Avoiding error on Payment window due to allocated amt vs entered amt
Description
Here is small improvement suggestion.
Mentioning what is happening currently first. 1. Create 2 invoice for same Business Partner. Say having amt $20 and $30. and Complete this invoices. 2. Go to payment and create a payment header for same business partner. 3. Go to allocation line and allocate 100% of amt from above created invoice 4. Go to payment header and update amt to $40 and complete payment. Document will not be completed and it will show errors.
Improvement I am suggesting is as per below 1. when invoice is mentioned on header, disable allocate tab 2. Once allocation entry are added, disable invoice field. 3. When we save update allocate lines, updating amt, write-off, discount, under over paid etc field on payment header so user need not to enter it.
This is just suggestion to make behavior more user friendly. Thoughts are welcome.
Environment
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Attachments
4
09 May 2020, 06:11 PM
09 May 2020, 06:08 PM
09 May 2020, 06:03 PM
09 May 2020, 06:02 PM
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Carlos Ruiz May 19, 2020 at 7:47 PM
Closing as potential idea.
Anna Fadeeva May 9, 2020 at 6:19 PM
Edited
I think that may be add rule for variant 2 as in variant 1.
The adjustment of the amount of payment should be deliberate, as this is a liability.
Therefore, the error in the complete of the document should remain.
Here is small improvement suggestion.
Mentioning what is happening currently first.
1. Create 2 invoice for same Business Partner. Say having amt $20 and $30. and Complete this invoices.
2. Go to payment and create a payment header for same business partner.
3. Go to allocation line and allocate 100% of amt from above created invoice
4. Go to payment header and update amt to $40 and complete payment.
Document will not be completed and it will show errors.
Improvement I am suggesting is as per below
1. when invoice is mentioned on header, disable allocate tab
2. Once allocation entry are added, disable invoice field.
3. When we save update allocate lines, updating amt, write-off, discount, under over paid etc field on payment header so user need not to enter it.
This is just suggestion to make behavior more user friendly. Thoughts are welcome.