Job page · Cash and bank management

Settlement in queue

A page that lists payment settlements that were queued to run separately from payment journal posting.

Used by: Accounts payable clerk, Accounts payable manager, Collections agent and 18 more roles
Business process: —
Menu item: CustVendSettleDelayedSettlement
Main table: CustVendSettleDelayedSettlementJournalView
Data entity: —
Setup steps: —

Show what matters for

Everyone

1What it is and why

What it is	A page that lists payment settlements that were queued to run separately from payment journal posting.
What you do here	Used to review and process delayed settlements, and to retry ones that failed.
Example	For example, a payment journal posts even though its settlement can't complete, and the settlement waits in the queue until it runs or you retry it.

Settlement in queue page in Dynamics 365 — The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business process	—
Menu path	Cash and bank management › Periodic tasks › Settlement in queue
Set up first	Journal names Microsoft Learn ↗
Used next by	—
Related pages	—

End user · Functional consultant

3How to do it

Microsoft's steps

Go to Cash and bank management > Periodic tasks > Settlement in queue.
Select a queued settlement.
Select Settle now to settle it at once, or Settle in batch now to run it as a batch job.
Select View marked transactions to see the transactions linked to the settlement.
For a failed entry, review the error log, and then select Reset failed settlement to try again.
Select Cancel settlement to remove the settlement mark.

Source: Microsoft Learn ↗

Field guide

Field	What it means	Worked example	Table column
Status	Where the queued settlement is: Prepared, Processing, Partial success, Success or Failed.Microsoft Learn ↗	—	—

Functional consultant

4Setup decisions

Setup step	Recommended value and why	Decision · common mistake · test
— No setup is made on this page.

Solution architect

5Design impact

Shared or per company	—
Can it be undone	—
Feature or country	—
If you change it later	Cancelling a queued settlement removes the mark but doesn't reverse the payment that was already posted. Microsoft Learn ↗

Technical architect

6Technical

Menu item	`CustVendSettleDelayedSettlement` Checked in Dynamics 365
Form	`CustVendSettleDelayedSettlement` Checked in Dynamics 365
Table	`CustVendSettleDelayedSettlementJournalView`Shown as “CustVendSettleDelayedSettlementJournalView” in Record infoChecked in Dynamics 365
Data entities	—
Who can open it	PrivilegesCustVendSettleDelayedSettlementMaintainSecurityPrivilege `CustVendSettleDelayedSettlementMaintainSecurityPrivilege`CustVendSettleDelayedSettlementViewSecurityPrivilege `CustVendSettleDelayedSettlementViewSecurityPrivilege`DutiesEnable bank management process `BankBankManagementProcessEnable`Inquire into customer invoice status `CustInvoiceCustomerInvoiceStatusInquire`Maintain journals and transactions `LedgerJournalsAndTransactionsMaintain`Maintain customer payments `PaymCustomerPaymentsMaintain`Maintain vendor payments `PaymVendorPaymentsMaintain`Maintain vendor invoices `VendInvoiceVendorInvoicesMaintain`Inquire into vendor invoice status `VendInvoiceVendorInvoiceStatusInquire` 21 security roles Collections agent `CollectionLetterCollectionsAgent`Collections manager `CollectionLetterCollectionsManager`Chief financial officer `CompanyChiefFinancialOfficer`Accounts receivable clerk `CustInvoiceAccountsReceivableClerk`Accounts receivable manager `CustInvoiceAccountsReceivableManager`Landed cost agent `ITMAgent`Accountant `LedgerAccountant`Accounting manager `LedgerAccountingManager`Accounting supervisor `LedgerAccountingSupervisor`Financial controller `LedgerFinancialController`Accounts payable centralized payments clerk `PaymAccountsPayableCentralPaymClerk`Accounts payable payments clerk `PaymAccountsPayablePaymentsClerk`Accounts receivable centralized payments clerk `PaymAccountsReceivableCentralPaymClerk`Accounts receivable payments clerk `PaymAccountsReceivablePaymentsClerk`Treasurer `PaymTreasurer`Rental coordinator agent `RentalCoordinatorAgent`Rental manager `RentalManager`Rental purchasing manager `RentalPurchasingManager`Rental sales manager `RentalSalesManager`Accounts payable clerk `VendInvoiceAccountsPayableClerk`Accounts payable manager `VendInvoiceAccountsPayableManager` Checked in Dynamics 365
Actions on the page	Options: Personalize, Page options, ShareChecked in Dynamics 365

Developer

7Developer

Open it directly	`https://<your-environment>/?mi=CustVendSettleDelayedSettlement`
Integrate with	—
Table definition	—

Everyone

8Sources and checks

learn.microsoft.com/dynamics365/finance/cash-bank-management/delayed-settlements
Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page.