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Purchase Order Prepayments - Partially Apply Invoices

  • 1.  Purchase Order Prepayments - Partially Apply Invoices

    TOP CONTRIBUTOR
    Posted Dec 06, 2018 10:00 AM
    Currently, when you create a prepayment against a PO, when the subsequent invoices are keyed, those invoices are always 100% applied towards the prepayment balance.

    I'm pretty confident that as of GP 2018 at least, we cannot adjust the amount of the prepayment that's applied to the invoice (we'd like to apply 50% of prepay balance towards invoice and cut check for other 50% of invoice).

    Has anyone found a workaround, have a process that they're using and might recommend, and/or found a 3rd party that can perform the partial apply functionality?

    Thank you,
    Kyle

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    Kyle Malone, CPA
    GP Admin - CGB Enterprises, Inc.
    Lead Consultant/Blogger - http://ALaCarteGP.com
    Chapter Leader - Louisiana (New Orleans)
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  • 2.  RE: Purchase Order Prepayments - Partially Apply Invoices

    Posted Dec 06, 2018 03:05 PM
    This is a good link referring to the use of purchasing prepayments.  From what you've said, you want to show just a deposit on the PO and that's allowed (actually what it was designed for). IF you are asking how you can AFTER posting, change the applied amount and move a prepayment to a different invoice, that isn't how it's been designed.
    https://community.dynamics.com/gp/b/dynamicsgp/archive/2017/05/23/purchase-order-processing-refresher

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    Lisa Simpson
    Emergence Corporation
    Hamilton Bermuda
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  • 3.  RE: Purchase Order Prepayments - Partially Apply Invoices

    SILVER CONTRIBUTOR
    Posted Dec 10, 2018 08:32 AM
    @Kyle Malone  please check out the Paradigm Technology Vendor Deposits module.

    https://ptcllc.com/home/gp-enhance.html



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    Michael Gummel
    Prod Engineer
    Paradigm Technology Consulting
    Allentown NJ
    mgummel@ptcllc.com
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