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Dear Experts ,

I came across with the customer request to automate customer off-sets with one to one full invoice payments , one payment for multiple customer invoices, partial payments, advance payments , multiple payment for one invoice , Part payments , partly cash payment and partly cheque payment . However , it is not possible to automate customer off-set according to my understanding . However , we might be able to route customer invoices such as partly paid ones , advance invoices on customer wise in the back end . Now , we are considering it currently . Kindly help me with your views on the subject matter  to overcome this customer requirement ?

 

Hi @XitThejaG,

Have you tried with Customer offset proposals which allow user to perform customer offset in bulk. 

 

Best Regards

Narmada

Usually I use this one 

 

This customer offset proposal doesn’t seem to do partial applications of payments.   Were you able to successfully run it?   Ideally would like to apply all payments/credits to open items even if a partial application .   IFS doesn’t seem to have this ability unless you do manually which can be time consuming if you have hundreds of customers.   Thank you

Hi,

You are right. Using automatic proposal  you can not create the partial offset :(

Additional issue is that you can not provide the real payment date, you have to use sysdate. It is important for interest invoice  calculation.

 

/Marek

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