EX025 Customer Vendor Compensation (CVC)

Customer/Vendor compensation for Microsoft Dynamics 365 Business Central

Quick Guide



1Setup - Customer/vendor link
2Execute customer/vendor compensation
3Mass compensation

Subscriptions

Some features of this app require a subscription.

The subscription can be activated from Subscription control panel page or directly from the notification messages that the system proposes, by clicking on the link that allows you to start the subscription wizard.

In details:

  • FULL VERSION: it’s possibile to buy a full version that will last for 12 months, following the wizard and accessing to the EOS AppStore
  • FREE-DEMO-TRIAL version: it’s automatically activated at first request and give full access to all features. This trial expires after 20 days from the activation

See https://www.eos-solutions.app/ website for more information.

Introduction

The Customer Vendor Compensation app enables simple and efficient management of offsetting between open customer and vendor items. This functionality allows users to easily select the due items to be offset, choosing them from two lists of open items displayed on a summary page, or to automatically generate the proposed offset entries. It is also possible to perform a bulk compensation procedure. The customer/vendor link can be established through either the customer/vendor master data record or the contact. For example, by selecting a customer invoice for Eur 100 and a vendor invoice for Eur 80, the system will suggest the accounting entry to link the two items, fully clearing the vendor invoice and leaving the customer invoice open with a remaining balance of Eur 20.

Customer Vendor Compensation - SUMMARY
The main functions of the app can be found using the acronym “CVC.” To display the list of features, press ALT + Q and type “CVC.”


Setup (CVC)

Setup

Compensation procedure (CVC)

Operating compensation procedure

Compensation - Massive mode (CVC)

Massive Compensation - Procedure


EOS Labs -