Hi guys,
In Subscription billing, based on this docs -> Revenue and expense deferrals in Subscription billing - Finance | Dynamics 365 | Microsoft Learn
Escpecially on this paragraph ->
Defer by item
For transactions that have an item (for example, sales orders), you can assign accounts and templates to specific items and customers. These settings will be used as default values when a transaction is deferred. To make the transaction deferrable by default, you must set up the items on the Deferrable items page.
I did setup Item deferred by default ->
However in Sales Order, this item when chosen, it does not automatically threat as Deferred.
Anyone facing this issue ? is there any other setup needed ?
Thanks
Hi,
Yes, I also maintain this setup, but only the first 3 (Deferral revenue, discount and consumption), since it is all I need in my process. However, based on curiosity, I did add the Template just now, but it is still not working.
For Deferral charge and charge template, my process does not require this.
Thanks,
Hi Lars Volt,
Please update the deferral default in Subscription Module before starting any transactions.
Below is a screenshot where you need to update the posting configuration for deferral.
Please let us know if this helps.
Thanks,
André Arnaud de Cal...
292,162
Super User 2025 Season 1
Martin Dráb
230,962
Most Valuable Professional
nmaenpaa
101,156