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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / minimum amount install...
Finance | Project Operations, Human Resources, ...
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minimum amount installment

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Posted on by 365 finance e opera... 35

Hello all

I need create a payment schedule whith a rule about  the minimum amount of the installment alowed.

I try use these fields in the payment schedules form, but both options don´t work as I was imagine.

There is this option in 365 fo?parcela_5F00_minima.png

Iys possbile setup the system to block the post if the minimum amount of the installment is lees than the value in these fields?

Thanks

Regards

I have the same question (0)
  • Suggested answer
    MauricioSaldana Profile Picture
    MauricioSaldana on at

    The fields you marked on your screenshot are for a different purpose, the first minimum is to specify the minimum installment amount in this case if the installment will be 300 calculated according to the schedule and invoice amount, the system will override the amount to 500 because that is the minimum.

    The second minimum amount field refers to the minimum order amount value allowed for an order to qualify for installment payments, so I'm afraid the standard doesn't offer you the option you are looking for.

    If you need to have this business process in place you will have to customized the system, or you can explore if a work flow can give you what you want.

  • Suggested answer
    365 finance e operation Profile Picture
    365 finance e opera... 35 on at

    Thanks Mauricio,

    I just made new tests and now I understod the concept. The objective is only about the amount of the installments, the system don´t lock the post.

    Regards

  • Suggested answer
    MauricioSaldana Profile Picture
    MauricioSaldana on at

    That's correct, if your question has been answered could you please validate the response?

    Thanks

  • Suggested answer
    365 finance e operation Profile Picture
    365 finance e opera... 35 on at

    Tks

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