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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Deferral Template
Small and medium business | Business Central, N...
Answered

Deferral Template

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Posted on by CU21011505-2 29

Hello,

I would  appreciate some guidance on creating a deferral that allocates two months of revenue to the current month and one month to the following month.

For example, I have an invoice covering the period 26 February to 26 April for £600. I would like £400 to be recognised this month and the remaining £200 next month.

Is it possible to achieve this using a single-line invoice, rather than splitting it into two lines?

Any suggestions or workarounds would be greatly appreciated.

Categories:
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    Dhiren Nagar Profile Picture
    Dhiren Nagar 2,896 Super User 2026 Season 1 on at
    Hi,
     
    This is possible using Deferral Template. However as there is not a fixed calculation formula for what you want to achieve, you need to use "User Defined" option in the deferral template.
     
    You can check the below screenshot.
     
     

    ✅ Tick the checkbox below to mark the answer as verified, if it helped resolve your question.

    Regards,
    Dhiren.
     
  • Suggested answer
    Rajvi Shah Profile Picture
    Rajvi Shah 91 on at
    Hello,
    You can use below step-by-step process:
    Your Calculation Method on the Deferral Code is User Defined.
    Field Value
    Deferral Code e.g., MANUAL
    Description Manual Revenue Deferral
    Deferral Account Your G/L Liability Account
    Deferral % 100
    Calc. Method User-Defined
    Start Date Posting Date
    No. of Periods 2
    Period Desc. Deferral Revenue for the month of %4 in %6
     
     
     
    In the Invoice you need to define the deferral code.
    From Deferral Schedule option available at 3 dot on the right side of the deferral code field, you can define the amount manual.
     
    Regards,
  • CU21011505-2 Profile Picture
    CU21011505-2 29 on at
    Thanks Both for your time much appreciated , I am using a Excel template to upload the invoices, I have multiple lines and I need to specify a Deferral code so that I use the upload template to create the invoices  without having to manually compute in the process, is this possible or am I missing something here 
     
  • CU21011505-2 Profile Picture
    CU21011505-2 29 on at
    A code that automatically split 2/3 of the revenue this month and 1 months revenue next month 
  • CU21011505-2 Profile Picture
    CU21011505-2 29 on at
    How should I define the deferral % and other boxes in below 
     
  • Suggested answer
    Rajvi Shah Profile Picture
    Rajvi Shah 91 on at
    Hello
     
    Meaning of 4 methods available in the Deferral Template in the Business Central.
    Straight-Line

    Distributes amounts proportionally based on period length with adjustments for partial periods.
    Example: If your posting date is 26/03/26 then system will calculate the deferral from 26/03 to 31/03 first and system will calculate deferral from next month.
    Equal per Period

    Distributes the total amount equally across all periods regardless of period length.

    Example: If your posting date is 26/03/26. then system will calculate equal amount for 26/03 to 31/03 and remaining period
    Days per Period

    Distributes amounts based on the actual number of days in each accounting period.
    Example: If your posting date is 26/03/26, then system will calculate deferral for 5 days.
    User-Defined

    Allows manual specification of amounts for each period in the deferral schedule.
     
    In Your case you need to define the User-Defined Method, In this method you need to define the Amount of Deferral manually at the time of Invoice creation.
  • Verified answer
    CU21011505-2 Profile Picture
    CU21011505-2 29 on at
    I tried the below and that worked for me ; thanks for your time 
     

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