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Multi-Year Agreements

Dynamics 365 F&O/AX

Multi-Year Agreements

Posted by Jim Haggard on August 30, 2023 at 7:59 am

Our organization is in the Service line and has many multi-year vendor agreements. These are currently maintained outside of D365 F&O; however, we would like to integrate. Is there any user utilizing D365 F&O for multi-year agreements? If so, can you please provide your solution?

Jim Haggard replied 1 year, 2 months ago 2 Members · 4 Replies
4 Replies

Kelly Gustafson

Moderator
August 30, 2023 at 9:07 pm

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Hi Jim,

Have you considered Purchase agreements? They have an Effective date and can have an Expiration date as well.
- Jim Haggard
  
  Member
  August 31, 2023 at 1:25 pm
  
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  We are in the process. How will this handle prepayments and recording of an accrual? We have just began the process
  - Kelly Gustafson
    
    Moderator
    September 5, 2023 at 2:11 pm
    
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    Hi Jim,
    
    In the new Subscription Billing module, there is a process for handling Prepaids. I wrote a blog about this: D365FandO(m): Subscription Billing – Expense Deferrals (d365fandom.com) – it is AWESOME!
    
    Kelly
    
    d365fandom.com
    D365FandO(m)
    A blog for fans of Dynamics 365 for Finance and Operations.
    - Jim Haggard
      
      Member
      September 7, 2023 at 10:49 am
      
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      Kelly,
      
      Thank you for the information. For clarification, these are invoices from a vendor rather than from our organization. At a high level these are annual maintenace agreements.

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