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Customer payment settlement scenarios

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

The following topics provide examples of how to settle payments with invoices and credit notes.

Scenario: Settle a customer payment with an invoice

Scenario: Automatic settlement and prioritization

Scenario: Cash discount handling for overpayments

Scenario: Settle a partial customer payment and settle the final payment in full before the discount date

Scenario: Settle a partial customer payment before the discount date with a final payment after the discount date

Scenario: Settle a partial customer payment that has multiple discount periods

Scenario: Use one customer payment to settle multiple invoices that span multiple discount periods

Scenario: Settle a partial customer payment that has discounts on credit notes

Scenario: Single-company and cross-company payment settlements