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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Consolidate vendor and...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Consolidate vendor and customer balances in Dynamics

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Posted on by CapsLock 1,419
Hi, 
 
In Business central it is possible to consolidate balances for companies that are vendor and customer at the same time: 
 
 
Is this not possible with Dynamics? 
  • Suggested answer
    Gaurangkumar Jani Profile Picture
    Gaurangkumar Jani 4,578 User Group Leader on at
    Hi Patricia,
     
    I haven't seen this function in D365FO by default.
    But you can have combined Account Statement in Dynamics 365 Finance.
     
    If you have same customer id with same party id in more than one legal entity, you can generate one account statement in dynamics 365 Finance.
     
    Please let us know if this helps.
     
    Thanks,
    CA Gaurangkumar Jani
  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Hi Patricia,
    There are discussions in the forums that mention using D365 Finance and Operations to merge customer and vendor balances, you can look, and they all seem to state that there is no automatic process to settle between customers and vendors with the same party ID balance. It does not have specific documentation to illustrate the standard steps like BC.
    Dynamics Community Forum Thread Details
    Best Regards,
    Hana

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