Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Finance forum / How to set up multiple...
Finance forum

How to set up multiple methods of payment for one vendor

(0) ShareShare
ReportReport
Posted on by CU24060019-0 93
I would like to set two methods of payment according to the conditions below. How should I reflect it?
 
Invoice datemethods of payment
1~15EOM +10
16~EOMEOM +25
Categories:
Other Functionality
  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 290,277 Super User 2024 Season 2 on at
    How to set up multiple methods of payment for one vendor
    Hi,
     
    There can be only one method of payment set up on the vendor master. You can choose another method when entering a new vendor invoice. If you want to have an automation where the method of payment is depending on the date of the month, it will require a customization.
  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 11,151 Super User 2024 Season 2 on at
    How to set up multiple methods of payment for one vendor
    Hi,
    You can define vendor method of payment on vendor card and vendor transactions (you can also add it manually on vendor proposal form before you import it on journal lines to fulfill the payment process) while there is not a standard function to calculate vendor method of payment based on invoice date or due date.

    Then, you need to either update the this value manually on vendor transaction before they proceed for payment or create a customization for this purpose.
     
  • Martin Dráb Profile Picture
    Martin Dráb 228,135 Most Valuable Professional on at
    How to set up multiple methods of payment for one vendor
    Moved from Dynamics 365 general forum.
  • Community member Profile Picture
    Community member 2 on at
    How to set up multiple methods of payment for one vendor
    Hi Ruydy
     
    I am using D365 F&O.
    Did this answer your question?
     
    Thank you
  • Suggested answer
    RudyZhang Profile Picture
    RudyZhang Microsoft Employee on at
    How to set up multiple methods of payment for one vendor
    Hi,
     
    We have analyzed the information you have provided, but unfortunately, based on the information you have provided we are unable to determine which product in the Dynamics 365 family you are using and would appreciate it if you could provide us with more information about this product.
     
    The official documentation at the link below provides steps to set up different payment methods in Dynamics 365 Finance and Dynamics 365 Business Central.
    Establish customer method of payment - Finance | Dynamics 365 | Microsoft Learn
    Set Up Payment Methods (contains video) - Business Central | Microsoft Learn
     
     
     
    I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.
     
    Best Regards,
    Rudy Zhang

Helpful resources

Quick Links

Dynamics 365 Community Update – Sep 9th

Welcome to the next edition of the Community Platform Update. This is a weekly…

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Community Spotlight for September 2024

Kudos to Mohana Yadav!

more Community News

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,277 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,135 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans