To access the form, click: Accounting > Service Tools > Mutual Settlements.
The Mutual Settlement documents can be used to register the settlements between the entity and its customers or the entity and its suppliers. Accounting for settlements with suppliers and customers is an important element in the ERP system. A settlement generally refers to agreement between two or more parties to offset debt documents so that a positive balance remains in any of the involved accounts.
The list of Mutual Settlements
The list of Mutual Settlements includes all the documents of this type that were created. Documents are listed with their reference numbers, dates, amounts, and transaction types. If you don't see a specific document, rearrange the list by date, transaction type, reference number, or amount. Also, you can use the Search field to locate the document you need. You can change the list display settings to suit your particular needs; for details, refer to Working with the item list.
The settlements of the following types can be registered in the system:
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To create a new Mutual Settlement document, click the Create button on the toolbar.
To edit the existing document, double-click the line with the document. Alternatively, select the line with the document, right-click it, and select Edit or click More actions (in the upper right corner of the form) and then select Edit.
If you need to copy the selected document or perform other operations, refer to List Toolbar.