We have a set of larger clients who routinely include many references (over 100) to deductions that they want to take. All of the deductions are usually contested with about 75-80% of them being successfully resolved and do not result in credit applied to the customer account (e.g. the potential deduction created in deductions workbench is denied and is not "written off")

We have attempted to find an entity (or create a new, custom entity) to bulk load new deductions into deductions workbench. Microsoft support and the escalation engineers have confirmed that no such entity exists withing D365 that would be used to bulk load new deductions into deductions workbench.

Unfortunately, we have found the performance and response times loading the deductions workbench to be very slow (1.5 minutes to refresh after navigating to the page or clicking the OK button to save a new deduction). However, even if this performance were significantly improved, it is unreasonable to expect an accounting clerk to enter >100 new deductions manually (It is time consuming, mind-numbingly repetitive and error prone. Also, unnecessary when you usually have the customer remittance that can be used to format into a file that could be bulk loaded if the structure was in place to allow this).

There may be a way of having a multi-step process of using more than one entity to load (1) the journal and (2) using the journal ID to include as a reference by the new deduction that is created. However, this would require some type of development by every Microsoft customer who has larger marketplace-type accounts which is very inefficient as all of these customers would be doing their own custom development efforts that may need to be refactored as new Microsoft Dynamics 365 releases are installed in the future.

For this reason, we are requesting Microsoft to do some development that will either (1) create an out-of-the-box entity published that can be used in conjunction with either the Excel add-in or the data management import function or (2) full development of a bulk load utility to load/create new deduction using a file to bulk load the information in to the system.