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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Calculating due date b...
Finance | Project Operations, Human Resources, ...
Answered

Calculating due date based on transaction date in Accounts Payable

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Posted on by MYGz 2,059

Hello,

The requirement is for below scenario:

The vendor generates invoice but doesn't not sends it across on time and has a delay of lets say 7 days.

Now, the due date should be calculated not on the invoice date mentioned in the Vendor Invoice but when the Invoice was received + the Payment Terms.

One option is to manually edit the due date. But to make it automatic, if I want to calculate due date based on the transaction date (which would be same as invoice received date as invoices will be entered same day), is it possible? Let's say just in the Aging report.

Thanks.

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Calculating due date based on transaction date in Accounts Payable

    Hi MYGz,

    In the credit and collections module there is the standard customer aging report. This report can be run based on the transaction date, due date or document date (invoice date).

    Please check out this report.

    It sounds as if this fits your requirement.

    Best regards,

    Ludwig

  • MYGz Profile Picture
    MYGz 2,059 on at
    RE: Calculating due date based on transaction date in Accounts Payable

    Thanks Ludwig for the reply,

    But I did not understand. I just need to calculate due date based on invoice received date (not on invoice date mentioned on the Vendor Invoice) because of delay in receiving the invoice from the Vendor.

    It's true the vendor aging can be run on due date, transaction date and document date. But the Due date here would be taken as Document(Invoice) date + Payment Terms. I want a way to run the report on a modified due date which will be calculated as Transaction date + Payment Terms.

    I believe this would be a customization? Just double checking if there is already anything in the system that meets this requirement.

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 299,397 Super User 2025 Season 2 on at
    RE: Calculating due date based on transaction date in Accounts Payable

    Hi MYGz,

    Out of the box, this is not automatically supported. You can change it manually or consider a customization. If the payment condition is to pay within 14 days, I can imagine that you can't meet the due date of the invoice. If it is e.g. 90 days, I wouldn't care. Then there is plenty of time to process and pay the invoice.

    Adjusting it on a report only would also require a customization.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Calculating due date based on transaction date in Accounts Payable

    Hi MYGz,

    I was just referring to your last note on the aging report, which can be calculated based on the different date values that you mentioned. That applies for the customer and vendor aging report.  

    About your due date calculation with the 7 days delay:

    Well, you can make an adjustment for that but I am not sure whether it is worth the time and effort. If it is only a specific vendor where you see this issue then you could simply add some grace days (period) to the method of payment that is assigned to this vendor. This basically shifts out the due date calculation and the time when you see the invoice in the payment proposal. Might be a cheap workaround compared to making some code adjustments?!

    Best regards,

    Ludwig

  • MYGz Profile Picture
    MYGz 2,059 on at
    RE: Calculating due date based on transaction date in Accounts Payable

    Thank you Andre and Ludwig,

    @Ludwig Thank you, I got it. But I guess the client wants it on Invoice level. So as confirmed by Andre, will be checking for Customization.

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