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Dear Microsoft team, community,
Non-profit and other companies selling memberships and similar items require a possibility of starting a deferral not immediately, but, for example, from a new renewal period which can be other than the Posting Date and other options in the "Start Date" Field of the "Deferral Template" Page.
To address this requirement, it is necessary to add an additional Field on the "Deferral Template" Page, such Field as "Modifier", for instance. This Field should allow Users entering formulas like "1M" or "-1M" and will work based on the "Start Date" Field (depending on the option selected there).
For example, if the "Start Date" = "Posting Date" and the "Modifier" = 1M, the system will take the date (e.g. on a Sales Invoice), let's say April 1, and will start deferring one month after that (April 1 + 1M = May 1).
Thank you,
Iaroslav
Non-profit and other companies selling memberships and similar items require a possibility of starting a deferral not immediately, but, for example, from a new renewal period which can be other than the Posting Date and other options in the "Start Date" Field of the "Deferral Template" Page.
To address this requirement, it is necessary to add an additional Field on the "Deferral Template" Page, such Field as "Modifier", for instance. This Field should allow Users entering formulas like "1M" or "-1M" and will work based on the "Start Date" Field (depending on the option selected there).
For example, if the "Start Date" = "Posting Date" and the "Modifier" = 1M, the system will take the date (e.g. on a Sales Invoice), let's say April 1, and will start deferring one month after that (April 1 + 1M = May 1).
Thank you,
Iaroslav
STATUS DETAILS
Needs Votes
Comments
Or maybe one option can be Custom Date and a new field can be available to enter the Start Date.
Category: Financial Management
See the related screenshot here: https://www.navug.com/communities/community-home/digestviewer/viewthread?GroupId=49&MessageKey=df6d05b0-69fa-49e5-ae2a-39bb740cef1e
Category: Financial Management