Supply chain | Supply Chain Management, Commerce

sales order: accrue revenue for service items / sales categories

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Hi Community,

We have a requirement to accrue revenue on packing slip (or delivery note) posting on a sales order with lines having non-stocked service items or sales categories. D365 does not seem to post any voucher on packing slip posting for service items/sales categories to accrue revenue.

Is it by design or am I missing some configuration? If it's by design, is there a way to accrue revenue for non-stocked service items or sales categories? I know I could accrue revenue using project's item requirement function but that's not a preferred method. What else could be done?

Thanks for your inputs.

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Rahul Mohta 21,032 on at

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RE: sales order: accrue revenue for service items / sales categories

as no inventory transactions are created there is nothing to accrue for non-stocked

if accruing is a must could revisit to change non-stocked to stocked

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Adrian Peter 219 on at

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RE: sales order: accrue revenue for service items / sales categories

Consider to defer revenue instead of accrueing Revenue for Services. Means: Service-Invoice is posted, but Revenue gets deferred (Balance account) and Revenue recognition (move from Balance to P&L) follows a Revenue recognition schedule in future periods --> see docs.microsoft.com/.../revenue-recognition-overview

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SouravDam 11,730 on at

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RE: sales order: accrue revenue for service items / sales categories

Hello Muhammad Asad,

Can you please check if setting up a main account in the Deferred revenue on delivery posting type in the inventory posting profile is helping you to record revenue at the time of delivery for service type of items or not.

Best regards,
Sourav Dam

Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

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saurabh bharti 15,039 Moderator on at

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RE: sales order: accrue revenue for service items / sales categories

Hi,

You can use new feature of dynamics to have deferred revenue. Please visit following link for more details:

exploredynamics365.home.blog/.../

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