Hi,

This idea is being raised following a ticket with Microsoft as pasted in further below.

The Idea is to basically allow for specific customers groups to be enabled for Auto customer settlements. At the moment you can create multiple posting profiles, and you can strip out specific customer groups and allocate them to customer posting profile 1 which is not enabled for automatic settlements, but put other customer groups into another customer posting profile (2) where you enable it for customer autosettlements. However, the problem is although you can have mutliple posting profiles, you can only have one defaulted in sales ledger parameters. Ideally, you should not need to default a posting profile in the sales ledger parameters and D365 automatically recognises that Customer A is linked to customer group X, which in turn sits within posting profile 2 which is enabled for autosettlements.

At the moment if you do not default a posting profile then D365 requires the user to manually specify on a FTI the customer posting profile or on a sales order specify the accounting distribution codes, which then makes it very manual.

Hope this makes sense.

See feedback from MS further below.

Thanks

FEEDBACK FROM MICROSOFT ISSUE RAISED

Hi Umar Ali,

Thank you for reaching out Microsoft support. My name is Sreepriya Kolagani and I am the Support Professional from EMEA Finance team working with you on this case 2408300050001706 - Enabling Customer Auto-settlements for specific Customer Groups.

Apologies for reaching you out little delay due to my unexpected leaves.

Please find below a copy of our scope agreement for your issue. 

Description:

Requirement is to enable the auto-settlement for specific group and in customer invoice, default posting profile to be applied based on the customer group linked to that customer.

Scope Agreement:

This case will be archived when a solution / work around / related information is provided on the reported requirement is to enable the auto-settlement for specific group and in customer invoice, default posting profile to be applied based on the customer group linked to that customer.

OR 

with product team’s feedback in case this is being confirmed as working by-design / not going to fix this at this point of time / version is out of support OR issue is due to customizations.

Any other issues/errors resulting after this resolution has been met will need to be logged as a separate incident. Please note that following our support policy only one problem per environment can be reported and resolved per case.

 Investigation done so far:

• The information you provided and the observations you made from your testing are correct.
• As you mentioned you can create a new posting profile and apply the auto-settlement for the required posting profile.
• But, based on the existing design, we can’t see the possible to get the default posting profile in customer invoice based on the customer group linked to that customer since the default posting profiles comes from AR parameters as you mentioned.
• We see this mostly as an idea which you can log using this link Ideas (dynamics.com)

Next actions

Customer                        Please review the scope and information provided. Pls. let me know if you prefer a quick call. We can have one.

Microsoft                        Will wait for your response.

Next Contact.             6^th Sept.

Best Regards,

Sreepriya.

Support Escalation Engineer

Dynamics 365 F & O