Share via

(RUS) Set up a deferrals model

  • Article

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

Use the Deferrals models form to specify the ledger account that is used to post write-off transactions. For more information, see (RUS) Deferrals models (form).

You can specify the write-off amount for each interval for a deferrals model. Each deferrals model is linked to a deferral ID. When you generate a write-off transaction in the deferral journal for a deferral ID, the write-off amounts that are specified for the associated deferrals model are created on the journal lines. You can then post the journal.

  1. Click General ledger > Common > Deferrals. Click Deferrals models.

  2. Create a new deferrals model.

  3. In the Model number and Deferrals group fields, select the deferrals model and deferrals group to associate with the deferral. The write-off method and the starting date for the deferrals write-off are displayed.

  4. In the Deferrals sum field, enter the value of the deferral.

  5. Click the General tab, and then, in the Ledger account field, select the ledger account to use to post the write-off transaction.

    Note

    If you do not specify a ledger account in this field, the ledger account that is specified in the Main account field for the Receipt option in the Deferrals posting profiles form is used to post the transaction.

  6. Click Writing off sum to open the Deferrals sum for writing off calculation form.

  7. Create a new line to enter the write-off amount. The Interval number field displays the interval number that is used to write off the deferral amount.

  8. In the Writing off sum field, enter the write-off amount for the interval. The Deferrals sum field displays the total amount that is written-off. This amount is the sum of the amounts that are entered in the Writing off sum field.

  9. Close the form.

  10. In the Deferrals models form, click the Financial dimensions tab, and then select the value of the financial dimensions.