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Status Idea Accepted - Gauging Support
Categories Suggested Payments
Created by Mark Haggerty
Created on Nov 9, 2023

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Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit S200UK-I-2579 Amend Generate Suggested Payments to be able to add Filters, Either for Analysis code or bare minimum Payment Group.

Run Suggested Payments by Payment Group(s) Merged

Rather than Suggested Payments being generated for all suppliers, it would be useful to select the payment groups first.
We currently use all 10 available groups, e.g., stock for resale, sundry, rent and rates & utilities, etc.

  • Mark Haggerty
    Reply
    |     Jan 11, 2024

    Tony, Jo,


    Thanks for the support, interest and feedback. We were aware of the option to filter 'after' and that may be okay where there are a relatively small number of suppliers, but as we have many this functionality is something that would save us, and I am sure others, a lot of time.


    Thanks again,

    Mark

  • Tony Davis-Coyle
    Reply
    |     Dec 4, 2023

    Hi Jo,

    After going through through the process 'Generate Suggested Payments' the user is prompted to run the report. Click on 'No'.


    Then go to Purchase Ledger\Period End Routines\Payment Processing\Report Suggested Payments. This report has the payment groups as a criteria already.

  • Admin
    Jo Kirkup
    Reply
    |     Dec 4, 2023

    Hi Tony, can you clarify your comments further please?

  • Tony Davis-Coyle
    Reply
    |     Dec 4, 2023

    You already have this functionality

    Rather than running it at the end of the 'Generate Suggested Payments' process. Run it afterwards, there is a criteria for payment group out-of-the-box.

  • Caroline Neal
    Reply
    |     Nov 20, 2023

    Agreed. I don't use this function at the moment due to being unable to do this. It will be very useful to be able to do this and be able to use this part of the system.

  • Greg Barr
    Reply
    |     Nov 17, 2023

    this would be great

  • Richard Gourlay
    Reply
    |     Nov 17, 2023

    Great idea