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Finance | Project Operations, Human Resources, ...
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Self-billing management

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Posted on by 1,419

Hi, 

What are the best practices or the only possibilities to manage self-billing situation in D365FO? 

Are there any specific features that make this easier? Would they apply to invoice journals or just purchase orders? Or, is it the case that there's not specific functionality for this and you just configure layouts for supplier invoice journals, record invoice journals and print supplier invoices out afterwards to send to the supplier? If so, I guess that the invoices can automatically be sent to an email address on the supplier card? 

I've read there has been / or there will be released new functionality regarding the possibility of paying receipts by using the self-billing process? Anyone knows how we would configure this? 

Thanks in advance for your input! 

I have the same question (0)
  • qianwang Profile Picture
    7,168 on at

    Hi CapsLock,

    The procurement and accounts payable organizations can enable payment of receipts by using the self-billing process. And this feature has not been released. Please wait patiently.

    docs.microsoft.com/.../planned-features

    Regards,

    QianQW

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi CapsLock,

    Do you refer to self billing practices that you regularly see in the automotive/electronic industry where the customer sends you a notification of the parts they received, considered as acceptable and are willing to pay them?

    Best regards,

    Ludwig

  • CapsLock Profile Picture
    1,419 on at

    Yes Ludwig. Or for example, in an animal feed industry were truck loads of multilple tonnes are very different in the origin and destination points. The customer purchasing the feed issues the invoice that is going to pay to the supplier according to the quantity actually received, registered on their scales.

  • Flu Profile Picture
    2 on at

    Hi, does anyone have an update on this? I cannot find it in the topic list features and not sure if it has been released by now.

  • Bpauwer Profile Picture
    5 on at

    Ludwig Reinhard 

    Do you have any updates on this matter. Currently we are in an implementation of D365 looking for the same functionality as mentionned. We have self-billing arrangements both with customers (sending us the sales invoice) and suppliers (we send the sales invoice).

    Can you give any tips on approach?

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