Customer and vendor netting in Dynamics 365 Finance

  • Module
  • 10 Units
Intermediate
Functional Consultant
Business User
Business Analyst
Dynamics 365
Finance

This module provides an overview of the customer and vendor balance netting process in Dynamics 365 Finance. It also explains how to set up the netting agreement, manually net customer and vendor balances, and reverse posted netting transactions.

Learning objectives

In this module, you learn how to:

  • Set up customer netting
  • Set up vendor netting
  • Use customer netting
  • Use vendor netting

Prerequisites

  • A basic understanding of finance and accounting processes.
  • The ability to use Dynamics 365 Finance for basic processing.
  • General knowledge of basic navigation in Dynamics 365 Finance.
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