Dynamics 365 for Finance and Operations
Vendor invoice marked for payment by another user
Microsoft Dynamics 365 for Finance gives you the ability to select vendor invoices via the payment proposal/settle transactions in the vendor payment journal.
When there are multiple payable users making vendor payments, two users should not be double paying an invoice, so D365 marks the invoice selected by the user and will not allow the invoice to be selected for payment by any other user. If another user tries to select the invoice that is already selected for payment, system will throw an error “This transaction has been marked for settlement by Payment proposal YYY in company XXXX”.
If a user wants to release the selected the invoice to make payment, user needs to know in which journal this invoice is selected for payment. There may be thousands of invoices and hundreds of journals, it will be like looking for the needle in the haystack.
In this article, we are going to see how to find that journal in which the invoice is marked for payment:
First, let’s create a new vendor payment journal click settlement and select an invoice for payment.
In settle transactions, see the invoice 41354153 is marked for payment.
Now, if we want to make payment to this invoice, first, we need to release the invoice from the marking:
Click Inquiry just above the invoice list tab and select settlement location.
In settlement location, you will see the journal in which the invoice is marked for payment.
Now, if you want to remove or delete the journal to release the invoice, click “open journal form” above the date. It will take you to the journal; from here, you can remove the hold/marking.
Click lines to see the invoices that are marked.
Lastly, click settlement here to see the invoice and remove marking or you may delete the line to release the invoice.
If you’d like to learn more about how Dynamics 365 Finance or have questions, SIS can help you to become more productive and efficient, contact us to speak with one of our experts.
