Current Expected Credit Loss in D365

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Posted on by PaladinSteve

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Hi,

Just wondering if anyone has found a good way to utilize any of the built in functionality in D365 to implement ASU 2016-13, in particular as it relates to Trade Accounts Receivables?

Looking for suggestions, ideas, proof of concepts. I realize the full standard will likely require some calculations outside of the ERP, but curious if anyone has found ways within the ERP to make data collection/analysis easier or at least more automatable?

Thanks,

Steve

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Jonas "Jones" Melgaard 4,988 Most Valuable Professional on at

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Hi Steve,

The concept doesn't exist in Dynamics, as it's not designed to handle financial instruments (Bonds, Loans etc). In the banking context, Dynamics should primarily be used for treasury and AR/AP functions.

If you're looking to stay within the Microsoft ecosystem, my recommendation would be to implement your models in either Azure Synapse Analytics or Microsoft Fabric, and base it on data from D365 Finance.

I hope it's okay to ask, but what kind of financial instruments are we dealing with here?

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PaladinSteve 290 on at

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For my purposes, I was pertaining to Trade Accounts Receivable.

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Jonas "Jones" Melgaard 4,988 Most Valuable Professional on at

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Okay, thanks.

I'm not knowledgeable enough in BPA (What is Business performance analytics - Finance | Dynamics 365 | Microsoft Learn) to say if it's possible to run these models using that tool.

But I'd recommend you to investigate if the Customer payment predictions in Financial Insights can help with your reporting. Then you can see the probability of a customer not paying on time / defaulting.

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