mas apesar da forma de pagamento supostamente criar títulos, não foram criados ....
  • NAVWORM
    NAVWORM Member Posts: 11
    Hi

    We can create the bill if we use document type= bill, instead of payment. But I think that we always have to post the movements through a temporary account, is it?
  • nunomaia
    nunomaia Member Posts: 1,153
    When you create a bill document, it will post to "titulo" accounts.
    Nuno Maia

    Freelance Dynamics AX
    Blog : http://axnmaia.wordpress.com/
  • nunomaia
    nunomaia Member Posts: 1,153
    mar wrote:
    olá! Vou escrever em português que é mais fácil explicar o meu problema.

    Eu quero transformar umas quantas facturas num título ( Letra) e realmente funciona da maneira que explicaram num post anterior mas parece-me que não é muito funcional estar a registar um pagamento e depois então criar o título.
    Não ha maneira de registar o pagamento das facturas ( no diário de carteira) através de uma forma de pagamento que crie títulos?
    Eu já tentei mas apesar da forma de pagamento supostamente criar títulos, não foram criados ....

    Please make questions in english, or admin will delete your questions. In payment method you a boolena option to tell Navision to create a bill document after posting invoice.
    Nuno Maia

    Freelance Dynamics AX
    Blog : http://axnmaia.wordpress.com/
  • NAVWORM
    NAVWORM Member Posts: 11
    "When you create a bill document, it will post to "titulo" accounts."

    Yes, it does, but what shall we choose as the counter account? the original costumer account (usually 211?)

    Thanks
  • NAVWORM
    NAVWORM Member Posts: 11
    Hello

    This is a question for Nuno Maia.

    When you say post a blank payment, what exactly do you mean? post a payment type of document to a temporary counter account then creat a bill using the same counter account to balance it?

    Thanks
  • shark
    shark Member Posts: 50
    same here

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