Interest calculation - periodic

(1) Share

Report

Posted on by SS-26060903-0

Hi,

Is it possible to create two interest notes for a Free text invoice? Example: Free text invoice is due for more than 2 months, and I want to run a interest note each month it is delayed for payment. For each month, I want to use different interest codes.

I have a case where I can not create the second interest note.

Suzan

I have the same question (0)

All responses (3)

Answers (2)

Sort by

Verified answer

Ramit Paul 22,809 Most Valuable Professional on at

Like
a
(1)

Report
Copy link

Link copied!

Hi,

You can only use one code for the transaction in interest note, multiple code is not possible, however you can explore the multiple rates option but I dont think your issue will be solved.

Was this reply helpful? Yes No
Verified answer

Alireza Eshaghzadeh 15,225 Super User 2026 Season 1 on at

Like
a
(1)

Report
Copy link

Link copied!

Hi Suzan,
As Ramit mentioned, I don't think it's possible to generate interest with different codes for a single invoice in D365FO without customization.

However, you can have different rates if you use the "Multiple Rate" function. This means that a variable interest rate is used for the interest calculation period, and the rates are determined by the interest calculation period of the transaction. For more information, please check the following blog on Microsoft Learn:
Set up interest rates for an interest code - Finance | Dynamics 365 | Microsoft Learn

Was this reply helpful? Yes No
Suggested answer

SS-26060903-0 52 on at

Like
a
(1)

Report
Copy link

Link copied!

Hi, and thank you so much for your reply.

I have found out that you can not run 2 or more interest calculations (=interest codes) for the same invoice in the same period. But you can run 2 different interest calculations for the same invoice, but in two different periods.

Example:

Invoice is due and not paid by customer on 31-01-2024

Interest calculation - code 5% - on 28-02-2024

Interest calculation - code 3% - on 31-03-2024

BR

Suzan

Was this reply helpful? Yes No