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Customer Posting Profile on Sales Order

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Posted on by David Tailor

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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

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Juanse 660 on at

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Hello,

Having a default posting profile in the AR parameters is a required step. Just add one to the parameters page and then they should start defaulting properly by customer group.

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SouravDam 11,730 on at

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Hello David Tailor,

Would like to understand; why 2 separate customer groups have been created? Is that group '40' representing any prepayment type posting profile?

System always validate both posting profiles whatever is set in the parameters form as well as in respective posting profile forms for example; AP, AR and FA. In the PO or in SO; system will always consider the profile which is selected in the parameters form.

Now; profile which is set in the parameters form; goes hand in hand with the posting profile set up in respective posting profile forms.

Which means; at the time of posting the document; system will verify the posting profile as set in the parameters form and at the same time, it will validate the same profile as set in the customer posting profile form in order to post the transaction in main account level.

You will possibly get an error message when you will try to post this SO just because no profile is selected in parameters form.

Let us know for any further clarification.

Best regards,
Sourav Dam

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Rahul Mohta 21,032 on at

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how about creating a single posting profile and based on different customer groups select the summary account

the only time posting profile are needed to be seperate is for prepayments

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saurabh bharti 15,039 Moderator on at

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Hi David,

Generally we create multiple posting profile when we want to have different accounting events for same group of vendor or same vendor e.g. for same group or vendor we want have "Advance" in different GL code and payable in different , in that case two posting profiles are required.

If different groups require different control account posting then that can be managed using same posting profile by having different summary account.

Also, without having default posting profile system will not consider .

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David Tailor 822 on at

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Hello,

actually, i need to have one posting profile with automatic settlement and another posting profile without.

and i will assign to customer groups accordingly.

is it possible? or any other setup or workaround?

Note: i want to avoid manually select posting profile for every sales order.

BR,

David

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SouravDam 11,730 on at

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Hello David Tailor,

In one posting profile, this is not possible.

In that case you have to set every customer posting profile separately and set the Allow automatic settlement check box enabled at posting profile group level.

For example; for group New1; this check box is disabled for customer group 10.

And for group New; set this check box enabled for customer group 20.

Kindly check and update us.

Best regards,
Sourav Dam

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Rahul Mohta 21,032 on at

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seperation of settlement and profile needs to be done

create a single profile wuth different posting accounts based on customer groups and leverage settlement (either automatic or manual)

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David Tailor 822 on at

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This is what i did, but it didnt work.

D365 is reading only posting profile from AR parameters.

BR,

David

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SouravDam 11,730 on at

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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

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SouravDam 11,730 on at

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Hello David Tailor,

Is this sorted out?

Kindly update us.

Best regards,
Sourav Dam

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