Among my customers it's a common situation, that they get an invoice with an document-/posting-date in the current posting-period but the expediture was actually done in the previous month(s)
for example:
Invoice for freight charges is dated Oct. 3rd
the freights itself were done in September.
So a deferral to september is necessecary.
it is possible to adapt the deferral plan manually for each invoice; yet it would be great if there was the possibility to create a deferral template eg. "deferral in prceeding month"
Comments
I had a partner ask me the same question today, they have the same need to be able to post into periods in the past, and the reason is also a valid one. For them it does not matter that the deferral is affecting periods in the past, this is a requirement for them.I also found another post with the same suggestion here: https://experience.dynamics.com/ideas/idea/?ideaid=b7666544-6cbb-ee11-92bd-6045bdaf814b
Category: Financial Management
Yesterday at a customer we had the same discussions and requirement.
Category: Financial Management