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[Retha Lambrechts]

In A/R -> Payments -> Payment Journals -> customer payment journal, click on Enter customer payments button. Then enter a customer number and it should show the list of invoices to settle in the grid. 
However it is not showing any invoices for us in the grid.
If we go to Credit & Collections -> Aged balance and select a customer. then on the next screen just above the Open transactions list, click on the Settle-button, it shows the list of invoices to settle. So there are invoices.

Any idea why it is not showing in the Enter customer payments screen? Stepping through the code didn’t shed any light on it either.  

I have a feeling it might have something to do with configuration keys. The default contoso database comes with more keys turned on than what we have turned on. For customer US-026 in the USMF company on contoso, this screen shows the invoices to settle in the grid. Then I changed the configuration keys to be the same as what we have in our UAT. Now it doesn’t show the list of transactions anymore. 
It is going to take forever to turn the keys on one-by one until I find the correct combination.
 
Does anyone know which configuration key or combination of configuration keys control the Enter customer payments form?

Thank you.

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Retha Lambrechts
The Master’s Craft Flooring Company
West Plains MO
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[Retha Lambrechts]

Sorry, I forgot to mention the version. It is happening on D365 Finance and Operations.

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Retha Lambrechts
The Master’s Craft Flooring Company
West Plains MO
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[Ludwig Reinhard]

Hello Retha,
Have you tried selecting a different customer account?
In my environments everything is working fine.
Yet, it takes a while to load all the records especially if you have a lot of open invoices.
Are you possibly running an older Dyn365FO environment?
If this is the case, get the latest platform update installed.
Best regards,
Ludwig

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Ludwig Reinhard
Sycor
Goettingen
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[Nirav Modi]

?Good Day !!

Please try clicking on Settle Transaction selecting Line you want to settle for Payment, as mentioned on other post you can try selecting other customer or entering another Payment line.

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Nirav Modi [Designation]
Project Manager – Ax
Indusa
http://www.indusa.com
00919426381531
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[Retha Lambrechts]

Hi Ludwig,

We are on the latest platform.
It was a configuration key that was turned off as I have suspected.
We turn off the keys which functionality we are not using. However I have found up till now 3 configuration keys that MUST BE turned on regardless if one uses its functionality:
Expense Management, Intercompany and now Intercompany accounting.
One thing to also remember, when you turn on a configuration key, you have to manually do the DB sync in visual studio. It doesn’t do it automatically like in AX2012.
The Intercompany accounting configuration key was the one that caused the problem on the “Enter customer payments” form not showing the invoices to settle. 

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Retha Lambrechts
The Master’s Craft Flooring Company
West Plains MO
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[Zvika Rimalt]

you did not mention your version, so your menu path may vary…

Go to All Customers >Collection tab > Settle Transactions button
Does your invoices show up on there?

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Zvika Rimalt
Functional Consultant
Vancouver BC Canada
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[Christi Weber]

?We are in AX 2012 R2 – I am not sure if this is the version you are in.  However, we have had this happen.  Typically, it is one of two things for us – either the invoice we are trying to settle is under another, similar, customer name, or the invoice/payment itself is already “marked” for settlement in another way.  You can tell if this is the case by going to Collect–>Settle Open Transactions–>Inquiry–>Specifications.  Look at each button to see if something is populated.  If so, you’ll have to go to that particular item and “unmark” the settlement before you can see it under the payment journal.

In other cases, the invoice/payment is showing as “marked” and there is no visible reason for it.  In these cases, we’ve had to go to our software vendor to fix behind the scenes.  I hope this helps.

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Christi Weber
Accountant II
ICM Inc
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