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In Dynamics AX the Transaction reorganizing button is disabled when the transaction to be paid has a blank Invoice field


Symptoms

The ‘Transaction reorganizing’ button is disabled whenever the Invoice field is blank on the ‘Open transaction editing’ form. For transactions created from the Sales tax payment process, the Invoice field is always blank.

In Brazil, sometimes sales tax authority allows the company to split the tax payments (in 2 or more installments with different due dates) and this is why this button is needed. This is not a legal requirement, but it is an option that some customers have when paying to the tax authority.

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Cause

This is how the feature was designed.  The validation of the Invoice field happens so customers can avoid a scenario where they may have several open transactions (in the open transaction editing form) and decides to split them. In this situation he will not be able to later identify where these split lines came from because the Invoice field is blank for all of them. He will then have several split lines and this may cause a confusion and also a lost on the transactions' tracking.

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Resolution

As a workaround, the user can do partial payments (adjusting the payment amount at the Payment journal), or create a new transaction through an Invoice journal (reversing the original one). Since invoice number is mandatory, the user will be able to use the ‘Transaction reorganizing’ button and then split the total amount over several installments.

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Keywords: kbmbspartner, kbmbsmigrate, kbsurveynew, kb

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Article Info
Article ID : 2469908
Revision : 1
Created on : 1/7/2017
Published on : 8/5/2011
Exists online : False
Views : 118