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Options
Auto Apply Customer Ledger Entries
PurpleHaze
Member Posts: 42
Guys,
I have requirement to create auto apply for customer entries. So, for example if "Outstanding amount" for ALL Customer Ledger Entries is equal to 0 it can be automatically applied. It sound so simple but I actually I don`t know where to start from. Should I mostly use existing standard functionality and code or actually it all needs to be created from scratch? Can you please give me some hints where to start from?
Thanks a lot for your answers.
Cheers
I have requirement to create auto apply for customer entries. So, for example if "Outstanding amount" for ALL Customer Ledger Entries is equal to 0 it can be automatically applied. It sound so simple but I actually I don`t know where to start from. Should I mostly use existing standard functionality and code or actually it all needs to be created from scratch? Can you please give me some hints where to start from?
Thanks a lot for your answers.
Cheers
0
Comments
Application Method Field
The Customer Table
Here you can choose how the program will apply payments for this customer.
To determine the application method, click the AssistButton in the field and select one of the two options:
Manual
Apply to Oldest
If you do not enter anything here, the application method will be Manual.
Your choice will have the following effect:
If you select Manual, you must manually specify in the Apply Customer Entries window which sales document a payment applies to.
If you select Apply to Oldest, the program will automatically apply the payment to the oldest of the customer's open entries
Thanks a lot for your quick response.
I need to make it completely automatic, so to loop through all entries for one Customer and to see if the amount is zero. If yes, then I should post them all. From that point on I am confused.
Cheers
how about trying it out in cronus? Apply to oldest should do what you want, the only thing would be a check if the balance of the customer is zero. This is a minor customization then. You could configure it as an additional application method.
with best regards
Jens