Finance | Project Operations, Human Resources, ...

Answered

Would like to assign and accrue royalties by customer group using D365 out of the box

(1) Share

Report

Posted on by CR-22071609-0

We have a need in one of our business units to assign royalties to large groups of customers

Would like to be able to assign at the customer group level and accrue the royalties for payment.

Has anyone done this or similar without modifications.

Categories:

Dynamics 365 Finance

I have the same question (0)

All responses (3)

Answers (1)

André Arnaud de Cal... 301,156 Super User 2025 Season 2 on at

Like (0)

Report

Hi,

Can you provide a summary of the required process? What exactly is driving the royalties?

I had a customer once who we needed to go for a customization. I'm aware of another client where royalties were also managed using customizations in the accounts payable features.

Was this reply helpful? Yes No
CR-22071609-0 20 on at

Like (0)

Report

Hello Andre,

Thanks for the response

After some due diligence I think can close these question.

It can be done but will need to work with team to balance the set up and management of customers vs doing the development

However,

Here is an example of what we want to do without modifications

Set up royalties by customer group with each group possibly having a different royalty %.

With modification can just add royalty to part and customer to group(s) and will process fine.

Out of the box looks like will need to create royalty agreement for each group and for Each Royalty and add customers appropriately to each group.

Was this reply helpful? Yes No

Verified answer

CR-22071609-0

20 on at

Like (0)

Report

Here is CO Pilot Generated response on how to manage the royalties from customer groups with different royalty % per group.

✅ Workaround: Royalties by Customer Group (No Code)

1. Create Separate Royalty Agreements

Set up a separate royalty agreement for each customer group:

Go to Accounts receivable > Royalties > Royalty agreements.
Create one for each group:
- HD-A for Customer Group A (10%)
- HD-B for Customer Group B (15%)

2. Use the “Selection” Tab to Filter by Customers

In each royalty agreement:

Go to the Selection tab.
Add each customer from the group manually (or via query if manageable).
- You can use Customer account as the filter.
- If your customer groups are small or stable, this is very manageable.

💡 Tip: Use Advanced filter to pull in customers by group and add them to the selection.

3. Define Royalty Percent and Accrual

In the Royalty details tab:
- Set the Royalty percent (e.g., 10% or 15%).
- Enable Accrue royalties.
- Set the ledger accounts for accruals.

4. Process Sales Orders Normally

When a sales order is invoiced, D365 will:
- Match the customer to the correct royalty agreement.
- Apply the correct royalty percent.
- Accrue the royalty automatically.

📌 Pros and Considerations

✅ Pros	⚠️ Considerations
No code or customization needed	Manual maintenance if customer groups change often
Fully supported by standard D365 features	Requires careful setup of selection criteria
Accruals and reporting work as expected	May need multiple agreements for many groups

Was this reply helpful? Yes No

Join the conversation

Community site session details

Would like to assign and accrue royalties by customer group using D365 out of the box

✅ Workaround: Royalties by Customer Group (No Code)

1. Create Separate Royalty Agreements

2. Use the “Selection” Tab to Filter by Customers

3. Define Royalty Percent and Accrual

4. Process Sales Orders Normally

📌 Pros and Considerations

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

Featured topics

Product updates

Community site session details

Would like to assign and accrue royalties by customer group using D365 out of the box

✅ Workaround: Royalties by Customer Group (No Code)

1. Create Separate Royalty Agreements

2. Use the “Selection” Tab to Filter by Customers

3. Define Royalty Percent and Accrual

4. Process Sales Orders Normally

📌 Pros and Considerations

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Subscribe to this forum!

Select categories

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

Featured topics

Product updates