Monday, 8 October 2018

Job to get vendor retention percentage as per project in D365

Suppose your organization might want to retain a portion of payments to vendors who work on projects for your organization. For example, you might want to make sure that the products from a subcontract vendor meet your expectations before you pay the vendor. For that need Microsoft Dynamics provides vendor retention process. 

In this blog I will discuss how we can get the vendor retention percentage by having project order id and vendor account. I have created a job to get the vendor retention percentage. Please see below image.

Method Explanation:
  • PSAVendorRetentionTermsLine table contains retainage schedules for project purchases.
  • ProjPWPVendorRetentionSetting table contains information about project-vendor PWP (Pay when paid) and vendor retention setting.
  • Get vendor retention settings by passing arguments.
    • Project Order Id
    • Vendor account
    • Account Code
  • Get retention term as per rule id got from vendor retention settings.


That is all, If you have any questions or queries do comment in the comment section below.

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