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What is the easiest way to cross transact a credit the same customer has on one company to the other company when I have two Company accounts in D365 (two different subsidiaries)? For example, the same customer is in both companies but used a credit memo from Company A on Company B's books. How can I take the credit they used from Company A's account and transfer it to Company B's account in D365? I am assuming an FTC on one side and a FTI on the other account, and create a journal entry to offset the transactions intercompany-wise?
Hi Jsabanovski,
You can either create free text invoices or general journals to transfer amounts for a customer. Note that there is also a centralized payments feature where you can settle transactions cross company.
Hi Andre,
That's what I was thinking as well for the free text invoices. Where is the centralized payments feature located?? That sounds very interesting.
You can read more about this feature on Microsoft Learn: Set up centralized payments - Finance | Dynamics 365 | Microsoft Learn
Thank you sir!
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