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Error when changing AR invoice Due Date (or: Collection Module

  • 1.  Error when changing AR invoice Due Date (or: Collection Module

    TOP CONTRIBUTOR
    Posted 11 days ago
    Hi All,

    We are not using any of the special functionality around the Credit and Collection module.

    However, we sometimes need to modify, for an existing AR invoice, the Method of Payment or the Due Date
    For that I go to AR > Customers > All Customers, and press the [Settle Transactions] on the Collection tab.
    This is the only form I found where the Due Date is available for editing.

    But when I try to modify any field on the Open Transaction I get an error message.

    To make this "intuitive" error message go away, I have to go to the Credit and Collection module, and mark the status of the line as "Disputed"


    Is there a way to turn this behaviour off?
    Maybe there is another form where we can modify the Due Date without obstruction?

    There isn't a similar restriction in the AP module and at the moment we do not have any plans to make further use of the Credit and Collection module, so this becomes just an extra hassle

    By setting an AR invoice as "disputed" are we breaking something else? what are the consequences of setting an invoice as disputed?

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    Zvika Rimalt
    Functional Consultant
    Vancouver BC
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  • 2.  RE: Error when changing AR invoice Due Date (or: Collection Module

    GOLD CONTRIBUTOR
    Posted 10 days ago
    Putting something in a disputed status, primarily removes it from the collection process.  If you are generating collection letters, no letter will be produced for invoices that are in Dispute.  When you place it in dispute, you can assign a resource to follow up by a particular date. I do not think that the dispute is taken off when the follow up date is reached.

    I guess Microsoft has deemed that if you are changing the due date then the invoice is being disputed, so you have to give a reason.  I suppose that this provides an audit trail to prevent a company from simply pushing due dates on past due invoice to make their AR look better than it is.

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    Mark Schurmann
    Accounting Systems Manager
    Automobile Protection Corp
    Norcross GA
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  • 3.  RE: Error when changing AR invoice Due Date (or: Collection Module

    TOP CONTRIBUTOR
    Posted 10 days ago
    Thanks Mark, that's helpful.
    So from your answer it sounds that being on dispute will not exclude the invoice from AR aging...

    I still think you should be able to turn this off using configurable... at least to keep it consistent with AP (oh no, I hope I am not giving them ideas about AP as well....)

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    Zvika Rimalt
    Functional Consultant
    Vancouver BC
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