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Vendor Payment Terms in Dynamics 365 Project Operations Customer Engagement

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Posted on by ASCII

Hi!

Does anyone know if it is possible to change the payment terms of the vendors in Dynamics 365 Project Operations Customer Engagement, without having D365 Finance?

I see the Option Set as managed and non customizable, so I can't change the payment terms, like on the invoice side.

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Thanks in advance!

Categories:
Project pricing and costing and setup
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    ANInnoSolutions Profile Picture
    ANInnoSolutions on at
    Vendor Payment Terms in Dynamics 365 Project Operations Customer Engagement
    Hello ASCII,
     
    I had a look on the topic and was able to reproduce that the global choice/option set for Payment Terms in Microsoft Dynamics 365 Project Operations (Lite Deployment) -what is related to the Vendor Invoice Payment Terms- is not easily editable. In fact, not all global choices/objects are editable due to system purposes what is normal. After evaluation, I concluded that it makes not really sense not to insert values into the global choice of Payment Terms as they always can differ and so I assume that it is an unnormal behavior for the application in this case. The reason, why the Payment terms are editable in other tables like invoice is quite easy as it's just a table related/local choice and the Payment Terms are often not related to the global choice of Payment Terms.
     
     
     
     
    After evaluation and in my opinion, you will not be able to edit the global choice of Payment Terms (msdyn_paymentterms) in this case without code. Therefore, you can export the solution and edit it. Afterwards you have to upload it again. Anyway, respect your build operations as it is much more dependent.
     
    As workaround, you can create a new column in the table Project Vendor Invoice with the specific characteristics and choices for Payment terms or you can create a new global option with such characteristics and relate ist.
     

    Rg,

    Alexander

    *Due to the complex and different possibilities of deploying Dynamics 365 I highly recommend not to setup the application without some expert/partner or support. (For more information contact me under anassl@inno-solutions.info or visit www.inno-solutions.de)

    *The Information comes directly from the manufacturer or provider and are validated (not guaranteed) up to date of creation of the posting.

    References:

    1. Microsoft Licensing Guide
    2. Microsoft Doc`s/Learn

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