D365 Finance & Operations and Dynamics AX Forum

Expand all | Collapse all

Very Large Volume (11,000) lines of Vendor Invoices Needing Settlement for One Vendor

  • 1.  Very Large Volume (11,000) lines of Vendor Invoices Needing Settlement for One Vendor

    Posted 18 days ago
    #Functional
    We are in need of advice regarding a large payment we received that has open for settlement 11,000 lines of invoices.  When we go to select all 11,000 lines Dynamics gives an error: "Please wait. Were processing your request." and then it goes away without the checks and to highlight the lines and without "Marking" to identify which items are being settled.

    Your advice would be greatly appreciated.

    Thank you,

    Johnny Smith​

    ------------------------------
    Johnny Smith
    Mansfield Oil Company
    Gainesville GA
    ------------------------------


  • 2.  RE: Very Large Volume (11,000) lines of Vendor Invoices Needing Settlement for One Vendor

    TOP CONTRIBUTOR
    Posted 17 days ago
    You may perform a payment proposal either through the the vendor payment screen or using the payment proposal automation introduced in the last 6 months.  Filtering the proposal on the vendor in question will result in the selection of any open invoices for settlement.  You can also add a filter by date to limit the selection only those invoices that you want to be settled.

    This may not settle to your exact amount, but you can then edit the payment amount and the related setttlements to match your check.

    ------------------------------
    Mark Schurmann
    Accounting Systems Manager
    Automobile Protection Corp
    Norcross GA
    ------------------------------



  • 3.  RE: Very Large Volume (11,000) lines of Vendor Invoices Needing Settlement for One Vendor

    SILVER CONTRIBUTOR
    Posted 17 days ago
    Hi Johnny,

    I have discussed with Our staff and our AR person has this on the customer side. She settles small batches of invoices at a time against a large payment. She says it is much better this way in case something needs to be unsettled, then you are only dealing with a small amount.

    ------------------------------
    Esther Paradoski
    Ducks Unlimited Canada
    Stonewall MB
    ------------------------------



If you've found this thread useful, dive deeper into User Group community content by role