Applies to Product – Dynamics 365 Finance
What’s happening?
The customer is unable to assign multiple customer posting profiles, as it appears that only one posting profile can be used for all customer invoices.
Reason:
The inability to assign multiple customer posting profiles is due to the design of Dynamics 365 Finance and Operations, which allows only one posting profile to be parameterized in the general ledger parameters. This profile acts as the default for transactions that are posted to the general ledger.
Resolution:
The system just allows me to define a default posting profile for posting customer invoices. In the customer posting profile, you can define accounting per customer account, customer groups or all customers for customer balance and as well for liabilities for discounts in Bill of exchange remittance and liquidity account for cash flow. Here you can find more information on how to create Customer posting profiles: Customer posting profiles - Finance | Dynamics 365 | Microsoft Learn
The default posting profile is setup in Accounts receivable> Setup> Accounts receivable parameters> Ledger and sales tax tab> General group.
There additionally you can define default posting profile for customer prepayments (not customer prepayment invoice) and for Bill of Exchange journals.
If the volume of transactions under a specific posting profile is high, it is recommended to consider a customization to automate this process.