An error occurred while working on a payment?
Don't worry, you will find below the explanation of this error and how to handle this message.
First, here is a list of the validation rules available on the payment object:
Date_de_reglement_anterieure_a_facture
The payment date cannot be earlier than the invoice date.
Reglement_sur_facture_brouillon
A draft invoice payment should be a pending payment.
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When creating a payment
You would like to...
Add a payment to a draft invoice
Message: A draft invoice payment should be a pending payment.
Explanation: The validation rule Reglement_sur_facture_brouillon ensures that the invoice to which the payment is linked is in the issued state (and therefore - potentially - sent to the customer), before the payment is no longer considered a pending payment. If the invoice remains in draft status, and is therefore not sent to the customer, it does not make sense that the payment is no longer pending.
Setting a payment date prior to invoice date
Message: The payment date may not be less than the invoice date.
Explanation:
The invoice date is the date the invoice is issued. Following issue, the invoice is sent to the customer. After receiving the invoice, the customer can proceed with payment.
The validation rule Date_de_reglement_anterieure_a_facture prevents a payment date prior to the invoice date from being entered in order to ensure this logical sequence.
How to deal with this message:
(1) If the user has made a mistake when entering the payment date, just change to the correct date.
(2) If your business process is not compatible with this validation rule, we still recommend that you provide the invoice to the customer immediately upon receipt of payment.
How to avoid this problem in the future:
In the second case, please review this business process, to make the steps clear to all users. It is strongly advised to respect the chronology: invoice date < payment date.