Auto Split Payment

What does this extension change?

In the standard Polish Localization, the split payment marker on purchase documents must be manually activated or is automatically set only when mandatory split payment criteria are met.

The Core Extension Finance allows for automatic activation of the split payment marker on purchase invoices and credit memos based on the vendor posting group configuration, making it easier to handle transactions where split payment is the predominant method.

Key Benefits

✅ Automatic activation of split payment marker based on vendor posting group ✅ Reduces manual intervention for vendors that typically require split payment ✅ Flexible configuration at the posting group level ✅ User can still manually override the setting on individual documents

How It Works

Configuration

1. Navigate to Vendor Posting Groups (list or card)
2. Enable the Default Split Payment field for posting groups where split payment should be automatically activated
3. The setting applies to all purchase documents using that posting group

Automatic Activation

The split payment marker is automatically activated when:

• A new Purchase Invoice or Purchase Credit Memo is created with a vendor posting group that has Default Split Payment enabled
• The Vendor Posting Group field is changed on an existing document to one with Default Split Payment enabled

Document Types Affected

• Purchase Invoice
• Purchase Credit Memo

Note: Purchase Orders and other document types are not affected by this automatic activation.

Manual Override

Users can always manually enable or disable the Split Payment field directly on the purchase document, regardless of the vendor posting group setting.

Setup Location

The Default Split Payment field is available on:

• Vendor Posting Groups (list page)
• Vendor Posting Group Card
• Vendor Card (Invoicing section)

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Settings Hierarchy

The functionality works based on a two-level hierarchy of settings:

1️⃣ Vendor Level (highest priority)

On the vendor card, the Default Split Payment field can have three values:

Value	Behavior	When to Use
(blank)	Uses vendor posting group setting	Standard case - vendor inherits group setting
Yes	Always Split Payment	Force SP for specific vendor, regardless of group
No	Never Split Payment	Disable SP for specific vendor, ignores group setting

2️⃣ Vendor Posting Group Level (default setting)

On the vendor posting group, the Default Split Payment field (checkbox):

• ✅ Checked - all vendors in the group have SP by default
• ❌ Unchecked - vendors in the group don't have SP by default

Applied only when the vendor has a blank value.

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Hierarchy Examples

Example 1: Standard Configuration

Vendor Posting Group "DOMESTIC":
└─ Default Split Payment: ✅ (checked)

Vendors in group:
├─ ABC Ltd. → field: (blank) → Documents: ✅ SP
├─ XYZ Inc. → field: (blank) → Documents: ✅ SP
└─ John Smith (sole trader) → field: No → Documents: ❌ no SP

Explanation:

• ABC and XYZ inherit setting from group → have SP
• John Smith overrides group setting → doesn't have SP

Example 2: Exception in Foreign Group

Vendor Posting Group "FOREIGN":
└─ Default Split Payment: ❌ (unchecked)

Vendors in group:
├─ German GmbH → field: (blank) → Documents: ❌ no SP
├─ Polish Branch (PL division) → field: Yes → Documents: ✅ SP
└─ French SARL → field: (blank) → Documents: ❌ no SP

Explanation:

• Most inherit no SP from group
• Polish Branch forces SP despite group setting

Example 3: Full Decision Matrix

Posting Group	Vendor	Result on Document	Priority
✅ Checked	(blank)	✅ Split Payment	Group
✅ Checked	Yes	✅ Split Payment	Vendor
✅ Checked	No	❌ No SP	Vendor
❌ Unchecked	(blank)	❌ No SP	Group
❌ Unchecked	Yes	✅ Split Payment	Vendor
❌ Unchecked	No	❌ No SP	Vendor

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Key Principles

✅ Vendor is always superior - if it has Yes/No setting, group is ignored
✅ Group is the default - applied only when vendor has blank field
✅ User has full control - can always manually change field on document
✅ Dynamic recalculation - changing vendor or group → automatic SP recalculation