Hello,

On AP, when you pay a vendor's invoice partially, it changes the amount in Discount base and Maximum payment to zero. So the next time you pay partial or full, you have to enter the maximum payment first and then cut the second partial or full payment.

The Maximum payment use to just change to the current balance whenever you partially pay an invoice.

May I know if I missed a step in the upgrade for this to happen?

Previous version AP 8.1F (130826)
Upgraded to version AP 9.2A (150310)

Marlon

Hi Marlon,

From a reply in another forum:

The option for 'Set Amt Payable to Inv Balance is not new to version 9.2A. It was introduced in version 8.1E, in Nov 2012. Just to make sure that this part is clear.

For legacy reasons, Adagio Payables has always made the assumption that, if the entire invoice is not paid, the invoice was likely in dispute, and subsequently set the Maximum Payment amount to 0.00 (again assuming that the remainder of the invoice would not be paid). As a result, in order to pay the invoice, you had to go into Payment Control or the transaction detail in Edit Vendor and change Maximum Amount to reflect the balance of the outstanding invoice. This behavior is now optional. The 'Set Amt Payable to Inv. Balance' option has been added to the System/Report Options tab in the Company Profile. It defaults to off on conversion to 8.1E.

This fix was made in version 9.2A:

For Manual Check Payments, the Maximum Payment for invoices was being ignored. The Current Balance was defaulted as the Payment Amount. If the Check date made it eligible, Discounts were calculated. Manual Checks now matches System Checks; the Payment amount is now limited to the Maximum Payment and Discounts are not calculated when the Maximum Payment is not equal to the Current Amount.

If you regularly partially pay invoices you should be aware of this company profile option and the ramifications when it is enabled or disabled.

Hi Marlon

If you want 9.2A to work the same way the older versions worked, you should enable the "Set Amt Payable to Inv Balance" box in Profile.

Then you should identify all invoices that were partially paid prior to making that change, and increase the maximum payment for each one to the outstanding balance. You can see the list and make the changes under Payment | Payment Control. It can be tedious but it's a one-time operation.

Steve

Thanks Andrew.

Hello Steve,

I'll run the list in GridView to see all invoices that were partially paid and make the change there as well.

Thanks.

Marlon

Hi Marlon

Unless you own GridView Read/Write, you can't "make the change" there.

While that would work, you can more easily see what needs to be adjusted under Payments | Payment Control, and you CAN change it there.

Steve

Thanks Steve,

We had this issue today. We changed the profile to "Set Amt Payable to Inv Balance" and fixed the problem with Payment Control.