Intercompany Customer Invoice auto settlement Microsoft Dynamics 365 Finance and Operations: Part-3

This is the next part of intercompany trade process. In this blog, I will try to explain how we can automatically post customer payment journal and settle intercompany invoices while posting vendor payments in other company.

Part-1 and Part-2

Pre-requisites:

Setup Policy and define default offset account for payment journal.

Scenario: USMF raised customer invoice and DEMF recorded Vendor invoice. Now DEMF will post vendor payment and now customer invoice in USMF should get automatically settle.

Step-1: Create Payment Journal in DEMF

Mark invoice for settlement and post

Step-2: View Auto created journal in USMF and settled Invoice

That’s it for this blog, I will write next part soon.

Thank You!!! Keep reading and sharing!!!