D365 Finance & Operations and Dynamics AX Forum

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  • 1.  How can we identify customers that pay within terms

    Posted Nov 29, 2021 03:15 PM
    How do can we report customers that make payments within terms?  Is there a status we can apply to them?

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    Maggie Dominguez
    CGI Windows and Doors
    Hialeah FL
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  • 2.  RE: How can we identify customers that pay within terms

    GOLD CONTRIBUTOR
    Posted Nov 30, 2021 08:27 AM
    You can export the Customer entity (in Excel) - Terms of payment is a field in the entity. However you usually do reporting with data from D365, you can use the data from the customer entity to look at payment terms. Can I ask why you want to give them a status?

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    Kerstin Newman
    Business Analyst
    StarTech.com
    London ON
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  • 3.  RE: How can we identify customers that pay within terms

    Posted Nov 30, 2021 12:14 PM
    I would recommend that you look into using the Credit and oollections> Credit rating. 

    This field can be added to your Custoemr list page as well as the Credit and collecgtions module> Aged balances.  You might also look into using the new Credit management and setting up risk factors and use this to rank your Customers according to how they pay.

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    Stacy Black
    Senior Finance Consultant
    MCA Connect
    Mukilteo WA
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