The AGRIS 17.4.0 release has added:

AGS-2373: Enhance Payment Application

The Payment Application screen has been improved to streamline the process for selecting invoices to pay for each payment.  The user may now apply payments to invoices without leaving the payment application grid.  This functionality is more consistent with the other multi-select grids in AGRIS.  

There is now a date range filter criteria on the invoice selection screen.

Open

The payment application grid incorporates a number of changes:

Open

You can now view all invoice, discount and payment information on this screen.  

1. Payment) Applied and Discount Taken fields added to header.

2. Pmt (Payment) Applied, Disc Taken, and Disc Avail columns added.

3. Selection indicated by "X" rather than "*" in the Line column.

4. Select button acts as a toggle.  It applies maximum amount possible or reverses whatever application is already done.

5. Edit button launches the Edit Payments Received screen where the amount applied may be changed.

6. Auto Apply applies the maximum amount possible to the invoices in numeric order based on invoice due date.  Once all of the payment is applied, the view returns to this screen.  Double-click a line to remove an invoice application.  Click Edit if you want to adjust a discount.  

7. Clear All reverses any applications made and starts over remaining on this screen.

8. Back returns to the previous screen.  If the payment remaining is zero the user will be prompted to complete the process and print a receipt.

Note: The user will not be allowed to complete the process if the payment remaining is negative.  This can be the case when applying a credit.