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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Keeping track of payme...
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Keeping track of payments due to certain users

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Posted on by Ben T 777

We have users who regularly have appointments and are paid for those appointment. We have things set up so that when the complete the appointment record, it creates a separate payment record in a custom entity. Payments are made twice a month, and then we deactivate the payment record so we know which have been paid and which haven't. 

are there any other approaches to this that someone might consider? We are having to a bit of an overhaul since the payment structure recently changed, and I would to hear any ideas or alternative approaches. ty!

  • Verified answer
    AriaConsulting Profile Picture
    AriaConsulting 2,655 on at
    RE: Keeping track of payments due to certain users

    Well, I would say that without going to a proper finance/ERP system (even QB or Simply Accounting if budget is really, really an issue) where the payee would be setup as a "vendor" so that the accounting considerations are appropriately addressed, what you have now is probably the best approach I can think of.  At least without being able to really see it and understand the business case and constraints and such.

  • Ben T Profile Picture
    Ben T 777 on at
    RE: Keeping track of payments due to certain users

    We have someone that will add up the amounts and pay the respective people - I think its through the bank account portal but im not 100% the details on how the payments are made. The data in dynamics isn't imported though, we use mainly to calculate the total amount to be paid and then keeping track of what has already been and what hasn't. 

  • AriaConsulting Profile Picture
    AriaConsulting 2,655 on at
    RE: Keeping track of payments due to certain users

    Definitely better, thank you.  One other question though: what system actually handles the financial postings? The one that, I assume, is the target for the data that you export monthly?

  • Ben T Profile Picture
    Ben T 777 on at
    RE: Keeping track of payments due to certain users

    Hi, I was asking because I know the finance/ERP system probably has more out of the box features for this. Here is how we have things set up:

    We make an appointment for a contact and the contact pays $99 at the end of the appointment. We complete that appointment associated w/ the contact, and on completion a flow creates a custom record for a user associated with that contact (the user that had the appt w/ the contact). The custom record keeps track of the various details, like how much was paid for appt, when the appt was, who was the contact, etc. Then at the end of the month we export the custom records and add up the amount due to each user. After we pay that amount, we deactivate the custom record. I hope that's a clear enough picture, let me know if not. Ty for your thoughts

  • AriaConsulting Profile Picture
    AriaConsulting 2,655 on at
    RE: Keeping track of payments due to certain users

    OK, so can you explain a bit more (maybe with screenshots) of how you're doing this currently?  Obviously CE (Sales) doesn't really handle "payments" per se as that would normally be a function of the finance/ERP system either from payroll or AP.

  • Ben T Profile Picture
    Ben T 777 on at
    RE: Keeping track of payments due to certain users

    Hi, we are using CE

  • AriaConsulting Profile Picture
    AriaConsulting 2,655 on at
    RE: Keeping track of payments due to certain users

    Hi Ben,

    First, can you specify which app 'stream' you're asking about (CE, BC, F&O)?

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