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Customer Write-off processing for multiple customers at a time

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Posted on by JP..

Hi Team,

Please assist with this Scenario:
We have multiple customers whose balances need to be written off in Dynamics 365 Finance and Operations (D365F&O). Based on my observation, the system allows us to process a write-off for one customer at a time using a single journal entry. However, this results in the creation of multiple general journals—one for each customer.

Question:
Is there a functionality or option in D365F&O that allows us to process write-offs for multiple customers using a single journal line or within a single journal entry, rather than creating separate journals for each customer?

Thank you in advance.

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Dynamics 365 Finance

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CA Neeraj Kumar 1,615 on at

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Customer Write-off processing for multiple customers at a time

Thanks @NishantM for the addition to the solution, that's make the solution more clear 😊

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NishantM 30 on at

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Customer Write-off processing for multiple customers at a time

Hi JP. Work around suggested by Neeraj is good option with some additional controls, listed below

1. Define main account on the Method of payment so that user need not update on payment proposal.

2. Now to limit the invoices below a threshold amount for write-off, use Records to include under payment proposal and define Amount <$XX for open customer transactions.

3. Lastly, do have a workflow and may route it to specific manager where Method of Payment = WriteOff.

Another option,

You can define the Journal name of type 'Customer payment' specifically for Write-offs. On the journal name you default and fix the offset account and restrict for specific user group. This provide greater control access, ledger account, voucher and purpose built workflow.

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CA Neeraj Kumar 1,615 on at

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Customer Write-off processing for multiple customers at a time

Hi @JP..,

From your question, I understand that you are already familiar with creating write-off journals for multiple customers at once. However, your query is specifically about whether it is possible to have a single journal containing lines for different customers, instead of the system creating separate journals for each customer.

In standard D365 Finance and Operations, the system generates separate journals per customer by design. There are no parameters or configuration options available to merge them automatically into a single journal.

That said, one possible alternative solution approach would be:

1) Create a customer method of payment having Period = total

2) Go to the Customer payment journal > New > lines > Customer Payment Proposal

3) While creating payment proposal, select the offset type = Ledger and select the offset account = Write-off GL.

4) Select the required customers from the record to include option.

5) Generate > Ok

6) It will create a single journal having all the customers (required ones) in single journal entry and ready for posting.

If this helped, please mark it as "Verified" for others facing the same issue Keep in mind that it is possible to mark more than one answer as verified

Regards,

Neeraj Kumar

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CU22090953-0 2 on at

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Customer Write-off processing for multiple customers at a time

In Dynamics 365 Finance and Operations (D365F&O), you can process write-offs for multiple customers within a single journal entry. This can be done by creating multiple lines in a single general journal, with each line corresponding to a different customer's write-off. There is no standard functionality to perform hctra multiple customer write-offs on a single journal line.

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