91

Suggested by Mark Bailey – Completed 

D365 Finance should have the ability to perform invoice netting between a customer account that is also a supplier account. The functionality is already available for Hungary and Poland (called customer/vendor compensation) but this hasn't been filtered out to other regions. Invoice netting is commonplace throughout the finance world and in other Finance ERP systems (E.g. Oracle E-Business Suite) it is standard functionality. I think it would be a great addition to D365 Functionality.

Status Details

This feature will be delivered in 10.0.38.

Comments (6)
  • Monika Kowalka
    Fri, 16 Oct 2020 13:20:05 GMT
    Hi, This is a simple feature that is help in invoice netting, but it would be nice to add some extra things to it: 1. Blocker/ error when user mark credit note and invoice form the other site. For now, feature allow to mark whatever and user is notified in the time of journal posting about possible over settlement. 2. Possibility to call back the journal and unmark the 'settlement' check box on transactions if user do not post the journal. Right now, even if we do not post the transaction it's marked as settled. Thanks,
  • Raj Kumar Chattopadhyay
    Wed, 22 Sep 2021 04:23:38 GMT
    This is global requirement and Microsoft PG should give this feature without much delay whereas SAP and Oracle has given this feature long time back.
  • Antoine BASTIAN
    Tue, 12 Oct 2021 13:53:50 GMT
    Fully agree, I have got that requirement several times and we had to use an external netting system.
  • Emma Husberg
    Fri, 18 Aug 2023 08:24:28 GMT

    Jippi!! :=) Been missing this functionality!

  • Allie Tang
    Thu, 04 Jan 2024 14:52:42 GMT

    Thanks! The long waited feature is finally here ;)


    Will this feature further support cross-company netting where a company has a global vendor/supplier which it uses the cross-company data sharing?


    Thanks.

  • Vaibhav Mohan Pednekar
    Sat, 26 Jul 2025 10:03:45 GMT

    Hi,

    Great feature. Is there a roadmap to allow netting across different currencies? As currently the design only supports to settle between the same Currency.

    If different currencies transactions are marked it does not restrict but the posting is funny as it always keep the currency as the master transaction but does not change the values by today's/valid exchange rate.

    Example: Customer Transaction in USD 1000, while vendor transactions in USD, EUR, GBP, SGD which sums up to USD 1000.

    If this can be added asap it will be great.

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