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Hi
I am tried to set up interest in D365 but I think that I have the parameters wrong because nothing is generating the create interest notes. Could someone let me know what I am doing wrong?
Thank you
Good Morning Sylvia,
If the question addressed in this thread is closed and the issue resolved then please take the time to quickly verify the answers provided.
Many thanks for your support.
Ludwig
Hi Andre,
Yes, the first questions is close. I have create a second thread for my other question. Thank you for your help.
Hi Sylvia,
You are now asking different questions in one thread. I'm losing the overview on the original question. The original question was about not being able to generate interest notes. Apparently, this has been solved as you showed a screenshot with interest notes from your environment.
Would you mind to create new posts for new questions?
Hi Ludwig, I have two additional questions concerning the interest set up. I was only able to set up monthly instead of days because I could not run the interest notes and I also had to change my from date to date to the date of the invoice . We have quite a few of accounts that we would like to run the interest notes from 01/2019 to current date. Is this possible for me to do?
Hi Andre,
I was able to set up up interest in the customer posting profile in groups see below . I was able to generate a interest note but changed some of my set up. W
When printing interest notes in review and process interest notes where would I find the original invoice for the count select ?
Hi Sylvia,
Can you indicate if you have a posting profile for all customers separately? In your screenshot, you showed the interest code setup for 'All customers' which is 1.8%. Is there a specific 'Table' setup for this customer? In that case, check if the interest code is also setup on that record. It will only use the settings on 'All customers' once there is no specific 'Table' or 'Group' entry for that customer found.
If this setup is correct, try another interest code as "1.8%" contains a for some SQL statements wildcard character. Try removing the percent symbol then.
Hi Ludwig, I ran the interest note report and received the following error message
Good Morning Sylvia,
The interest is calculated in a separate interest calculation step that generates a separate interest document that you can send to your customer.
Best regards,
Ludwig
Hi Andre, I have attached the following screen of how I set up D365 interest. Please not we have not set up the group accounts in posting profile. I do not know how to set this up.
Hi Sylvia,
The free text invoice from Sheela is an example to create an outstanding invoice for the customer. You might already have open and paid invoices.
Can you share what you have done yourself as setup for the interest? Then we might see what is missing.
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