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Vendor And Customer Balances Netting | Microsoft Dynamics 365 F&O

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Microsoft Dynamics 365 F&O | Vendor and Customer Balances Netting | D365 Finance Managing vendor and customer balances efficiently is crucial for any business. In this Blog, we’ll walk you through the Vendor and Customer Balances Netting process in Microsoft Dynamics 365 Finance & Operations (D365 F&O). You’ll learn how to offset payables and receivables, streamline financial reconciliation, and optimize cash flow management.  What You’ll Learn: How to configure vendor and customer netting in D365 Finance Step-by-step guide to settling balances Best practices for financial reconciliation How to improve cash flow efficiency   We cover: When and why to use this feature. Step-by-step configuration. An end-to-end demo showcasing the netting process. Advanced automation options for even greater efficiency. Set Up Customer-Vendor Relationships Path: Accounts payable > Vendors > All vendors > Select Vendo...
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"How Total Discount % Works in D365 Sales Orders | Setup + Posting Explained"

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Total Discount % in D365 Sales Orders In Microsoft Dynamics 365 Finance & Operations (D365 F&O), the Total Discount % is a manual percentage-based discount that applies to the entire sales order amount , not just to individual lines. It reduces the total value of the sales order based on the percentage you specify and is automatically distributed proportionally to each sales line. Setup for Total Discount % in D365 F&O Accounts receivable > Setup > Accounts receivable parameters > Prices tab Enable Total Discount Go to Accounts receivable parameters . Under the Prices tab, ensure:   Enable total discount is checked.  Optionally, you can also configure discount posting settings if needed for GL impact.  Process to Apply Total Discount % Step-by-Step: Create a Sales Order Go to: Accounts receivable > Orders > All sales orders Click New , choose a customer, and click OK . Add sales order ...
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