Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

Multiple Terms within A/R

  • 1.  Multiple Terms within A/R

    Posted Aug 02, 2019 01:34 PM
    Our company has multiple clients with different payment terms depending on the items being invoiced.  I believe the system only allows for each client to have one set of terms.  With only 1 set of terms, the A/R aging report is incorrect.  Does anyone know if there is an option to override the standard terms set for the client with different terms?

    ------------------------------
    Jennifer Vanselow
    Augeo Affinity Marketing
    St. Paul MN
    ------------------------------
    Conference-CRMUG_200x200


  • 2.  RE: Multiple Terms within A/R

    MICROSOFT MVP
    Posted Aug 02, 2019 05:21 PM
    @Jennifer Vanselow - You may have posted this in the wrong forum. This is the "CRM" forum for Dynamics 365. You may want to post your questions in the Dynamics 365 (AX) forum (AXUG):  ​https://www.axug.com/home

    ------------------------------
    Aaron Back, MCSE
    Sr. Microsoft Dynamics 365 Consultant
    www.acemicrotech.com
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
    ------------------------------

    Conference-CRMUG_200x200


If you've found this thread useful, dive deeper into User Group community content by role