Kitty Geiger Director D365

There needs to have the ability to place Deferral Schedules on hold in bulk using Data Entities import And Periodic Tasks. Similar to the process for Billing Schedules. During implementation of ARED many clients want to place migrated schedules at cutover on hold as they reconcile the data. Clients today need to pay for a customization in order to do place on hold or remove hold in bulk. The only other option is to place individual schedules on hold/remove hold. If a clients has thousands of deferral schedules this is cumbersome.

In Business Central using the SBS module from Binary you have the ability to create a Subscription Billing Schedule from a Sales Quote or Order. This functionality does not exist in D365 Finance.

Customers often want to create a Sales Order or Quote then create the Subscription off the initial order. Customers today need to perform redundant data entry or change their integration to import into both SO and SBS.

Ticket number TrackingID#2505050040012911

The SubBillDeferralTransactionLineDeferralEntity only accepts Sales Order and General Ledger entries. There are several customers using Deferrals for Item Requirements, AP, and POP. 1) There is currently no method available for these customers to import Open records for data migration off a legacy system. 2) There is also no way for customers migrating from Revenue Recognition using item requirements over to sub bill deferrals.

Please add these 2 MSFT offered solutions to the standard release. Otherwise ALL customers wanting the functionality will have to build extensions for every implementation

In the class SubBillDeferralTransactionLineDeferralEntity, there is a method called mapDeferralEntity inside which you can handle the cases for SubBillTransactionType::SalesOrder or LedgerJournalTrans.

You can add a piece of code like shown below, to address the gap in entity for Sales Orders of sales type ItemRequirement.

An extension can be written for this method to add this logic.

Now, with another approach, in the same entity class SubBillDeferralTransactionLineDeferralEntity and in the same method, where we are manually setting the values in insert_buffer (SUBBILLDEFERRALTRANSACTIONLINEDEFERRAL). In this section, the system is setting values imported from the file.