Let's say we have an invoice for $4,000.00 due in quarterly installments. In the past, our data entry clerks have entered the full amount of the invoice and then applied the installment amount in the Edit Payment screen in a manual check batch as the installments become due. We would get a warning "Applied amount cannot be greater than the maximum payment" regardless of the amount of the payment but we could enter through and save the payment details.

Since upgrading from 8.1F to 9.2A we can no longer do this without first going to Payment Control and changing the Max Payment. The same is true for any invoice we have had to apply an adjustment to (eg. to correct a typo made when entering an invoice). When attempting to apply the payment amount in the Edit Payment screen, the warning "Applied amount cannot be greater than the maximum payment." appears and goes into a loop regardless of the amount entered. Pressing the space bar on the invoice to try to apply the full amount outstanding, whether its the final installment or the total amount of an invoice that was adjusted, just skips to the next line. No payment details can be saved for these invoices without first going to Payment Control to change the Max Payment, slowing the completion of a Manual Check run a bit.

Hi Sonja,

Check out either of these threads:

http://softrak.com/ubbthreads/ubbthreads.php/ubb/showflat/Number/46247/Searchpage/1/Main/10095/Words/maximum%2B+payment%2B+ap%2B+9.2A/Search/true/Re_A_P_maximum_payment#Post46247

http://softrak.com/ubbthreads/ubbthreads.php/ubb/showflat/Number/46128/Searchpage/2/Main/10013/Words/maximum%2B+payment%2B+ap%2B+9.2A/Search/true/Re_AP_9_2A_150310_Maximum_Paym#Post46128

Lauren

Hi Sonja,

In Payables 9.2A, the manual check process respects the maximum payment amount of an invoice. If you partially pay an invoice, it sets the maximum payment amount to $0.00 (which it has done for a long time). However, in 9.2A, in the Company Profile, there is a System Option to set the Maximum Payment Amount equal to the remaining balance of the invoice. This may solve your problem.

Let me know if that works.

Hi Sonja,

This is because the upgrade to 9.2A "fixed" a bug for manual check payments. From the release note:



You can avoid the maximum payment control by going to the company profile>System Options tab and enabling the "Set Amt Payable to Inv. Balance" option.

Andrew beat me to it! :-)

Thanks you two! I did go into the Company Profile before I posted this query and tried enabling the "Set Amt Payable to Inv. Balance" option, it didn't seem to do the trick. Am I correct to assume that this setting will only be applied to new invoices posted AFTER this option is enabled? We will still need to manually change the Max Payment for any invoices already posted?

I think one of the threads Lauren suggested just answered my last question. Thanks everyone!