In the stressful day-to-day business environment, it is often a challenge not to lose track of down payment processes in Dynamics 365 Business Central. PI Down Payments provides convenient down payment management and thus helps to improve financial processes in the company.
Nuremberg, 19.12.2024 - prisma informatik GmbH recently developed the PI Down Payments module for the convenient management of down payments in project and sales orders in the ERP system Microsoft Dynamics 365 Business Central. The solution provides the technical basis and the necessary functionalities to carry out down payment processes effectively and integrate them seamlessly into financial business transactions.
PI Down Payments enables a particularly precise and structured use of down payments. For example, the management of project down payments can be carried out independently of specific project tasks. This makes it easier to distribute down payments across several project tasks during final settlement. Down payments can also be managed independently of the individual order lines. This means that a subsequent order line change does not result in the original down payment having to be canceled.
Accurate handling of down payments in project and sales orders
PI Down Payments can be used for various processes. For example, the solution supports precise account assignment of the requested down payment to ensure correct posting. In addition, invoices for requested down payments can be generated with a defined number range. A separate subledger account can be used for detailed tracking.
The solution also helps to transfer incoming payments and, in the case of down payments received with deductions, to write them off. When the final invoice is created, the advance payments received are also reversed. All functionalities are executed within the familiar Business Central environment, ensuring a smooth and intuitive user experience.
More efficiency through optimized down payment handling
The PI Down Payments app for Business Central therefore offers fast and smooth processing of down payments. This leads to a streamlining of various financial processes, a reduction in administrative effort and an increase in overall efficiency. The user-friendly interface of the module and flexible management options make it an indispensable tool for any company looking to optimize its down payment processes.
PI Down Payments is available via the Microsoft AppSource, where further information and a comprehensive factsheet are also available for download.