Is there a way to stop the maximum payment from being set to zero if a partial payment has been made against an invoice? We have a number of vendors who allow us to pay their invoices over a period of 3-8 months. So each month there's potentially 20 or so invoices that have partial payments made on them. We have to go into payment control, reset the max payment back to the outstanding amount, and then go ahead and make a partial payment...only to have the max payment reset back to zero, and then we have to go back into payment control to reset it back to the o/s amount. Every month. One particular vendors has 15-20 invoices at any one time that this process is done on. Needless to say it's a huge pain (I don't recall this happening before the A/P upgrade to 9.2A but I could be wrong), Is there a work-around for this?

Thanks,
Jean

Hi JeanB,

Yes. In the Payables company profile, on the System Options tab, enable the setting 'Set Amt Payable to Inv Balance'. Whenever a partial payment is applied to an invoice, either through a manual check batch entry or a system check run, the Max Payment will not be set to zero but instead the amount remaining on the invoice.

This option has been in Payables since 2012.

Thanks so much for the quick reply! I love it when my problems can be solved with a quick tick. I think the option probably defaulted to be disabled when we did the upgrade.

Jean:

Nope, it's always been that way. Prior to version 8.1E (2012) it was defaulted to = $0 with no option to change. When version 8.1E came out you could change the option as Support has pointed out.

But until 9.2A, the maximum payment was not enforced when entering a manual check. That is why you never noticed the setting before.

As I've mentioned in other postings, almost all of my clients who have noticed are unhappy that the maximum payment is now being enforced, and are changing the setting as you have done. I've yet to hear from one that is happy about the change in enforcement.

Steve

Rarely do people write when they are happy.