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I really like the Deferral Code functionality as it allows us to allocate expenses much easier than with recurring journals.

In some scenarios, however, we still need to manually adjustment the Start Date. E.g. we receive invoices in February covering the entire year or we receive an invoice in April about the previous quarter.

Currently we can only choose the Start Date to be the Posting Date, Beginning of Period, End of Period and Start of Next Period.

Ideally I would like to be able to use a Date Formula like with Payment Terms to determine the Start Date although I guess that could be a little complex to some users...

Alternatively being able to shift the start date by a specified number of periods would work too, e.g. picking Beginning of Period and then -3 as a shift (probably in an extra field). Would make the Start of Next Period superfluous.
STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future.

Best regards,
Business Central Team

Comments

B

It would be very helpful and logical that for Start Date = "End of Period" the deferred amounts are registered always for the "end of the period".

Currently ... If you select the End of Period option, it only makes the first posting at the end of the period, all the other ones are done at the start of the period 

Category: Financial Management

B

This is KEY for one of my clients. Ability to select a specified start date on the TEMPLATE instead of on the Journal manually. For example, the transaction should be deferred for three months from posting date (and then begin whatever calculations are setup on the template). On the deferral template, instead of choosing "Posting Date", there would be an option for date formula/ future start date and "3M" could be setup. When selecting the deferral on a journal line, code would simply adjust the start date on the deferral header table and adjust the lines with the calculate schedule codeunit.
We built this in code as a customization, so i am sure that the Microsoft developers can make this happen !

Category: Financial Management

B

It would be great to set a specified number of days for deferrals. This will be really helpful for subscription billing companies. EX 30D - If a company’s monthly subscription equals to 30 days and not days in a month.

Category: Financial Management