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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Customer retention and...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Customer retention and project accounting

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Posted on by BS-07111128-0 6
 
Scenario:
A customer contract requires 10% retainage with partial release at 50% completion and the remainder at final acceptance, reflected on invoices and AR aging.

Business question: 
1-How would this be implemented in Dynamics 365 Finance Project Accounting? Create a Dynamics 365 process to answer these questions using Project Accounting.
Categories:
Dynamics 365 Finance
I have the same question (0)
  • H.M.Burhan Profile Picture
    H.M.Burhan 390 Super User 2026 Season 1 on at
    Hi,
     
    You can go through the article below. It can help you configure Customer Retainage. Although the screenshots are from Dynamics AX 2012, the process is the same for Dynamics 365 Finance.
     
     
    Cheers,
    Burhan
  • Suggested answer
    Sathish Kumar Palanisamy Profile Picture
    Sathish Kumar Palan... 388 Super User 2026 Season 1 on at
    Hi 
     
    Please find the blogs for reference to D365 Customer retention in project accounting in Microsoft Dynamics 365 for Finance and Operations One version which is useful addition to above solution. 

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