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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Deferral Function
Small and medium business | Business Central, N...
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Deferral Function

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Posted on by LeRig 45

Hi All,

When setting up a deferral template - is there any way for it to create the deferral journals to be at the end of the month for each period?

I've tried a few variations now but it keeps generating the dates as at the beginning of each period. In order for me to have it posted at the end date of each period, I need to manually change them prior to posting. Hoping there is something I have missed.

Thank you

  • LeRig Profile Picture
    LeRig 45 on at
    RE: Deferral Function

    Thanks mate - yes, trying to post the deferrals at the end of the period. Might have to go in manually. Thanks any way.

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Deferral Function

    Hello,

    Are you trying to setup a Deferral Template that has a Starting Date of the End of Period or are you trying to create a Deferral Template that POSTS the Deferral at the End of the Period? I have tested and the latter does not seem to work. Not sure why and yes, seems like a bug.

    Thanks,

    Steve

  • LeRig Profile Picture
    LeRig 45 on at
    RE: Deferral Function

    I have read this - this doesn't answer my question. Thanks

  • Kolitha_Dissanayake Profile Picture
    Kolitha_Dissanayake 230 on at
    RE: Deferral Function

    Hi LeRig,

    Please refer this blog post  https://nandeshgowda-navblog.blogspot.com/2017/01/defer-revenues-and-expenses-deferral.html

    Thanks,

    Kolitha

  • LeRig Profile Picture
    LeRig 45 on at
    RE: Deferral Function

    I tried all the options of start, beginning date, end date but the first period journal will be date of the journal & the remaining period journals seem to pick up the beginning date of each period.

  • JAngle Profile Picture
    JAngle 33,159 on at
    RE: Deferral Function

    Doesn’t the deferral template have a field called “Start Date”? That then has end of period as an option. I’m checking a newer version but I’m doubtful it is new to the feature

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