In Dynamics 365 Finance, Category-based PO deferrals currently derive the Recognition account and financial dimensions from Deferral defaults, and do not consider values entered at the transaction level.
In some business scenarios, accounting decisions (such as expense allocation or consuming department) are determined at the time of posting, making this flexibility important.
Suggestion:Consider providing an option to allow transaction-level Recognition account and financial dimensions to be applied for Category-based PO deferrals, similar to Item-based scenarios.
Value:
- Supports more flexible accounting requirements
- Improves consistency across scenarios
- Helps reduce the need for manual adjustments
Comments
I completely agree. It doesn't make sense that the deferral engine ignores dimensions entered on the PO line. In the real world, one Main Account serves multiple departments, which requires dynamic dimensions at the transaction level. This limitation forces the finance team into manual data entry and defeats the whole purpose of automating the process. Enabling this feature is essential to save time and prevent errors.
Category: Accounts Payable
This enhancement would be very helpful for real business scenarios.Currently, when creating Expense deferral from a Category-based PO line in Subscription Billing, the Financial dimensions entered manually at transaction level are not carried over to the All deferral schedules page. Users must manually update the dimensions again in Expense deferral, resulting in duplicate work and inconsistent behavior compared to Item-based scenarios.Additionally, some businesses cannot rely on a single Default template because one Main account may require different Financial dimensions depending on the Department or business usage. In these cases, transaction-level dimensions are important and should be respected by the system.Supporting transaction-level Financial dimensions for Category-based Expense deferrals would improve flexibility, reduce manual corrections, and provide a more consistent user experience.
Category: Accounts Payable