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MB-800: How to Automatically Apply Customer Payments to the Oldest Invoice in Microsoft Dynamics 365 Business Central?

Learn how to configure Microsoft Dynamics 365 Business Central to automatically apply customer payments to the oldest outstanding invoice. Discover the key setting on the Customer Card page for efficient payment management.

Table of Contents

Question

Your company requires a method to manage customer payments efficiently.
You need to configure the system to automatically suggest applying payments to the oldest outstanding invoice first.
Which setup field should you modify to achieve this?

A. Enable the ‘Default Direct Debit Mandate’ on the Payment Methods page.
B. Set the ‘Default Application Method’ to ‘Manual’ on the Accounts Receivable Setup page.
C. Set the ‘Applies-to Doc. Type’ field to ‘Oldest’ on the Customer Card page.
D. Activate the ‘Payment Tolerance’ feature on the General Ledger Setup page.

Answer

C. Set the ‘Applies-to Doc. Type’ field to ‘Oldest’ on the Customer Card page.

Explanation

Setting the ‘Applies-to Doc. Type’ field to ‘Oldest’ on the Customer Card page will configure the system to automatically apply payments to the oldest invoice, which aligns with the goal statement. The ‘Default Direct Debit Mandate’ on the Payment Methods page is related to payment methods, not the application of payments. The ‘Default Application Method’ set to ‘Manual’ would require manual application of payments, which does not meet the requirement for automation. The ‘Payment Tolerance’ feature on the General Ledger Setup page is related to tolerances for under and overpayments, not the automatic application of payments.

Microsoft Dynamics 365 Business Central Functional Consultant MB-800 certification exam assessment practice question and answer (Q&A) dump including multiple choice questions (MCQ) and objective type questions, with detail explanation and reference available free, helpful to pass the Microsoft Dynamics 365 Business Central Functional Consultant MB-800 exam and earn Microsoft Dynamics 365 Business Central Functional Consultant MB-800 certification.