D365 Finance & Operations and Dynamics AX Forum

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  • 1.  Multiple Payment Terms for a Customer

    SILVER CONTRIBUTOR
    Posted Feb 23, 2022 06:46 PM
    Hi all:

    Is it possible to define Multiple Payment Terms for a Customer in D365 F&O?
    Use case is that we want the flexibility to have some products/services to invoice with Payment Terms = 30 days whereas other product/services are to be invoiced with Payment Terms = 45 days?
    I understand the above scenario assumes each invoice contains a services for a unique Payment Term (ie. we cannot have products/services on a invoice that span multiple Payment Terms). 

    Thank you

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    Rohit Sharma
    84.51
    Cincinnati
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  • 2.  RE: Multiple Payment Terms for a Customer

    SILVER CONTRIBUTOR
    Posted Feb 24, 2022 04:06 PM
    I think i understand your question, you can have terms set on a customer as a "base" for terms but change the terms on the actual sales order to be something different

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    Mara Taylor
    Credit Manager
    Kent Water Sports Holdings, LLC
    Snoqualmie WA
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  • 3.  RE: Multiple Payment Terms for a Customer

    SILVER CONTRIBUTOR
    Posted Feb 27, 2022 09:57 PM
    Mara
    Thanks!

    What you suggest appears to be the only out-of-box option. We were looking for a option that does not involve "touching" each sales order to apply the payment term  - something in between Customer-level Payment Term and Payment Term specified on the sale order. 


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    Rohit Sharma
    84.51
    Cincinnati
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  • 4.  RE: Multiple Payment Terms for a Customer

    GOLD CONTRIBUTOR
    Posted Feb 28, 2022 09:17 AM
    Sales Agreements let you select terms for each agreement at the agreement header level.  You could setup Agreement 1 with products and services with payment terms = 30, and Agreement 2 with products and services with payment terms = 45.  When a sales order came with you would need to reference which agreement number should apply to that sales order.  If your orders come in through an automated EDI feed that *should* not be too hard to do.

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    Barclay Hershey
    Financial Analyst
    Sugar Creek Packing Co
    Cincinnati OH
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