[Justin Cooper]

Hi,
We are trying to transfer a credit from one customer to another. We are using the Customer Payment Journal . We put in the original customer info, choose to settle transactions for find the credit. We  then change the offset account to customer and then select the customer it should be applied to.

The issue we are having is that we get the following message:
There can only be one vendor or customer transaction per voucher.

Any ideas on what we might be missing? This worked fine in earlier versions of d365 but for some reason it isnt working now.

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Thank you,
Justin Cooper
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[Phil Dawson]

Hi Justin,

Microsoft made a change in V8.0 to prevent people posting to multiple customers, vendors or bank accounts on the same voucher.  There was a thread earlier about bank transfers that has a few links and contributions here; https://www.axug.com/axug/communities/community-home/digestviewer/viewthread?MessageKey=0c7a9e76-99b4-40da-a372-a050b4fc57e0&CommunityKey=af0dadbe-c222-4660-9d1e-a9e3416c837a&tab=digestviewer#bm6dced078-5264-4021-a010-675dc9c0acce

Cheers
Phil

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Phil Dawson
Data#3 Limited
Toowong
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[Justin Cooper]

Hey Phil,
Thank you for posting this! I actually stumbled upon that same Microsoft doc that you reference in the other post a few minutes ago – that is exactly what we were looking for and it provided the guidance we needed.

Thanks for the help!

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Thank you,
Justin Cooper
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[Mark Schurmann]

We are working on our 8.1 upgrade as well and are having issues with the Accounting source Explorer throwing errors.  We have a ticket open with Microsoft who says that they can’t recreate the issue.  We done a little research and we suspect that the problem is related to the one voucher functionality.  I’d be interested to know if others that have the “allow multiple transactions within one voucher” flag turned on get a similar error.

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Mark Schurmann
Accounting Systems Manager
Automobile Protection Corp
Norcross GA
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