tag:blogger.com,1999:blog-3574282271189028439.post7496071339264522386..comments2023-07-29T23:07:52.328-07:00Comments on AX for ERP: Automatic Settlement for Customers and Vendors in Microsoft Dynamics AXChandu Nareshhttp://www.blogger.com/profile/15793766532086950133noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-3574282271189028439.post-44567030669116542342018-05-29T05:55:38.583-07:002018-05-29T05:55:38.583-07:00This comment has been removed by the author.Anonymoushttps://www.blogger.com/profile/17660953739658743826noreply@blogger.comtag:blogger.com,1999:blog-3574282271189028439.post-87060052114907996862018-05-21T11:28:30.742-07:002018-05-21T11:28:30.742-07:00Are the unsettled transactions from difference pos...Are the unsettled transactions from difference posting profile? If so AX only settles transactions from the same posting profile, especially prepaymentsAzzahttps://www.blogger.com/profile/14694884884690504887noreply@blogger.comtag:blogger.com,1999:blog-3574282271189028439.post-7525937473988536572018-04-04T06:34:45.531-07:002018-04-04T06:34:45.531-07:00Hi,
Thanks for the nice explanation!, I have done ...Hi,<br />Thanks for the nice explanation!, I have done all the above mentioned set up, I have even open customer invoices, still when I post the settlement its not settling automatically with invoices am I missing anything? And in the ledgerJournalTrans table they are setting settlevoucher field to Opentransact, Can you give me a hint in which class exactly auto settlement is happening so that I can check.I am using D365 enterprise edition (7.3) and Update 12.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3574282271189028439.post-37050098961754600952018-02-03T07:14:35.769-08:002018-02-03T07:14:35.769-08:00Settlement is normally based on posting profiles. ...Settlement is normally based on posting profiles. <br /><br />You may try a workaround by creating separate posting profiles for separate groups of customers (However the limitation is that the user needs to select the posting profile at the time of journals)<br /><br />The best way is to make a customization under the AR Parameters >> Settlement Tab, when the Automatic settlement button is enabled, add an additional customization where the user can select the Customer Groups for which the automatic settlement needs to be applied.<br />Chandu Nareshhttps://www.blogger.com/profile/15793766532086950133noreply@blogger.comtag:blogger.com,1999:blog-3574282271189028439.post-1799629723771449762018-02-01T15:31:56.807-08:002018-02-01T15:31:56.807-08:00Nice post.
Is there a way to select automatic sett...Nice post.<br />Is there a way to select automatic settlement only for a certain groups of customers?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3574282271189028439.post-13279223751445792312018-01-04T04:33:15.857-08:002018-01-04T04:33:15.857-08:00This comment has been removed by a blog administrator.Santosh Kumar SInghhttps://www.blogger.com/profile/09001810086040409405noreply@blogger.comtag:blogger.com,1999:blog-3574282271189028439.post-10341930967269785322017-06-19T10:25:18.004-07:002017-06-19T10:25:18.004-07:00Wow, great! That's what I've been looking ...Wow, great! That's what I've been looking for a long time. I needed a packet of helpful writings. I got the software suport from <a href="https://ax-dynamics.com/dynamics-365/pricing" rel="nofollow">anegis</a> and I've already started writing e-mail to ask the same thing. Thank you very much! Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3574282271189028439.post-67236394251863622822016-12-20T04:20:55.096-08:002016-12-20T04:20:55.096-08:00I am regular reader of your blog and no doubt it a...I am regular reader of your blog and no doubt it all stuff is awesome. The best thing about your sharing and posting is that you always provide content that is helpful for both the newbie and experts.<a href="http://www.globalerpteam.com/services" rel="nofollow"><b>Microsoft Dynamics AX consultants</b></a>Bhartihttps://www.blogger.com/profile/03388324639690186323noreply@blogger.com