Error during posting of Purchase invoice with deferral template

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Posted on by EO-22040911-0

Hi colleagues,

Do you know how to solve error during posting of Purchase invoice with deferral template.

You must create a deferral schedule if a deferral template is selected. Line: 0, Deferral Template: 12 MONTH.

Deferral schedule was created, but it steel give me such error.

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Dynamics 365 Business Central

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KP - Solution Archi... 658 on at

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Hi,

You need to define the deferral schedule

Please refer screenshot below.

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Jainam M. Kothari 15,639 Super User 2025 Season 2 on at

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Hello,

To resolve the error when posting a purchase invoice with a deferral template in Business Central, ensure the deferral template is correctly set up, verify the deferral schedule is properly linked to the invoice, and check that the source codes for sales and purchase journals are distinct.

Additionally, confirm the posting date aligns with the deferral schedule and consider recreating the deferral schedule if issues persist.

May this can help : https://learn.microsoft.com/en-us/dynamics365/finance/accounts-receivable/sb-deferrals-schedules

https://community.dynamics.com/blogs/post/?postid=840d39c4-5a3d-4d2b-b8d0-477b52479208

https://learn.microsoft.com/en-us/dynamics365/business-central/finance-how-defer-revenue-expenses

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Jun Wang 8,202 Super User 2025 Season 2 on at

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Agree with KP, you need to populate the deferral code on the line, then BC will calculate the schedule based on the dates of the invoice. Then you should be able to post. If you only set up the deferral template, BC doesn't know for what document you apply it to, so you need to establish a link between the template and the invoice. That is the deferral code is for.

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EO-22040911-0 77 on at

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THank you for your answers,

Deferred code was added from item card, and there is deferred schedule. So I think everythhing is setuped correctly.

But can't post invoice.

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EO-22040911-0 77 on at

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Problem solved. You had to fill out the Source Code Setup page
General Deferral
Sales Deferral
Purchase Deferral

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YUN ZHU 95,432 Super User 2025 Season 2 on at

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Just add some info:

Business Central 2022 wave 1 (BC20): More control over deferrals posting (Beginning of Next Calendar Year as the Start Date)

https://yzhums.com/24008/

Thanks.

ZHU

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Khushbu Rajvi. 20,378 Super User 2025 Season 2 on at

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Adding more details: https://www.youtube.com/watch?v=sKdYnQrtVcM

https://community.dynamics.com/blogs/post/?postid=840d39c4-5a3d-4d2b-b8d0-477b52479208

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YW-26110926-0 14 on at

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I have same question and I have fill out the Source Code Setup page
General Deferral
Sales Deferral
Purchase Deferral

However, the issue still persist

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