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User-define Deferral Method

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Posted on by ClairevdM

Hi Community,

Has anyone come across the situation where a User-defined deferral schedule was used on a sales order line but when posting the order/invoice the Deferral Lines - Sales table is updated with ZERO - see screenshot below? This results in no actual deferral being created.

If I select any other deferral method this table populates the lines correctly. I am testing this in Cronus.

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Dynamics 365 Business Central

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AndrewThomas81 843 on at

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If user defined calc. method is selected thent the default amount for each period is 0 - you have to enter the amounts manually per period.

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

Kind Regards

Andrew Thomas
https://www.usebusinesscentral.com/
https://www.youtube.com/@usebusinesscentral

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ClairevdM 34 on at

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Thanks Andrew.

I did manually populate the values before posting and yet after posting it ignored my values and posted zero.

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Rajvi Shah 250 on at

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Hello,

You need to define the "Deferral Code" in the sales order and click on below action.

And need to define the manual deferral amount in "Deferral Schedule".

I Hope this will help.

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AndrewThomas81 843 on at

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The functionality is working for me in testing, as always I would suggest to use the preview posting function to check postings before commiting

Kind Regards

Andrew Thomas
https://www.usebusinesscentral.com/
https://www.youtube.com/@usebusinesscentral

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Rajvi Shah 250 on at

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Hello,

Please Check that Total Invoice/Order Amount should be greater than 0. Please Check that document once.

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Gerardo Rentería Ga... 26,110 Most Valuable Professional on at

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Hi, good day
I hope this can help you, and give you some hints.

Publicación | LinkedIn

Best Regards
Gerardo

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YUN ZHU 100,212 Super User 2026 Season 1 on at

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Hi, hope the following can give you some hints as well.

More control over deferrals posting (Beginning of Next Calendar Year as the Start Date)

https://yzhums.com/24008/

Thanks.

ZHU

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OussamaSabbouh 15,188 Super User 2026 Season 1 on at

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Hello ,

Yes this is expected with User-Defined deferral if you do not manually enter the schedule amounts before posting. Microsoft docs say User-Defined means Business Central does not calculate the Amount field for each period, so if those line amounts are left blank, the posted Deferral Lines - Sales can end up as 0.00, which means no real deferral gets created; that is why other methods work, because BC calculates those amounts for you automatically. So the fix is simply to open the Deferral Schedule on the sales line, fill in the Amount values manually for each period, and then post.

Regards,
Oussama Sabbouh

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ClairevdM 34 on at

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Thank you everyone for the guide, however as stated earlier, I am entering the amounts manually in the deferral schedule. The problem is:
1. I am using a non-inventory item to defer

2. Once the sales invoice is posted, the deferral schedule reverts all the values back to zero

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AndrewThomas81 843 on at

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I have re-tested this, and managed to post a deferral without anything being created in Deferral Lines - Sales

Checking the general ledger entries and the Deferral Summary - Sales it has posted correctly, can you check those 2 sources as well? I haven't looked at the Deferral Lines - Sales page before, not sure what it's purpose is

Kind Regards

Andrew Thomas
https://www.usebusinesscentral.com/
https://www.youtube.com/@usebusinesscentral

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