Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Customer Posting Profi...
Supply chain | Supply Chain Management, Commerce
Suggested answer

Customer Posting Profile on Sales Order

(0) ShareShare
ReportReport
Posted on by David Tailor 757

Hello,

i am setting up Customer Posting profiles for customers.

for this reason i setup customer groups which has values 10, 20, 30 and 40.

In customer posting profiles form, i setup 2 posting profiles: GEN and GEN2.

For GEN i add customer group 10, 20 and 30

For GEN2 i add customer group 40

In Account receivables parameters -> Ledger and Sales tax -> General -> Posting profiles = blank

When i create a new sales order with customer having customer group = 40, i noticed that customer posting profile in header (of sales order) = blank: it should be GEN2.

Why D365 FO is reading from Account receivables parameters, even setup for customer posting profile GEN2 is specifying group 40, hence it should populate GEN2 not blank.

BR,

David

  • Suggested answer
    Rahul Mohta Profile Picture
    Rahul Mohta 21,014 on at
    RE: Customer Posting Profile on Sales Order

    seems you might have to take custom route in deciding posting profile

    if unable to use std posting profile combinations within it

  • David Tailor Profile Picture
    David Tailor 757 on at
    RE: Customer Posting Profile on Sales Order

    Hello Sourav,

    i just wanted to avoid manual selection of customer posting profile on sales order.

    as i mentioned in my post and as you reconfirm, there is no way to do an automatic settlement for group of customers and manual settlement of other groups without manual selection of customer posting profile on sales sales order otherwise i have to customize D365.

    BR,

    David

  • Suggested answer
    SouravDam Profile Picture
    SouravDam 11,723 on at
    RE: Customer Posting Profile on Sales Order

    Hello David Tailor,

    Would like to know if you have gone through the suggestions posted here and kindly provide us an update.

    Best regards,
    Sourav Dam

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

  • Suggested answer
    SouravDam Profile Picture
    SouravDam 11,723 on at
    RE: Customer Posting Profile on Sales Order

    Hello David Tailor,

    As per the scope you mentioned "for GEN i setup allow automatic settlement, for GEN 2 i make it none." system will always consider one posting profile as set in the parameters form. If this is for prepayment, then you need to specify prepayment posting profile in parameters form too.

    But if same vendor or vendor group is set with "auto settlement" and "non-auto settlement" in GEN1 and GEN2, then system will not identify that at the time of posting the transaction because you have not selected any posting profile in the parameters form.

    Therefore; at the time of posting, system will throw a valid error message because of no default posting profile is selected in parameters form.

    pastedimage1590301929862v1.png 

    Workaround solution : - 

    1) Do not set the GEN posting profile in the parameters form.

    2) Create one sales order and then decide which posting profile is to follow. Based on that, you have to manually select the posting profile in sales order header.

    3) Then proceed with the document to post the transactions.

    Above solution I am suggesting based on your requirement.

    Otherwise always advisable to set a default general and prepayment posting profile setup in the parameters form so that no manual intervention will take place when a new document is created in the ERP.

    Drawback: - 

    Following above solution; will always prompt you to select the desired posting profile 'manually' in customer free text invoice as well as in customer payment journal forms whenever any new such document is created.

    Kindly review and provide your feedback.

    Best regards,
    Sourav Dam

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

  • Suggested answer
    Rahul Mohta Profile Picture
    Rahul Mohta 21,014 on at
    RE: Customer Posting Profile on Sales Order

    hope you are going to try and suggest on using one posting profile and use different ledger posting by customer group

  • David Tailor Profile Picture
    David Tailor 757 on at
    RE: Customer Posting Profile on Sales Order

    Hello Sourav,

    i already created 2 customer posting profiles: GEN and GEN 2.

    for GEN i setup allow automatic settlement, for GEN 2 i make it none.

    the issue is that D365 is always reading from parameters means:

    if you keep parameters blank, it populates blank customer posting profiles on every Sales order header.

    Then i have to select on every sales order header, the posting profiles i need (if automatic settlement or not).

    hope this is clear enough.

    BR,

    David

  • Suggested answer
    Rahul Mohta Profile Picture
    Rahul Mohta 21,014 on at
    RE: Customer Posting Profile on Sales Order

    need to keep only two posting profile

    one for regular and other one for prepayment

    within the regular one, create multiple lines based on customer, customer group or all

  • Suggested answer
    SouravDam Profile Picture
    SouravDam 11,723 on at
    RE: Customer Posting Profile on Sales Order

    Hello David Tailor,

    Is this sorted out?

    Kindly update us.

    Best regards,
    Sourav Dam

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

  • Suggested answer
    SouravDam Profile Picture
    SouravDam 11,723 on at
    RE: Customer Posting Profile on Sales Order

    Hello David Tailor,

    As mentioned in my last comment on this thread; you cannot set the Allow automatic settlement check box enabled for every single group which you set in one posting profile for example; GEN.

    If there are separate / individual posting profile created, then for each posting profile you can set this "Allow automatic settlement" check box either enabled or disabled.

    And after that, you have to set one posting profile only in the parameters form.

    Best regards,
    Sourav Dam

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

  • David Tailor Profile Picture
    David Tailor 757 on at
    RE: Customer Posting Profile on Sales Order

    This is what i did, but it didnt work.

    D365 is reading only posting profile from AR parameters.

    BR,

    David

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,711 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,458 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans