Plaza 365
Plaza 365

No results found for your search

RegisterLog in

5

D365 Prepayment Customer Invoice Feature

Visit article

#feature

#invoice

#prepayment

Dynamics 365 Finance

Category

Oct 20, 2024

Published date

Text

Article Type

AI Summary

  • The blog article discusses the new "Prepayment customer invoice feature" in Microsoft Dynamics 365 version 10.0.41, allowing users to record and link Customer Prepayments to Sales Orders.
  • Setup steps include enabling the feature in System Administration, setting up posting types in Inventory Management, configuring Accounts Receivable parameters, and scheduling background processes for automated prepayment settlement.
  • Number sequences for prepayment invoices and vouchers need to be filled in Accounts Receivable parameters, and Sales Categories should be set up for prepayment proposals.
  • The walkthrough involves creating a Sales Order, generating a prepayment proposal, creating a prepayment invoice, recording a customer receipt, applying prepayments, and posting the actual sales invoice.
  • The process ensures that prepayments are correctly applied to the actual invoice, resulting in an open customer/sales order invoice of the remaining amount.

Registered users can view the full text for FREE!

Sign In Now!