Finance | Project Operations, Human Resources, ...

CUSTOMER PAYMENT JOURNAL-POSTING

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Posted on by MH-12092052-0

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Hello all,

my teammate here when she posts a payment for an account, she used to be able to have the always option picked automatically or if she selects the firstline to always all the other field int hat screen will pick always can you guide us on how to do so.

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Dynamics 365 Finance

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Martin Dráb 237,424 Most Valuable Professional on at

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CUSTOMER PAYMENT JOURNAL-POSTING

Moved from Integration, Dataverse, and general topics forum to Finance | Project Operations, Human Resources, AX, GP, SL forum.

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Sathish Kumar Palan... 370 on at

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CUSTOMER PAYMENT JOURNAL-POSTING

Hi

When you enter the customer invoice number first after creating the line, all other values and default master data defined in the transaction are automatically populated

are you looking for how to setup default masters ?

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André Arnaud de Cal... 300,488 Super User 2025 Season 2 on at

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CUSTOMER PAYMENT JOURNAL-POSTING

Hi,

Can you explain if your teammate now has issues or if you are trying to complete the work now where the behavior is different? In case the teammate is performing the task, are you aware of a recent update in your environment?

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MH-12092052-0 295 on at

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CUSTOMER PAYMENT JOURNAL-POSTING

Hello Sathish, indeed I am looking how to set it up please.

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Sathish Kumar Palan... 370 on at

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CUSTOMER PAYMENT JOURNAL-POSTING

Hi

Could you explain more about

"selects the firstline to always all the other field int hat screen will pick always "

What are the fields please list out to auto papulate?

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MH-12092052-0 295 on at

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CUSTOMER PAYMENT JOURNAL-POSTING

Hello, you were going to let me know how to set it up so that it always picks the always option, how an I do that

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MH-12092052-0 295 on at

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CUSTOMER PAYMENT JOURNAL-POSTING

Hello Sattish, I am still waiting on you please, kindly let me know how I can set it up by default

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Arvind Bharti 657 Super User 2025 Season 2 on at

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CUSTOMER PAYMENT JOURNAL-POSTING

Hi,

If i understand correctly you want the use cash discount value always for all the lines.

I see there is a button on your screen Mark by priorty, is that customized , if you click does that mark rest of the lines with same value?

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