Bill selection in a vendor payment

Question

Hi:There was a focus group on selecting/checking off bills in a vendor payment. The check off proposed feature was very interesting. However I could not find that feature in 2019R2 and 2020R1. Was that ever implemented? This was documented in the video: https://www.youtube.com/watch?v=Z6yTlgJ8dmsThe same feature was discussed for AR. Selecting/checking off invoices for a customer payment.Is it documented somewhere what happened to those proposed features? Thanks for your helpToon SIx

vkumar · Accepted Answer

Hi,Here is the initial feature request link. Its been marked as ‘Future consideration’. As Hannah pointed out, the feature has already been included on AR side, but not yet on AP side (Shipped feature request :https://community.acumatica.com/ideas/select-payment-for-multiple-invoices-in-ar-when-applying-payments-1769)Feature request link which includes AP:https://community.acumatica.com/ideas/automatically-load-outstanding-invoices-and-bills-in-ar-ap-payments-screen-369Regards

Hannah Barnes · Answer

Hello Toon Six!It looks like you are talking about the feature in AR on the Payments and Applications form (AR302000); when you load a Customer, all open Invoices are listed in the Documents to Apply tab, and you can select/check the invoice to which you want to apply a payment.This IS available starting in 19R2! You can review the details starting on pg. 28 of these Release Notes: http://acumatica-builds.s3.amazonaws.com/builds/2019R2/PDF/AcumaticaERP_2019_R2_ReleaseNotes.pdfThe youtube video of the focus group you referenced above only shows the Payments and Applications features new in 19R2. I don’t see where those same features are available currently in AP on the Checks and Payments form; but that could be a nice suggestion in Product Ideas here on the Community!

Bill selection in a vendor payment

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