Applying prepayment to a Sales Order

Finance and Operations/AX User Forum
1

Hi All,

If I have a prepayment for a customer, I enter it into an AR Payment Journal and tick the prepayment box. Is there any way of then associating the Prepayment to a Sales Order? so that when the sales order is invoiced the payments will be automatically applied?

Is this possible?

Thanks

Kirk

2

You can apply the prepayment from SO>Invoice> Settle open transactions.

3

That would have worked if an invoice was done, but it is still at a Sales Order level and they want to apply the prepayment to the sales order.

Thanks

4

are you working on AX2012? if so, have you tried to achieve the same using the prepayment functionality. It allows you to record the prepayment against the SO.

5

I think we do not have the prepayment invoice functionality for sales order , what is available for purchase order .

6

working on AX2009

7

The only solution is you need to enter it into an AR Payment Journal and tick the prepayment box and You can apply the prepayment from SO>Invoice> Settle open transactions.

8

You can do it even before the Invoice is posted to SO. From SO>Functions> Open transaction editing> select your payment.

Once if you post the SO>invoice, automatically the payment will be applied

9

Dear Santosh,

Our customer are using AX 1012 R2 and I’m looking for a way to apply prepayment for sales order in advance generating invoice but couldn’t find any solution.

Do you think it should be handled by customization or there is standard functionality.

Best,

10

There is no direct linking available for SO and Payment in AX 2009.

You can check the payment transaction on Sales Order and then it will be applied when Sales Order invoicing will happen.

I had the same requirement and it was customized, because customer was not agreed to above workaround\ arrangement.

Thanks,

Sachin