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Terms of Payment

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Posted on by Dhananjay Vyavahare

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Hi All,

While implementing D365 F & O have one requirement to set up payment terms as 50 % at the time of delivery and remaining 50% will be after 20 days.

How this can be configure or any other way around for this method?

Thanking you in anticipation.

rgds

dhananjay

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Zain Mehmood 4,173 Most Valuable Professional on at

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RE: Terms of Payment

Hi Dhananjay Vyavahare,

You can use the payment schedule functionality for this,

Create payment two payment lines for this,

1. 50% after delivery.

2. 50% after 25 days.

While creating payment proposal for the account youll get the same lines.

You can access payment schedules from the following path,

Accounts receivable/Setup/Payment/Payment Schedule

For more information about payment schedules please see

https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/set-up-payment-schedules-on-orders

Please mark yes against the answer that helps you.

Warm Regards,

Zain

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Satish Panwar 14,671 Moderator on at

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RE: Terms of Payment

Hi Dhananjay Vyavahare,

You can try to leverage payment schedule but it's not exactly what you are looking for. This is GAP in current functionality. Payments etc. is due/paid at the time of invoice or after invoice is posted and not dependent on delivery. The process may be different based on which module you are taking about (AR or AP).

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qianwang 7,168 on at

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RE: Terms of Payment

Hi Dhananjay,

I think payment schedule could be an easiest way to configure it.

Create payment schedule like below and then add it to the header of order.

You can check and modify the specify date in ‘INVOICE’ tab.

Regards,

QianQW

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