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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Subsciption billing: w...
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Suggested Answer

Subsciption billing: where to set default item to Deferred?

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Posted on by Voltes 596

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

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  • Suggested answer
    Gaurangkumar Jani Profile Picture
    Gaurangkumar Jani 4,514 User Group Leader on at
    RE: Subsciption billing: where to set default item to Deferred?

    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,

  • Voltes Profile Picture
    Voltes 596 on at
    RE: Subsciption billing: where to set default item to Deferred?

    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,

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