Applying Checks - Automatically Apply

  • 27 March 2023
  • 4 replies

Userlevel 3

Can “Automatically Apply Amount Paid” be turned off on the Load Options screen when loading documents to apply a check to in Payments and Applications? 



Best answer by aaghaei 27 March 2023, 19:07

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4 replies

Userlevel 7
Badge +11

Hi @scottaisd00 

One can manage loading of open documents by enabling or disabling ‘Auto-apply payments’ option on Financial tab of Customer profile. There is no option to alter default selection of Automatically apply amount paid option. Here is the documentation extract for the option I have mentioned.


Userlevel 3


Thank you for your help. But in this instance we only want the check in the Load Documents box to be unchecked. Our Customers Profiles do not have the Auto Apply payment box checked, which is the way we want it. Does this make sense?



Userlevel 7
Badge +8


What you are referring to is not a configuration but a DAC field which it’s defaulted by Acumatica in the properties is set to “true” If you do not like it you will need a small customization to override by False as the default.

[PXUIField(DisplayName = "Automatically Apply Amount Paid")]

as shown in the below screenshot.


Userlevel 3


Understood. thank you for the clarification.


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