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Part II: Purchase Order Processing & Vendor Payments for Microsoft Dynamics 365

November 7, 2018 | New View Strategies

Hopefully, you’ve had the chance to read through my Prepayments for Accounts Payable series where I cover Prepayments from start to finish. The process works the same way for the Sales Order Process so I’m just going to touch on a few key setup points. For details on following the process through, refer to the Payables series.

To begin, let’s review the Sales & Receivables setup. There are a few pieces of information to complete for Prepayments to process correctly. First, the Check Prepmt. when Posting box should be checked. Checking this box will provide a warning message when shipping or invoicing an order that has an unpaid prepayment amount. Second, update the Posted Prepmnt. Inv. Nos. and Posted Prepmt. Cr. Memo Nos. in the Number Series tab.


The last piece of information to set up is the G/L account used to post Customer Prepayments, found in the General Posting Setup. This account is typically a Liability account.


Next, we need to review the Customer requirements. Do you require your Customer to always (or mostly) pay a prepayment on orders? Or on certain items they purchase? You can make your sales process more efficient by identifying this information on the Customer card.

To set a Prepayment % by Customer, update the Prepayment field on the Payments tab.


To add percentages on a per item basis, in the Navigate Ribbon, go to the Sales section and select Prepayment Percentages. This will bring up the page, filtered to the Customer. Select the Item No., Starting Date, Ending Date, and the applicable Prepayment percentage.

To follow the rest of the process, look at the Prepayment series Part IPart II, and Part III.

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The experts at New View Strategies are experienced Dynamics NAV and Business Central trainers and business process consultants who have walked in your shoes as former Corporate Controllers, Directors of IT, and Solution Architects, and believe increased utilization of your business systems is critical to the continued success of your company.
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