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title description author ms.author ms.topic ms.date ms.reviewer audience ms.search.region ms.search.validFrom ms.search.form ms.dyn365.ops.version
Settle customer consolidated invoices by using settle transactions
Learn about payments that are made and settled against consolidated invoices, including a step-by-step process using the JPMF demo data company.
kfend
kfend
how-to
08/29/2018
johnmichalak
Application User
Japan
2016-06-30
CustConsInvoice_JP, CustTable, CustOpenTrans
Version 7.0.0

Settle customer consolidated invoices by using settle transactions

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In Japan, payments are made and settled against consolidated invoice.

This procedure walks you through settling a consolidated invoice using settle transactions.

Before you begin this procedure, make sure that a consolidated invoice is created and confirmed, and a payment has been posted.

This procedure was created using the demo data company JPMF.

  1. Go to Accounts receivable > Periodic tasks > Consolidated invoice.
    • Confirm the consolidated invoice you want to settle is at status of Confirmed.
    • Create and confirm a consolidated invoice.
  2. Go to Accounts receivable > Customers > All customers.
  3. In the list, mark the selected row.
    • Select the customer that you want to settle the consolidated invoice for.
  4. On the Action Pane, click Collect.
  5. Click Settle transactions.
    • Use Consolidation ID field to confirm the consolidated invoice that you want to settle.
  6. Find a line to settle and select the check box for that line
    • If you're running this procedure as a task guide, you might need to unlock the task guide before you can select the record.
  7. Find another line to settle and click the check box for that line
    • If you're running this procedure as a task guide, you might need to unlock the task guide before you can select the record.
  8. Click Post.
  9. Go to Accounts receivable > Periodic tasks > Consolidated invoice.
    • Confirm that the status of the Consolidated invoice is updated to Settled.

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