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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to split one payme...
Finance | Project Operations, Human Resources, ...
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How to split one payment amongst three customers in D365FO

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Posted on by PC-15011950-0 15
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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  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 18,192 Most Valuable Professional on at
    How to split one payment amongst three customers in D365FO
    HI,
     
    You can create a journal and transfer the balances.
  • PC-15011950-0 Profile Picture
    PC-15011950-0 15 on at
    How to split one payment amongst three customers in D365FO
    We have three car rental companies, Alamo, National, and Hertz as customers.  Hertz is the Customer that sends in one payment for all three rental companies. The payment Hertz is sending is for the other two customers (Alamo, National) as well.  We need to post one payment but split it up among the three of them, so it posts to their accounts. I wanted to know how to split one payment up between the three customer accounts if it’s been recorded already.
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 297,200 Super User 2025 Season 2 on at
    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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