BBCG.05.06.D365.2.PDF: Configuring Accounts Receivable within Dynamics 365 for Operations (Second Edition) - Module 6: Configuring Deduction Management (Digital)
Unfortunately, customers don't always pay the amount that we ask them to, and tracking the discrepancies can be a chore because you may have given an incentive to the customer that they are taking as a valid deduction, the customer may be penalizing us for one reason or another, or they may be wrong. We don't want to have the invoices sitting out there waiting to be investigated and cluttering up the aging's, though, which is where the Deduction Management feature comes into play.
The Deductions Management function allows us to record deductions as we receive cash and close out the invoices. Then the deductions are set aside for someone to investigate them and decide if they are valid or not.
In this module, we will show how to set up and use the Deduction Management features.
- Configuring a Deduction Journal Name
- Configuring Trade Allowance Management parameters for Deductions
- Configuring Deduction Types
- Configuring Deduction Denial Reasons
- Configuring Deduction Write-Off codes
- Entering Customer Payments with Deductions
- Working with Deductions within the Deduction Workbench
Series: Dynamics Companions Bare Bones Configuration Guides
Guide: Configuring Accounts Receivable within Dynamics 365 Finance
Digital: 221 pages
Publisher: Blind Squirrel Publishing (March 2, 2021)
Product Dimensions: 8.5 x 11 inches
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