Companies may have requirements to track various charges related to the purchases of items. To track these charges, Dynamics 365 makes this process. In the accounts receivable module there are the following form where the charges are set up: Charges code Vendor charges group Item charge group Automatic charges The Vendor charges group and Item…
Month: December 2020
Customer settlements – open transactions
The settlement of the transactions on of the vendors and customers are usually done when the payments are processed. But there are cases when the settlement cannot be done while performing transactions. The cases when settlements cannot be done while doing the transactions may be when returning items after the were invoiced, sending back the…
Customer credit limit
In Dynamics 365 for Finance & Operations the Customer credit limit can be handled for all customers or for curtain customers individually. In this article we will explain how to set the credit limit and the ways it affects the transactions related to sales. Set up the credit limit for all customers In order to…