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Need Help with Finance Charges in 365

  • 1.  Need Help with Finance Charges in 365

    Posted Dec 03, 2019 02:13 PM
    We are about to go live in 365 in a few weeks and have gone through some rounds of testing and the one issue we are coming up with is when we are trying to post finance charges. We are able to get thru all of the steps except it seems that we can not change the toggle switch for  "Posting per transaction"  It seems the default is set to Yes we want to post per transaction but we don't... The toggle is grayed out  and we can not move it from  yes to no... Does anyone know if there is a setting somewhere else that needs to be changed to able this to say "NO"

    Thank you in advance for your help

    ------------------------------
    Mara Taylor
    Credit Manager
    Kent Sporting Goods Company, Inc.
    Snoqualmie WA
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Need Help with Finance Charges in 365

    MICROSOFT MVP
    Posted Dec 05, 2019 06:19 AM
    HI Mara,

    Can you indicate if this is related to sales, purchase or projects? What exact form are you referring to?

    ------------------------------
    kind regards,

    André Arnaud de Calavon
    Solution Architect, Microsoft MVP - Microsoft Dynamics Business Solutions
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Need Help with Finance Charges in 365

    Posted Dec 09, 2019 01:36 PM
    We are trying to post finance charges in the Collections.

    ------------------------------
    Mara Taylor
    Credit Manager
    Kent Sporting Goods Company, Inc.
    Snoqualmie WA
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Need Help with Finance Charges in 365

    MICROSOFT MVP
    Posted Dec 16, 2019 04:09 PM
    Hi Mara,

    On what exact form do you want to change the setting? Probably, you can add a screenshot?

    ------------------------------
    kind regards,

    André Arnaud de Calavon
    Product manager, Microsoft MVP - Microsoft Dynamics Business Solutions
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: Need Help with Finance Charges in 365

    Posted Dec 16, 2019 07:48 PM

    So here is the switch that we were not able to change but now we can, and the only way we can change this is when we create the note... what I would like to know is if the when we create the note can be set as a default... ( please see below)  (Please note this is just a theory)

     

     

    When we create the note we MUST make sure that the "use posting profile from box"  says accounting

     

     

    Any help you can provide would be greatly appreciated....

     

     

     

     

     

     

     

    Happy Holidays from HO/Hyperlite

     

     

     

     

     




    Academy - Online Interactive Learning from Experts


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