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How to split one payment amongst three customers in D365FO

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Posted on by PepC

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I have one customer payment that needs to be allocated among three different customers in D365FO that has already been recorded. How can I handle this in D365FO to split the payment among three customers.

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Dynamics 365 Project Operations

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André Arnaud de Cal... 291,661 Super User 2024 Season 2 on at

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How to split one payment amongst three customers in D365FO

Hi PepC,

Can you elaborate the business scenario where you will have one invoice to be split later on?

In case you want to use the payment proposal for a direct debit, you must ensure that open transactions are already booked on the three different customers. In that case you will need to transfer the correct amounts to each customer first.

If the customers will pay from different bank accounts themselves, you might keep one transaction on one customer, but post the payment on this single customer which has the open amount.

In case the credit management team should track and follow up on each customer individually, you will need to have open transactions for each of the three customers.

Have you considered using Project Management and Accounting where you can setup multiple customers as funding source on a single project?

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André Arnaud de Cal... 291,661 Super User 2024 Season 2

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