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Applies to Product - Dynamics 365 Finance
 

What’s happening?
Customers are facing issues with changing payment terms for posted sales invoices and adjusting invoice due dates. Specifically, there are challenges in modifying these terms after the invoices have been posted.
 

Reason:
The underlying cause of this is identified as a clerical error during the sales order invoicing process, which resulted in incorrect payment terms being set.
 

Resolution:

  1. Changing Invoice Due Date:
  2. Navigate to the customer transactions form.
  3. Change the Invoice Due date and save the changes by clicking on Ctrl + S or Alt + S.
  4. Exit the form to ensure the due date is updated.
  5. Payment Terms:
  6. It is important to note that payment terms cannot be changed for posted sales invoices. This is by design in the system.
  7. Workarounds:
  8. Workaround 1: Reverse the invoice and post a new sales invoice. This method is ideal for maintaining an audit trail but may not be feasible for a large number of invoices.
  9. Workaround 2: Manually edit the due date field in the customer settle transactions form. However, without settlement, the page cannot be saved. Settlement with a customer receipt or another transaction is required, which may impact customer statement reports.
  10. Workaround 3: Customers/partners can explore the possibility of data correction through custom scripts. The Microsoft support team does not assist with script updates, but customers can run custom scripts on their own as per the guidelines provided in the documentation.