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Deferral Defaults

Use this page to specify the default settings for deferral schedules. For information on standard Subscription Billing functionality, see the Subscription Billing documentation.

Configuring Template Validity Periods

Users can define the valid date ranges for each deferral template in the Template Validity grid. To prevent conflicts, overlapping date periods are not allowed.

To assign a template to a date range, do the following:

  1. Navigate to the Deferral Defaults window,

  2. In the Template Validity grid, specify a From Date and an optional To Date.

    Notes: If the To Date is left blank, the template will be valid indefinitely from the From Date.

These date-based templates are used for both billing schedule lines and sales order lines.

For a Billing Schedule Line: The system matches the Billing Schedule Header's Start Date to a template whose date range includes it.

For a Sales Order Line: The system uses the Invoice Date to find the appropriate template from the configured date ranges.

Sales Order Tab

The following field boxes are available: 

Field Description
Deferred commission

Select this option to specify the default settings for commission deferral schedules. This setting becomes the default values for the Transaction Deferral of a deferral item.

The commission functionality is part of standard Microsoft Dynamics 365 for Finance and Operations. For more information, see the Microsoft documentation: 
See also

Commission