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Finance | Project Operations, Human Resources, ...
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How to bulk create schedule under asset leasing module for D365

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Hi Microsoft team,

We are using the Asset leasing module under D365 finance and operation. We wonder whether the system has a function to generate bulk books or create bulk schedules after uploading relevant parent lease and payment schedule contracts information. As we have more than 100 leases and if there is a function to generate bulk book, it would be really helpful if it has the bulk create schedule function.

Below is a screen shot of 9 leases sitting under one entity.

pastedimage1638340073568v1.png

Thank you for your help in advance!

I have the same question (0)
  • huijij Profile Picture
    19,811 on at

    Hi Servcorp,

    There is no such OOB function, you need to do some customization.

  • Suggested answer
    M.Aamer Profile Picture
    on at

     Servcorp Limited  If I understand your scenario correctly, you have imported the parent leases only, you're in the stage of creating lease book and schedules and you want to do it in batch, in this case you'll need to try "Create schedule batch" under Periodic. 

    pastedimage1640805334817v1.png

    Please check this short video community.dynamics.com/.../dynamics-365-finance-asset-leasing-master-data-migration

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