Comments
Hello,
I am new here. I wante to share with you my setup as now it works fine.
- Sales & receivables Setup "Prepmt. Auto Update Frequency" = Daily
- Job queue "383" "= Upd. Pending Prepmt. Sales" = Enabled several times a day
- Sales Order completed with 100 as "Prepayment %"
Processes :
- Sales order sent for approval, status changed to "Pending Prepayment"
- Prepayment invoice posted
- Cash Receipt Journal created Payment applied on Prepayment Invoice no.
- Job queue runs.
Result : Status changed from "Pending Prepayment" to "Release"
Category: Sales
Hi,
We also found that set up and it is useful. From our prespective it would be useful if there was a new status "Payment recieved", since if there are several opertaions involved you might not want to realse the document just because it has been payed. Hope you can look into this.
Best Regards,
Category: Sales
From "Sales & Receivables Setup" you can find setup "Prepmt. Auto Update Frequency", where you have options Never, Daily, Weekly.
By selecting Daily/Weekly, a Job Queue Entry is created, which is set run according your selection. The object is Codeunit 383 - Upd. Pending Prepmt. Sales. Obviously, the Job Queue can be set to the recurrence of your needs-
The status will change from "Pending Prepayment" to "Released"
Category: Sales
Hi,
Great to see that the idea is under review. We find it specially critical when the user/department registering the payment is different from the user that has to release the sales order. With the current logic companies that need to use this functionality are forced to have an additional manual process in place (email/call) which diminished the value proposition of Business Central. We are looking forward seeing this change implemented the coming releases.
Thanks you very much!
Category: Sales
Hi Jodi,
Is this something that's being considered? We would like to see this change applied.
Category: Sales
Hi Katrina,
I did some additional testing and mine is behaving like yours, where the status does not change. This is a good suggestion and we will see if that is something that can be changed. Thank you for the suggestion.
Category: Sales
Hi Jodi,
I submitted a ticket to the D365 Business Central team and they are seeing what I am seeing. The prepayment status does not change when the prepayment invoice is paid. They said they will reach out to you to see if you are on a different development version. In the meantime, can you pleas change the status of this idea back to "New" so users can vote on it? Thanks.
Category: Sales
Hi Jodi,
I have just tried again and the Sales Order did not update after I paid the prepayment invoice. I have tried in multiple client environments and it was the same thing. I will submit a ticket if it should be updating the status.
Category: Sales
Business Central Team (administrator)
Hi Katrina,
I tried the same steps that you did and posted the prepayment invoice, then paid the customer invoice with a cash receipt journal entry. The status of my sales order did update to Open then, it didn't stay at Pending Prepayment. Have you tried entering another one to see if it was just a fluke? If you can repro the steps I would suggest entering a support ticket so it can be tracked as a bug, if indeed it is a bug.
Jodi Christiansen
PM, Microsoft