Payment distribution is yellowed out and cannot be edited

The payment distribution is yellowed out when editing the Credit Account when the payment is unapplied and not posted.

Possible Causes:

  • If  the Business Rule is selected to use a single AR summary account and never post transactions, the Credit side of a Payment will be uneditable
  • A Transaction Business Rule is marked to not allow Default Accounts to be edited
  1. Go to General Ledger
  2. In Configuration, select Business Rules.
  3. Highlight Transaction.
  4. Unmark the 'Do not allow a Default Account to be edited or used as the primary' checkbox.
  5. In Records, open the credit account and edit the Payment Distribution.
  6. Return to Accounts Receivable 
Note: These changes made in Business Rules in General Ledger are not retroactive.

Environment

 7.78.687, patch 10

Was this article helpful?


Thanks for your feedback! Did this solve your issue?

Comments (optional):


Thanks for your feedback!
We're glad it was helpful but sorry it didn’t solve your issue. If you need assistance, click Chat with Support below.
We’re sorry to hear that. Please tell us why.

 I don't like how this works.

 The answer is confusing.

 The answer didn't match what I was searching for.

Additional Comments (optional):


Thanks for your feedback! If you need assistance, click Chat with Support below.
Thanks for your feedback. Help us make our products even better by sharing details in our Idea Banks or our online Community.
Thanks for letting us know. We'll work on clarifying the information in the article. If you need assistance, click Chat with Support below.
Thanks for letting us know. We'll work on updating the search engine to return more relevant results.